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
Software & IT Services
Construction Materials
Machinery, Tools, Heavy Vehicles, Trains & Ships
Insurance
Diversified Retail
Hotels & Entertainment Services
Homebuilding & Construction Supplies
Healthcare Providers & Services
Investment Banking & Investment Services
Professional & Commercial Services
Communications & Networking
Other
Holdings
2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Sunrise N Class A Ord Shs (CH)
SUNN
9.76%
+1.42M
$475.36M
--
8.43M
--
2025-06-30
8.40%
+202.00K
$408.85M
$408.85M
2.21M
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-06-30
5.51%
+163.00K
$268.45M
$268.45M
4.05M
Hotels & Entertainment Services
2025-06-30
5.06%
0.00
$246.49M
$246.49M
1.13M
Homebuilding & Construction Supplies
2025-06-30
