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Seth Klarman

The Baupost Group

Seth Klarman is a value investor and Portfolio Manager of the investment partnership The Baupost Group, which he founded in 1983.

Shares Held
Asset Size
% Top 10
56
$4.34B
70.32%
Latest2025Q2
Top BuysSUNN (CH)
Top SellsBAKK (GB)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
4.34B
4.63B
-6.20%
Shares Held
56
61
-8.20%
Buys
6
6
0.00%
Sells
9
7
+28.57%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
11.88%
-311.08K
$515.60M
$467.62M
1.53M
2025-03-31
Sunrise N Class A Ord Shs (CH)
SUNN
10.64%
+9.34M
$461.87M
--
9.34M
2024-11-30
7.48%
+652.00K
$324.64M
$368.61M
2.08M
2025-03-31
7.18%
+569.93K
$311.47M
$371.44M
2.01M
2025-03-31
6.80%
-14.80M
$295.15M
$254.22M
24.66M
2025-03-31
6.01%
+3.49M
$260.85M
$284.36M
3.49M
2025-03-31
5.97%
+984.86K
$259.00M
$257.64M
3.89M
2025-03-31
5.46%
+52.99K
$237.03M
$247.35M
2.69M
2025-03-31
4.65%
+271.41K
$201.87M
$183.85M
909.63K
2025-03-31
4.26%
+44.08K
$185.08M
$240.76M
2.10M
2025-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Just Eat Takeaway.com Ord Shs (NL)
TKWY
Sell
-10.66M
-63.00%
6.25M
$136.91M
2025-04-04
Rentokil Initial Ord Shs (GB)
RTO
Sell
-16.93M
-48.80%
17.70M
$81.31M
2025-04-03
Sell
-25.50M
-70.20%
10.78M
$42.36M
2025-03-31
Sell
-14.80M
-37.50%
24.66M
$295.15M
2025-03-31
New
+3.49M
+50.00%
3.49M
$260.85M
2025-03-31
Exit
-2.34M
-100.00%
0.00
$0.00
2025-03-31
Sell
-2.03M
-16.60%
10.19M
$106.19M
2025-03-31
Buy
+984.86K
+20.20%
3.89M
$259.00M
2025-03-31
New
+703.35K
+50.00%
703.35K
$42.12M
2025-03-31
Buy
+652.00K
+23.80%
2.08M
$324.64M
2025-03-31

Holding Performance

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