
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.
Stock Trading
All
Buys
Sells
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date

Viasat Inc (US)
VSAT
Sell
-6.31M
-68.60%
2.89M
$93.29M
2025-08-31
Rentokil Initial Ord Shs (GB)
RTO
Exit
-17.70M
-100.00%
0.00
$0.00
2025-07-31
St.James'S Place Ord Shs (GB)
SJP
Sell
-1.35M
-11.30%
10.56M
$182.54M
2025-07-30
4

Clarivate PLC (US)
CLVT
Exit
-10.78M
-100.00%
0.00
$0.00
2025-06-30
5

Amcor PLC (US)
AMCR
New
+5.50M
+50.00%
5.50M
$50.55M
2025-06-30
6

PagSeguro Digital Ltd (US)
PAGS
New
+2.50M
+50.00%
2.50M
$24.10M
2025-06-30
7
Sunrise N Class A Ord Shs (CH)
SUNN
Buy
+1.42M
+14.40%
8.43M
$475.36M
2025-06-30
8

CRH PLC (US)
CRH
Buy
+1.13M
+22.80%
3.83M
$351.17M
2025-06-30
9

Solventum Corp (US)
SOLV
Exit
-1.05M
-100.00%
0.00
$0.00
2025-06-30
10

GDS Holdings Ltd (US)
GDS
Sell
-1.00M
-23.50%
3.25M
$99.35M
2025-06-30