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
Diversified Retail
Hotels & Entertainment Services
Healthcare Providers & Services
Software & IT Services
Homebuilding & Construction Supplies
Automobiles & Auto Parts
Freight & Logistics Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Professional & Commercial Services
Insurance
Healthcare Equipment & Supplies
Other
Holdings
2026Q2
2026Q2
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
9.04%
-1.33M
$489.61M
$485.33M
6.75M
Hotels & Entertainment Services
2026-06-30
6.36%
+8.18K
$344.27M
$342.99M
1.45M
Homebuilding & Construction Supplies
2026-06-30
5.95%
-355.60K
$322.43M
$320.94M
1.19M
Freight & Logistics Services
2026-06-30
4.23%
-774.00K
$228.98M
$228.65M
662.88K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-06-30
