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  Ventas, Inc. (VTR)
← All VTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 0.25 $33.82–46.49 · VW $40.03i SEC
2020   Q2 550,000 0.25 Buy 0.25 $21.48–45.94 · VW $33.97i $20,141,000 SEC
2002   Q2 0 0.00 Sell 100.00% 6.54 $14.38–15.53 · VW $14.96i SEC
2000   Q4 7,202,585 6.54 $6.42 $46,265,000 SEC
2000   Q3 7,202,585 3.82 $5.71 $41,125,000 SEC
2000   Q2 7,202,585 2.85 Add 0.99% 0.03 $3.57–4.85 · VW $4.13i $26,217,000 SEC
2000   Q1 7,131,654 3.67 Add 11.28% 0.37 $3.07–4.85 · VW $3.96i $26,977,000 SEC
1999   Q4 6,408,763 5.19 Add 2.52% 0.13 $4.21–6.14 · VW $5.16i $30,646,000 SEC
1999   Q3 6,251,225 8.86 Add 17.43% 1.31 $3.85–6.28 · VW $5.17i $33,908,000 SEC
1999   Q2 5,323,293 13.34 Add 48.03% 4.33 $3.64–6.92 · VW $5.37i $32,674,000 SEC
1999   Q1 3,595,974 12.61 $6.85 $24,638,000 SEC
Price snapshot:
Current price$92.06
52-week low$61.25
52-week high$94.60