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  NovaGold Resources Inc. (NG)
← All NG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 0.39 $3.62–4.33 · VW $3.92i SEC
2018   Q3 13,467,145 0.39 $3.71 $49,963,000 SEC
2018   Q2 13,467,145 0.54 $4.45 $59,929,000 SEC
2018   Q1 13,467,145 0.57 Add 25.36% 0.12 $3.59–4.72 · VW $4.04i $58,313,000 SEC
2017   Q4 10,742,835 0.42 Add 13.08% 0.05 $3.35–4.31 · VW $3.97i $42,219,000 SEC
2017   Q3 9,500,000 0.50 $4.12 $39,140,000 SEC
2017   Q2 9,500,000 0.52 $4.56 $43,320,000 SEC
2017   Q1 9,500,000 0.56 $4.87 $46,265,000 SEC
2016   Q4 9,500,000 0.58 $4.56 $43,320,000 SEC
2016   Q3 9,500,000 0.78 $5.60 $53,200,000 SEC
2016   Q2 9,500,000 0.81 Reduce 36.67% 0.41 $4.85–6.79 · VW $5.91i $58,140,000 SEC
2016   Q1 15,000,000 1.12 Reduce 20.96% 0.33 $3.50–5.57 · VW $4.64i $75,600,000 SEC
2015   Q4 18,977,449 1.57 Reduce 12.50% 0.18 $3.05–4.60 · VW $3.84i $79,895,000 SEC
2015   Q3 21,688,300 1.40 $3.61 $78,295,000 SEC
2015   Q2 21,688,300 1.41 $3.42 $74,174,000 SEC
2015   Q1 21,688,300 1.18 $2.96 $64,197,000 SEC
2014   Q4 21,688,300 1.37 $2.95 $63,980,000 SEC
2014   Q3 21,688,300 1.22 $3.03 $65,716,000 SEC
2014   Q2 21,688,300 1.66 $4.21 $91,308,000 SEC
2014   Q1 21,688,300 2.26 $3.61 $78,295,000 SEC
2013   Q4 21,688,300 1.98 $2.54 $55,088,000 SEC
2013   Q3 21,688,300 1.87 $2.32 $50,317,000 SEC
2013   Q2 21,688,300 1.41 $2.11 $45,762,000 SEC
2013   Q1 21,688,300 2.93 $3.63 $78,729,000 SEC
2012   Q4 21,688,300 3.62 Add 3.28% 0.12 $3.98–5.75 · VW $4.75i $97,814,000 SEC
2012   Q3 21,000,000 4.10 Add 31.25% 0.98 $3.61–6.30 · VW $4.77i $117,600,000 SEC
2012   Q2 16,000,000 2.47 Add 60.00% 0.93 $4.98–6.87 · VW $5.94i $84,480,000 SEC
2012   Q1 10,000,000 2.77 Add 33.94% 0.70 $6.05–9.77 · VW $7.78i $71,800,000 SEC
2011   Q4 7,466,275 2.18 Add 49.33% 0.72 $5.36–10.64 · VW $8.59i $63,314,000 SEC
2011   Q3 5,000,000 1.21 Buy 1.21 $5.83–10.44 · VW $8.32i $32,250,000 SEC
Price snapshot:
Current price$5.84
52-week low$4.80
52-week high$14.40