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
Watchlist
Liberty Global Ltd (US)
LBTYK
Sell
-4.85M
-36.20%
8.54M
$93.97M
2026-06-30
Norwegian Cruise Line Holdings Ltd (US)
NCLH
Buy
+4.10M
+112.90%
7.73M
$163.18M
2026-06-30
Restaurant Brands International Inc (US)
QSR
Sell
-1.33M
-16.40%
6.75M
$489.61M
2026-06-30
4
Genuine Parts Co (US)
GPC
Buy
+1.33M
+89.00%
2.82M
$332.25M
2026-06-30
5
Americold Realty Ord Shs (US)
COLD
Sell
-950.57K
-12.20%
6.83M
$107.37M
2026-06-30
6
Willis Towers Watson PLC (US)
WTW
Exit
-893.13K
-100.00%
0.00
$0.00
2026-06-30
7
DNOW Inc (US)
DNOW
Sell
-837.00K
-23.10%
2.79M
$36.16M
2026-06-30
8
Vaxcyte Inc (US)
PCVX
Exit
-800.00K
-100.00%
0.00
$0.00
2026-06-30
9
Wesco International Inc (US)
WCC
Sell
-774.00K
-53.90%
662.88K
$228.98M
2026-06-30
10
GDS Holdings Ltd (US)
GDS
Buy
+725.00K
+23.80%
3.77M
$113.21M
2026-06-30

