Seth Klarman - Baupost Group
As of Q1 2026, this manager reported 22 long-equity positions worth $5.12B in aggregate.
As of Q1 2026, Seth Klarman's Baupost Group held 22 long-equity positions with a reported value of $5.12B.
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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| LBTYK | LIBERTY GLOBAL LTD | Reduce -35.9% | 3.07% | 13,397,247 | $157.15M | $11.73 | $10.04 - $13.12(55%)$10.82 -> $11.73 |
| WTW | WILLIS TOWERS WATSON PLC LTD | Reduce -34.2% | 5.08% | 893,126 | $259.63M | $290.70 | $275.60 - $344.99(22%)$326.27 -> $290.70 |
| EXP | EAGLE MATLS INC | Reduce -24.7% | 3.31% | 892,763 | $169.13M | $189.45 | $171.99 - $242.53(25%)$211.45 -> $189.45 |
| UNP | UNION PAC CORP | Reduce -5.3% | 7.31% | 1,540,995 | $373.88M | $242.62 | $219.98 - $268.14(47%)$231.91 -> $242.62 |
| CRHCF | CRH PLC | Sold | — | 0 | $0 | — | - |
| DG | DOLLAR GEN CORP NEW | Sold | — | 0 | $0 | — | - |
| FIS | FIDELITY NATL INFORMATION SV | Sold | — | 0 | $0 | — | - |
| FI | FISERV INC | Sold | — | 0 | $0 | — | - |
| LBTYA | LIBERTY GLOBAL LTD | Sold | — | 0 | $0 | — | - |
| TBN | TAMBORAN RES CORP | Sold | — | 0 | $0 | — | - |