Baupost Group LLC, under direction of Seth Klarman has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $4.59 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Liberty Global LTD with a value of $789M, Viasat Inc with a value of $452M, Liberty Media Corp Del with a value of $427M, Alphabet Inc. with a value of $416M, and Fidelity National Information Services, Inc. with a value of $382M.

Examining the 13F form we can see an decrease of $629M in the current position value, from $5.21B to 4.59B.

Baupost Group LLC is based out at Boston, MA

Below you can find more details about Seth Klarman portfolio as well as his latest detailed transactions.

Portfolio value $4.59 Billion
Technology: $1.22 Billion
Communication Services: $752 Million
Financial Services: $375 Million
Basic Materials: $231 Million
Healthcare: $186 Million
Consumer Cyclical: $29 Million
Consumer Defensive: $25.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Seth Klarman

Seth Klarman

Seth Klarman is the founder and CEO of the Baupost Group, a successful investment firm that focuses on value investing. Klarman is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $4.59 Billion
  • Prior Value $5.21 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 13, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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