Seth Klarman - Baupost Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 23 | |
| Portfolio Value | $3.50M |
Portfolio Overview
Comprehensive analysis of Seth Klarman's investment portfolio
15
Total Holdings
$3.5M
Portfolio Value
Mar 31, 2025
Latest Filing
9.3%
Largest Position
Top Holdings
1
GOOG
ALPHABET INC
$324.6K
9.3%
↑+0.5%
2
WCC
WESCO INTL INC
$311.5K
8.9%
↑+0.4%
3
FIS
FIDELITY NATL INFORMATION SV
$260.9K
7.5%
↑+2.6%
4
QSR
RESTAURANT BRANDS INTL INC
$259.0K
7.4%
↑+0.3%
5
EXP
EAGLE MATLS INC
$201.9K
5.8%
↑+0.4%
Recent Activity
LBRDA
Liberty Broadband Corporation
-7,560
Jun 30, 2025
LBRDK
Liberty Broadband Corporation
-170,610
Jun 30, 2025
ELV
Elevance Health, Inc.
-246,000
Jun 30, 2025