Seth Klarman Portfolio Holdings by Sector

Baupost Group LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Building Materials \| Basic Materials CRH.L EXP 2 stocks	$624,647 14.96% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical QSR 1 stocks	$529,337 12.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS GDS FISV 3 stocks	$491,059 11.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$452,550 10.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$426,195 10.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$376,218 9.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$353,658 8.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$317,923 7.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG 1 stocks	$275,622 6.6% of portfolio	-	-	-	-	0 Calls 0 Puts

Specialty Retail \| Consumer Cyclical GPC 1 stocks	$193,347 4.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HLF 1 stocks	$65,493 1.57% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate COLD 1 stocks	$44,064 1.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PAGS 1 stocks	$25,000 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts

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