Seth Klarman Portfolio Holdings by Sector
Baupost Group LLC
- $3.52 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance Brokers | Financial Services
WTW 1 stocks |
$524,619
23.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
CLVT GDS FIS 3 stocks |
$444,459
20.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CRH.L EXP 2 stocks |
$388,422
17.6% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$245,032
11.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WCC 1 stocks |
$211,319
9.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
DG 1 stocks |
$194,832
8.83% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
VSAT 1 stocks |
$145,938
6.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
HLF 1 stocks |
$36,845
1.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
LBRDK LBRDA 2 stocks |
$13,767
0.62% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
QSR 1 stocks |
$2,041
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|