Seth Klarman Portfolio Holdings

Baupost Group LLC

  • $4.13 Billion
  • Q2 2025

Baupost Group LLC, under direction of Seth Klarman has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.13 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $467M, Wesco International Inc with a value of $409M, Willis Towers Watson PLC with a value of $403M, Crh PLC with a value of $351M, and Fidelity National Information Services, Inc. with a value of $309M.

Examining the 13F form we can see an increase of $634M in the current position value, from $3.5B to 4.13B.

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 $4.13 Billion
Technology: $720 Million
Communication Services: $541 Million
Basic Materials: $488 Million
Industrials: $409 Million
Financial Services: $403 Million
Consumer Defensive: $372 Million
Consumer Cyclical: $319 Million
Healthcare: $299 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24T
$467 Million 11.31% of portfolio
2,633,988
Q2 2025 Added 26.76%
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 $4.13 Billion
  • Prior Value $3.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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