Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  National Fuel Gas Co. (NFG)
← All NFG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q2 0 0.00 Sell 100.00% 0.55 $48.70–63.71 · VW $54.07i SEC
2008   Q1 100,000 0.55 Reduce 80.00% 1.56 $41.56–53.35 · VW $48.70i $4,721,000 SEC
2007   Q4 500,000 1.95 Buy 1.95 $38.04–50.29 · VW $43.81i $23,340,000 SEC
2007   Q3 0 0.00 Sell 100.00% 2.76 $40.95–49.29 · VW $46.24i SEC
2007   Q2 500,000 2.76 $43.31 $21,655,000 SEC
2007   Q1 500,000 3.70 $43.26 $21,630,000 SEC
2006   Q4 500,000 3.14 Buy 3.14 $36.50–40.94 · VW $39.38i $19,270,000 SEC
Price snapshot:
Current price$80.91
52-week low$74.64
52-week high$96.03