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  Synchrony Financial (SYF)
← All SYF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 1.26 $12.15–36.42 · VW $25.60i SEC
2019   Q4 3,003,981 1.26 Reduce 39.97% 0.85 $31.40–38.18 · VW $35.80i $108,173,000 SEC
2019   Q3 5,003,981 2.13 Reduce 45.96% 1.44 $31.21–36.87 · VW $34.15i $170,586,000 SEC
2019   Q2 9,260,557 3.14 Reduce 35.06% 1.43 $32.07–35.50 · VW $34.04i $321,064,000 SEC
2019   Q1 14,260,557 4.08 Reduce 2.01% 0.06 $23.12–33.56 · VW $30.15i $454,912,000 SEC
2018   Q4 14,553,557 3.10 Reduce 10.89% 0.43 $21.77–32.05 · VW $26.55i $341,426,000 SEC
2018   Q3 16,332,929 3.99 Reduce 44.25% 3.90 $28.64–35.01 · VW $31.12i $507,627,000 SEC
2018   Q2 29,295,030 8.81 $33.38 $977,868,000 SEC
2018   Q1 29,295,030 9.57 $33.53 $982,262,000 SEC
2017   Q4 29,295,030 11.27 $38.61 $1,131,081,000 SEC
2017   Q3 29,295,030 11.56 $31.05 $909,611,000 SEC
2017   Q2 29,295,030 10.45 Add 65.84% 4.15 $26.01–34.54 · VW $28.50i $873,578,000 SEC
2017   Q1 17,665,000 7.34 Reduce 14.52% 1.46 $32.24–38.06 · VW $35.70i $605,910,000 SEC
2016   Q4 20,665,000 10.04 Add 17.65% 1.51 $26.09–37.31 · VW $31.82i $749,520,000 SEC
2016   Q3 17,565,000 7.26 Buy 7.26 $24.83–28.89 · VW $27.44i $491,820,000 SEC
Price snapshot:
Current price$73.21
52-week low$62.83
52-week high$88.05