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  PG&E Corp. (PCG)
← All PCG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.64 $10.47–13.19 · VW $11.68i SEC
2021   Q3 7,216,458 0.64 Reduce 76.46% 1.96 $9.08–12.57 · VW $11.18i $69,278,000 SEC
2021   Q2 30,657,601 2.56 $10.17 $311,788,000 SEC
2021   Q1 30,657,601 2.90 $11.71 $359,001,000 SEC
2020   Q4 30,657,601 3.59 $12.46 $381,993,000 SEC
2020   Q3 30,657,601 3.12 Add 551.95% 2.64 $8.89–12.91 · VW $11.50i $287,875,000 SEC
2020   Q2 4,702,443 0.52 Reduce 51.53% 0.66 $8.35–13.34 · VW $10.32i $41,711,000 SEC
2020   Q1 9,702,443 1.29 Reduce 48.63% 1.16 $6.25–15.65 · VW $11.25i $87,225,000 SEC
2019   Q4 18,887,403 2.39 Reduce 22.91% 0.70 $7.50–18.34 · VW $13.78i $205,306,000 SEC
2019   Q3 24,500,000 3.06 $10.00 $245,000,000 SEC
2019   Q2 24,500,000 5.49 $22.92 $561,540,000 SEC
2019   Q1 24,500,000 3.92 Add 58.33% 1.44 $15.49–24.90 · VW $19.16i $436,100,000 SEC
2018   Q4 15,474,483 3.34 Reduce 18.47% 1.27 $5.07–27.38 · VW $16.49i $367,519,000 SEC
2018   Q3 18,979,790 6.87 Add 321.77% 5.24 $17.26–49.42 · VW $31.02i $873,260,000 SEC
2018   Q2 4,500,000 1.73 Add 42.86% 0.52 $38.01–48.09 · VW $44.09i $191,520,000 SEC
2018   Q1 3,149,972 1.35 Buy 1.35 $40.22–48.90 · VW $44.15i $138,378,000 SEC
Price snapshot:
Current price$17.37
52-week low$12.83
52-week high$19.05