Seth Klarman · Baupost Group LLC/Ma
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 22 |
| Portfolio value: | $3.4B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| WTW · Willis Towers Watson Plc Ltd. | 16.75 | New | 1,836,748 | $313.24 | $575,343,000 | $256.36 | -18.16% | $246.61 | $352.79 |
| LBTYA · Liberty Global Ltd. | 15.09 | New | 39,453,843 | $13.14 | $518,423,000 | $12.15 | -7.53% | $9.03 | $13.52 |
| GOOG · Alphabet Inc. | 7.91 | New | 1,425,988 | $190.44 | $271,565,000 | $400.71 | +110.41% | $156.16 | $402.00 |
| WCC · Wesco Intl Inc. | 7.56 | New | 1,435,671 | $180.96 | $259,799,000 | $355.31 | +96.35% | $161.70 | $368.90 |
| CRH · Crh Plc | 7.12 | New | 2,641,402 | $92.52 | $244,383,000 | $113.76 | +22.96% | $86.83 | $131.55 |
| FERG · Ferguson Enterprises | 5.72 | New | 1,132,000 | $173.57 | $196,481,000 | $241.34 | +39.04% | $173.53 | $271.64 |
| QSR · Restaurant Brands Intl Inc. | 5.51 | New | 2,901,700 | $65.18 | $189,133,000 | $79.71 | +22.29% | $61.33 | $81.96 |
| CLVT · Clarivate Plc | 5.37 | New | 36,279,205 | $5.08 | $184,298,000 | $2.78 | -45.28% | $1.66 | $4.77 |
| EXP · Eagle Matls Inc. | 4.59 | New | 638,223 | $246.76 | $157,488,000 | $210.45 | -14.71% | $171.99 | $243.64 |
| DG · Dollar Gen Corp. New | 4.55 | New | 2,060,800 | $75.82 | $156,250,000 | $113.29 | +49.42% | $86.25 | $158.23 |
| VSAT · Viasat Inc. | 3.03 | New | 12,222,590 | $8.51 | $104,014,000 | $70.01 | +722.68% | $8.61 | $70.35 |
| GDS · Gds Hldgs Ltd. | 2.94 | New | 4,249,952 | $23.76 | $100,979,000 | $44.25 | +86.24% | $22.53 | $48.61 |
| 867975104 · Sunrise Communications Ag | 2.93 | New | 2,335,263 | $43.08 | $100,603,000 | — | — | — | — |
| SOLV · Solventum Corp. | 2.78 | New | 1,446,300 | $66.06 | $95,543,000 | $73.38 | +11.08% | $62.38 | $88.20 |
| HUM · Humana Inc. | 2.56 | New | 346,000 | $253.71 | $87,784,000 | $274.96 | +8.38% | $163.11 | $315.35 |
| LBTYA · Liberty Global Ltd. | 1.93 | New | 5,201,444 | $12.76 | $66,370,000 | $12.15 | -4.78% | $9.03 | $13.52 |
| HLF · Herbalife Ltd. | 1.48 | New | 7,600,526 | $6.69 | $50,848,000 | $14.31 | +113.90% | $6.62 | $20.40 |
| GPC · Genuine Parts Co. | 1.07 | New | 315,337 | $116.76 | $36,819,000 | $104.72 | -10.31% | $96.08 | $151.57 |
| HLF · Herbalife Ltd. | 0.38 | New | 17,129,000 | $0.77 | $13,104,000 | $14.31 | +1770.54% | $6.62 | $20.40 |
| LBRDA · Liberty Broadband Corp. | 0.37 | New | 170,610 | $74.76 | $12,755,000 | $36.04 | -51.79% | $35.98 | $95.95 |
| TBN · Tamboran Res Corp. | 0.35 | New | 570,833 | $20.99 | $11,982,000 | $35.64 | +69.79% | $17.29 | $52.21 |
| LBRDA · Liberty Broadband Corp. | 0.02 | New | 7,560 | $74.34 | $562,000 | $36.04 | -51.52% | $35.98 | $95.95 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
10 sectors represented
Whales with similar holdings to Seth Klarman
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
Coming soon
Curated press + commentary about Seth Klarman arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com