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Focused investors/Seth Klarman

Seth Klarman - Baupost Group

As of Q1 2026, Seth Klarman reported 22 long-equity positions worth $5.12B in aggregate.

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Latest quarter
+2.79%
1-year
+38.08%
3-year
+52.44%
3-year top 5
+62.23%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 19 of 57 rows. Rows without a quote are marked unavailable.

1LBTYKLIBERTY GLOBAL PLC15.08%-53,971,307$1.4B$25.9152w: $12.28 - $15.96; reported $25.91
2QRVOQORVO INC8.89%Add +11.8%6,645,712$824.73M$124.1052w: $117.03 - $201.68; reported $124.10
3INTCINTEL CORP8.87%Reduce -8.0%16,592,431$822.32M$49.5652w: $43.63 - $68.49; reported $49.56
4VSATVIASAT INC8.57%-16,288,959$794.9M$48.8052w: $39.13 - $68.76; reported $48.80
5GOOGALPHABET INC7.35%Add +6.9%243,890$681.18M$2792.9952w: $104.84 - $152.10; reported $2792.99
6LSXMKLIBERTY MEDIA CORP DEL5.50%Add +6.2%11,161,589$510.42MNo quoteNo quote
7VRTVVERITIV CORP5.14%-3,564,439$476.17MNo quoteNo quote
8FIFISERV INC4.36%Add +30.8%3,988,391$404.42MNo quoteNo quote
9WTWWILLIS TOWERS WATSON PLC LTD3.14%Reduce -1.5%1,230,966$290.78M$236.2252w: $199.78 - $271.87; reported $236.22
10SSNCSS&C TECHNOLOGIES HLDGS INC3.05%Reduce -1.3%3,767,449$282.63M$75.0252w: $68.15 - $84.85; reported $75.02
11LSXMALIBERTY MEDIA CORP DEL2.77%Add +13.0%5,619,936$256.89MNo quoteNo quote
12DBXDROPBOX INC2.65%Add +30.6%10,571,046$245.78MNo quoteNo quote
13MUMICRON TECHNOLOGY INC2.61%Reduce -4.3%3,110,974$242.31M$77.8952w: $65.67 - $98.45; reported $77.89
14NXSTNEXSTAR MEDIA GROUP INC2.33%Reduce -33.0%1,147,692$216.32MNo quoteNo quote
15METAMETA PLATFORMS INC2.33%Reduce -1.5%969,911$215.67M$222.3652w: $185.82 - $384.33; reported $222.36
16EHCENCOMPASS HEALTH CORP2.30%Add +318.9%3,000,000$213.33M$71.1152w: $44.80 - $71.34; reported $71.11
17GTX 11 PERP AGARRETT MOTION INCCUSIP 3665052042.27%-25,480,292$210.72MNo quoteNo quote
18LBTYALIBERTY GLOBAL PLC2.11%-7,657,205$195.34M$25.5152w: $11.85 - $15.75; reported $25.51
19DBRGDIGITALBRIDGE GROUP INC1.43%Reduce -19.7%18,366,359$132.24MNo quoteNo quote
20TBPHTHERAVANCE BIOPHARMA INC1.41%Reduce -0.1%13,643,333$130.43MNo quoteNo quote
21VRNTVERINT SYS INC1.23%Reduce -41.2%2,207,576$114.13MNo quoteNo quote
22ATRAATARA BIOTHERAPEUTICS INC0.81%Reduce -4.2%8,123,616$75.47MNo quoteNo quote
23ADVADVANTAGE SOLUTIONS INC0.80%Reduce -1.3%12,039,952$74.29MNo quoteNo quote
24LFGARCHAEA ENERGY INC0.71%Reduce -10.8%3,121,503$65.49MNo quoteNo quote
25NUVBNUVATION BIO INC0.59%Add +21.1%10,443,494$54.93M$5.2652w: $4.46 - $15.23; reported $5.26
26AVANAVANTI ACQUISITION CORP0.43%-4,000,000$39.44MNo quoteNo quote
27ISIRONSOURCE LTD0.41%Add +98.4%7,936,988$38.1MNo quoteNo quote
28LMACALIBERTY MEDIA ACQUISITION CO0.34%Reduce -1.4%3,156,598$31.28MNo quoteNo quote
29GTNGRAY TELEVISION INC0.31%New1,290,916$28.49M$22.0752w: $18.31 - $25.24; reported $22.07
30POSTPOST HOLDINGS PARTNERING COR0.28%New378,284$26.2M$69.2652w: $61.68 - $77.43; reported $69.26
31GTXGARRETT MOTION INC0.28%-3,575,000$25.7M$7.1952w: $4.89 - $8.90; reported $7.19
32AGCBALTIMETER GROWTH CORP 20.26%Reduce -1.1%2,473,180$24.29MNo quoteNo quote
33GRABGRAB HOLDINGS LIMITED0.22%Reduce -4.6%6,105,101$20.43M$3.3552w: $2.95 - $17.15; reported $3.35
34DGNUDRAGONEER GROWTH OPT CORP II0.21%Reduce -1.8%1,964,288$19.25MNo quoteNo quote
35CGEMCULLINAN ONCOLOGY INC0.17%-1,535,560$16.08MNo quoteNo quote
36JOBYJOBY AVIATION INC0.14%Reduce -79.5%1,967,244$13.02M$6.6252w: $3.61 - $14.33; reported $6.62
37TMQTRILOGY METALS INC NEW0.13%Reduce -5.0%11,125,566$11.68MNo quoteNo quote
38BRBRBELLRING BRANDS INC0.12%New479,583$11.07M$23.0852w: $20.36 - $34.19; reported $23.08
39SVFASVF INVESTMENT CORP0.10%Reduce -1.1%989,267$9.7MNo quoteNo quote
40OBOUTBRAIN INC0.09%-792,000$8.5MNo quoteNo quote
41FNCHFINCH THERAPEUTICS GROUP INC0.06%Reduce -0.8%1,123,108$5.65MNo quoteNo quote
42J209REORGPYMNTNOBLE CORP NEW0.04%-104,928$3.46MNo quoteNo quote
43PSTHWSPERSHING SQUARE TONTINE HLDG0.02%Reduce -2.4%1,898,711$1.79MNo quoteNo quote
44ZGNWSERMENEGILDO ZEGNA N V0.02%Reduce -0.3%698,199$1.56MNo quoteNo quote
45JOBYWSJOBY AVIATION INC0.02%Reduce -0.8%867,896$1.43MNo quoteNo quote
46RBACWSREDBALL ACQUISITION CORP0.01%Reduce -0.8%1,636,173$1.39MNo quoteNo quote
47EVTLWSVERTICAL AEROSPACE LTD0.01%Reduce -1.5%1,462,477$1.15MNo quoteNo quote
48AUROWAURORA INNOVATION INC0.01%Reduce -1.8%736,550$1.09M$1.48No quote
49HZONWSHORIZON ACQUISITION CORPORAT0.01%-1,166,666$770KNo quoteNo quote
50AVANWSAVANTI ACQUISITION CORP0.01%-2,000,000$520KNo quoteNo quote
51CZOWFCAZOO GROUP LTD0.01%-1,250,000$475KNo quoteNo quote
52LMACWLIBERTY MEDIA ACQUISITION CO0.00%Reduce -1.4%631,320$423KNo quoteNo quote
53SVFAWSVF INVESTMENT CORP0.00%Reduce -1.1%197,853$111KNo quoteNo quote
54HIPOWSHIPPO HLDGS INC0.00%Reduce -0.3%199,485$68KNo quoteNo quote
56PSTHPERSHING SQUARE TONTINE HLDG-Sold0$0No quoteNo quote
55GENNORTONLIFELOCK INC-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1TBPH 3.25 11/01/23THERAVANCE BIOPHARMA INCNOTE 3.250%11/0OTHER30,000,000$28.56M