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  Tower Semiconductor Ltd (TSEM)
← All TSEM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 1.80 $28.02–34.74 · VW $31.33i SEC
2023   Q4 2,710,852 1.80 Reduce 4.88% 0.07 $21.43–31.17 · VW $25.89i $82,735,000 SEC
2023   Q3 2,850,000 1.37 Buy 1.37 $24.15–39.00 · VW $32.20i $69,996,000 SEC