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.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Construction Materials
Software & IT Services
Hotels & Entertainment Services
Healthcare Providers & Services
Insurance
Freight & Logistics Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Diversified Retail
Homebuilding & Construction Supplies
Automobiles & Auto Parts
Investment Banking & Investment Services
Other
Holdings
2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
10.22%
+4.20M
$529.34M
$529.34M
8.25M
Hotels & Entertainment Services
2025-09-30
8.23%
+703.00K
$426.20M
$426.20M
1.32M
Healthcare Providers & Services
2025-09-30
6.14%
-704.42K
$317.92M
$317.92M
1.50M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-09-30
5.01%
+23.50K
$259.50M
$259.50M
1.16M
Homebuilding & Construction Supplies
2025-09-30
