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
67
$6.28B
64.11%
Latest2025Q3
Top BuysUTG (GB)
Top SellsBAKK (GB)
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Hotels & Entertainment Services
Diversified Retail
Insurance
Healthcare Providers & Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Freight & Logistics Services
Homebuilding & Construction Supplies
Healthcare Equipment & Supplies
Construction Materials
Automobiles & Auto Parts
Other
Holdings
2026Q1
2026Q1
2025Q4
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
Watchlist
9.50%
0.00
$597.12M
$590.57M
7.99M
Hotels & Entertainment Services
2026-03-31
6.26%
+18.05K
$393.16M
$291.88M
1.07M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-03-31
5.94%
+5.85K
$373.30M
$279.16M
953.59K
Healthcare Providers & Services
2026-03-31
5.33%
+305.38K
$335.17M
$340.22M
1.46M
Homebuilding & Construction Supplies
2026-03-31
