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  Willis Towers Watson Public Ltd. Co. (WTW)
← All WTW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 893,126 5.08 Reduce 34.21% 2.89 $275.60–344.99 · VW $307.46i $259,632,000 SEC
2025   Q4 1,357,601 8.45 Add 24.66% 1.67 $308.22–352.79 · VW $323.80i $446,108,000 SEC
2025   Q3 1,089,065 7.90 Reduce 17.13% 1.68 $298.43–346.27 · VW $323.82i $376,218,000 SEC
2025   Q2 1,314,184 9.79 Reduce 13.86% 2.05 $292.97–340.96 · VW $310.70i $402,797,000 SEC
2025   Q1 1,525,667 14.81 Reduce 16.94% 2.85 $303.15–344.14 · VW $328.32i $515,599,000 SEC
2024   Q4 1,836,748 16.82 Add 3.12% 0.51 $286.35–334.99 · VW $311.15i $575,343,000 SEC
2024   Q3 1,781,206 14.97 Add 7.78% 1.08 $255.19–296.45 · VW $284.39i $524,619,000 SEC
2024   Q2 1,652,648 12.27 Add 6.23% 0.72 $245.04–274.64 · VW $257.05i $433,225,000 SEC
2024   Q1 1,555,667 12.06 $275.00 $427,808,000 SEC
2023   Q4 1,555,667 8.18 $241.20 $375,227,000 SEC
2023   Q3 1,555,667 6.34 Add 72.40% 2.66 $195.29–236.24 · VW $210.79i $325,072,000 SEC
2023   Q2 902,367 3.86 Add 5.09% 0.19 $216.78–241.67 · VW $228.69i $212,507,000 SEC
2023   Q1 858,667 3.58 Reduce 32.96% 1.76 $217.57–258.93 · VW $239.86i $199,537,000 SEC
2022   Q4 1,280,908 5.34 Reduce 0.35% 0.02 $197.30–252.99 · VW $230.42i $313,284,000 SEC
2022   Q3 1,285,428 4.62 Add 38.67% 1.29 $188.99–221.43 · VW $205.66i $258,294,000 SEC
2022   Q2 926,966 2.82 Reduce 24.70% 0.80 $187.89–244.13 · VW $210.55i $182,974,000 SEC
2022   Q1 1,230,966 3.24 Reduce 1.52% 0.05 $212.23–244.73 · VW $229.27i $290,779,000 SEC
2021   Q4 1,250,000 3.03 Add 25.00% 0.61 $225.09–249.70 · VW $236.29i $296,863,000 SEC
2021   Q3 1,000,000 2.16 Reduce 47.13% 1.69 $199.78–239.18 · VW $220.63i $232,460,000 SEC
2021   Q2 1,891,526 3.58 Reduce 24.34% 1.12 $224.39–271.87 · VW $249.61i $435,089,000 SEC
2021   Q1 2,500,000 4.62 Buy 4.62 $197.63–236.11 · VW $216.96i $572,200,000 SEC
Price snapshot:
Current price$295.55
Avg. buy price$247.73
+/- since buy19.30%
52-week low$239.74
52-week high$349.38