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
Healthcare Providers & Services
Hotels & Entertainment Services
Software & IT Services
Insurance
Construction Materials
Freight & Logistics Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Homebuilding & Construction Supplies
Investment Banking & Investment Services
Automobiles & Auto Parts
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
Watchlist
9.63%
-172.75K
$551.31M
$518.26M
8.08M
Hotels & Entertainment Services
2025-12-31
7.77%
-49.70K
$444.95M
$410.14M
1.27M
Healthcare Providers & Services
2025-12-31
6.57%
+131.05K
$376.42M
$384.63M
1.63M
Freight & Logistics Services
2025-12-31
6.06%
-84.35K
$347.10M
$300.08M
1.42M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-12-31
4.42%
-18.46K
$253.14M
$255.36M
1.14M
Homebuilding & Construction Supplies
2025-12-31
