Seth Klarman Portfolio Holdings by Sector

Baupost Group LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology FIS FISV GDS 3 stocks	$562,178 15.83% of portfolio	2	1	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L EXP 2 stocks	$487,849 13.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$467,243 13.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$408,848 11.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$402,797 11.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG 1 stocks	$305,037 8.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical QSR 1 stocks	$268,445 7.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$239,599 6.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology VSAT 1 stocks	$134,185 3.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK LBRDA 2 stocks	$74,093 2.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$66,890 1.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$58,907 1.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR 1 stocks	$50,545 1.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PAGS 1 stocks	$24,100 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts

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