Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio ▲
Q3  2024
≡ LBRDA - Liberty Broadband Corp. CL A Buy 7,560 0.02
≡ QSR - Restaurant Brands International Buy 28,294 0.06
≡ TBN - Tamboran Resources Corp Buy 570,833 0.33
≡ LBRDK - Liberty Broadband Corp. CL C Buy 170,610 0.38
≡ WTW - Willis Towers Watson plc Add 7.78% 128,558 1.08
≡ EXP - Eagle Materials Inc. Add 46.24% 158,171 1.30
≡ GOOG - Alphabet Inc. CL C Add 37.02% 396,000 1.89
≡ WCC - WESCO International Inc. Add 56.66% 455,000 2.18
≡ DG - Dollar General Buy 2,303,800 5.56
Q2  2024
≡ GDS - GDS Holdings Ltd Add 63.46% 1,649,952 0.43
≡ EXP - Eagle Materials Inc. Add 30.57% 80,102 0.49
≡ VRSN - Verisign Inc. Buy 105,764 0.53
≡ WTW - Willis Towers Watson plc Add 6.23% 96,981 0.72
≡ HLF - Herbalife Nutrition Ltd. Add 128.27% 2,879,603 0.85
≡ CPRI - Capri Holdings Ltd Buy 1,000,000 0.94
≡ JAZZ - Jazz Pharmaceuticals plc Add 52.84% 440,552 1.33
≡ CLVT - Clarivate Plc Add 27.23% 8,331,233 1.34
≡ FTRE - Fortrea Holdings Inc Add 933.70% 2,836,563 1.88
≡ WSC - WillScot Mobile Mini Hldgs Corp. Buy 2,470,000 2.63
≡ WCC - WESCO International Inc. Add 290.33% 597,276 2.69
≡ SOLV - Solventum Corp Buy 1,820,000 2.73
≡ CRH - CRH plc Add 55.99% 1,517,059 3.22
≡ HUM - Humana Inc. Buy 420,000 4.44
Q1  2024
≡ GOOG - Alphabet Inc. CL C Add 0.28% 8,114 0.03
≡ SOUN - Soundhound Ai Inc A Buy 1,130,636 0.16
≡ HLF - Herbalife Nutrition Ltd. Add 33.64% 565,124 0.16
≡ FTRE - Fortrea Holdings Inc Buy 303,797 0.34
≡ GDS - GDS Holdings Ltd Buy 2,600,000 0.49
≡ WCC - WESCO International Inc. Buy 205,724 0.99
≡ CLVT - Clarivate Plc Add 19.99% 5,098,402 1.07
≡ EXP - Eagle Materials Inc. Buy 262,000 2.01
Q4  2023
≡ JAZZ - Jazz Pharmaceuticals plc Add 23.75% 160,000 0.43
≡ CLVT - Clarivate Plc Add 13.33% 3,000,000 0.61
≡ J - Jacobs Solutions Inc. Add 49.20% 240,000 0.68
Q3  2023
≡ FIS - Fidelity National Information Services Add 2.73% 185,219 0.20
≡ LLYVK - Liberty Media Corp. Series C Live Buy 1,902,472 1.19
≡ LLYVA - Liberty Media Corp. Series A Live Buy 1,979,167 1.23
≡ J - Jacobs Solutions Inc. Buy 487,786 1.29
≡ TSEM - Tower Semiconductor Ltd. Buy 2,850,000 1.36
≡ DG - Dollar General Add 283.06% 685,000 1.41
≡ WTW - Willis Towers Watson plc Add 72.40% 653,300 2.65
≡ CLVT - Clarivate Plc Buy 22,500,000 2.94
≡ CRH - CRH plc Add 5816.81% 3,289,000 3.50
Q2  2023
≡ ATRA - Atara Biotherapeutics Inc. Add 7.12% 26,000 0.02
≡ CRH - CRH plc Buy 56,543 0.06
≡ WTW - Willis Towers Watson plc Add 5.09% 43,700 0.19
≡ JAZZ - Jazz Pharmaceuticals plc Add 40.74% 195,000 0.44
≡ SSNC - SS&C Technologies Holdings Inc. Add 13.62% 446,000 0.49
≡ STX - Seagate Technology Add 340.93% 463,923 0.52
≡ UNP - Union Pacific Buy 175,000 0.65
≡ DG - Dollar General Buy 242,000 0.74
≡ FIS - Fidelity National Information Services Add 39.93% 1,933,451 1.91
≡ AMZN - Amazon.com Inc. Buy 963,946 2.27
≡ GTX - Garrett Motion Inc. Add 629.25% 22,495,589 3.08
Q1  2023
≡ FNCH - Finch Therapeutics Group Inc. Add 98.13% 33,333 0.00
≡ GTN - Gray Television Inc. Add 7.12% 250,000 0.04
≡ ATRA - Atara Biotherapeutics Inc. Add 12.31% 40,000 0.05
≡ ATUS - Altice USA, Inc. Add 23.05% 894,415 0.05
≡ STX - Seagate Technology Buy 136,077 0.16
≡ LSXMA - Liberty SiriusXM Series A Add 6.51% 500,000 0.25
≡ LSXMK - Liberty SiriusXM Series C Add 8.79% 1,200,000 0.60
≡ JAZZ - Jazz Pharmaceuticals plc Buy 478,696 1.25
≡ SWKS - Skyworks Solutions Inc. Buy 703,865 1.48
≡ FIS - Fidelity National Information Services Add 124.67% 2,686,549 2.61
≡ GOOG - Alphabet Inc. CL C Add 46.50% 1,857,500 3.45
Q4  2022
≡ HZON.U-OLD - Horizon Acquisition Corp. II Units Buy 2 0.00
≡ GTN - Gray Television Inc. Add 7.67% 250,000 0.05
≡ ATUS - Altice USA, Inc. Buy 3,880,200 0.30
≡ WBD - Warner Bros. Discovery Inc. Add 6.90% 2,000,000 0.32
≡ HLF - Herbalife Nutrition Ltd. Buy 2,000,000 0.51
≡ AMZN - Amazon.com Inc. Add 299.19% 742,000 1.06
≡ FIS - Fidelity National Information Services Add 250.41% 1,540,000 1.77
≡ META - Meta Platforms Inc. Add 150.83% 1,039,000 2.12
≡ GOOG - Alphabet Inc. CL C Add 190.22% 2,618,000 3.95
Q3  2022
≡ EHAB - Enhabit Inc Buy 437,287 0.11
≡ LSXMA - Liberty SiriusXM Series A Add 4.82% 352,802 0.24
≡ GTN - Gray Television Inc. Add 44.25% 1,000,000 0.25
≡ LSXMK - Liberty SiriusXM Series C Add 4.02% 532,406 0.36
≡ MU - Micron Technology Inc. Add 20.10% 550,000 0.49
≡ SSNC - SS&C Technologies Holdings Inc. Add 27.34% 810,000 0.69
≡ FIS - Fidelity National Information Services Buy 615,000 0.83
≡ LAD - Lithia Motors Inc. Buy 250,000 0.96
≡ WTW - Willis Towers Watson plc Add 38.67% 358,462 1.28
≡ WBD - Warner Bros. Discovery Inc. Add 61.11% 11,000,000 2.25
Q2  2022
≡ GTN - Gray Television Inc. Add 75.07% 969,084 0.25
≡ QRVO - Qorvo Inc. Add 4.84% 321,324 0.46
≡ LSXMA - Liberty SiriusXM Series A Add 30.34% 1,704,918 0.94
≡ AMZN - Amazon.com Inc. Buy 598,000 0.97
≡ LSXMK - Liberty SiriusXM Series C Add 18.67% 2,084,053 1.15
≡ EDU - New Oriental Education & Technology Buy 8,000,000 2.49
≡ WBD - Warner Bros. Discovery Inc. Buy 18,000,000 3.70
Q1  2022
≡ NUVB - Nuvation Bio Inc. Add 21.11% 1,820,473 0.11
≡ BRBR - BellRing Brands Inc. CL A Buy 479,583 0.12
≡ IS-OLD - ironSource Ltd Add 98.42% 3,936,988 0.21
≡ POST - Post Holdings Buy 378,284 0.29
≡ GTN - Gray Television Inc. Buy 1,290,916 0.31
≡ LSXMA - Liberty SiriusXM Series A Add 12.96% 644,936 0.32
≡ LSXMK - Liberty SiriusXM Series C Add 6.20% 651,722 0.33
≡ GOOG - Alphabet Inc. CL C Add 6.86% 313,200 0.48
≡ DBX - Dropbox Inc. Add 30.59% 2,476,021 0.63