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 Health Invs Inc (NHI)
← All NHI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2003   Q2 0 0.00 Sell 100.00% 9.88 $15.01–18.61 · VW $17.20i SEC
2003   Q1 1,443,785 9.88 Add 4.46% 0.42 $13.70–16.45 · VW $15.20i $22,162,000 SEC
2002   Q4 1,382,185 13.88 Reduce 32.15% 5.27 $14.40–17.16 · VW $16.17i $22,226,000 SEC
2002   Q3 2,037,185 16.40 Reduce 13.50% 2.49 $12.95–16.00 · VW $14.76i $31,067,000 SEC
2002   Q2 2,355,185 18.46 Add 16.59% 2.63 $14.50–16.59 · VW $15.65i $37,683,000 SEC
2000   Q4 2,020,000 2.11 Add 220.63% 1.45 $5.56–7.88 · VW $6.72i $14,898,000 SEC
2000   Q3 630,000 0.39 Add 3050.00% 0.38 $4.88–11.38 · VW $7.83i $4,253,000 SEC
2000   Q2 20,000 0.02 Buy 0.02 $9.75–12.50 · VW $11.15i $220,000 SEC