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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 2026-05-10 from SEC 13F data.

Live quotes available for 21 of 37 rows. Rows without a quote are marked unavailable.

1LBTYKLIBERTY GLOBAL PLC15.27%Reduce -6.0%42,311,011$785.29M$18.5652w: $8.46 - $11.93; reported $18.56
2VRTVVERITIV CORP10.92%-3,324,324$561.48MNo quoteNo quote
3GOOGALPHABET INC9.82%Reduce -7.0%3,831,538$505.19M$131.8552w: $83.45 - $139.93; reported $131.85
4FISFIDELITY NATL INFORMATION SV7.48%Add +2.7%6,960,219$384.69M$55.2752w: $48.57 - $85.18; reported $55.27
5LSXMKLIBERTY MEDIA CORP DEL7.35%New14,851,048$378.11MNo quoteNo quote
6WTWWILLIS TOWERS WATSON PLC LTD6.32%Add +72.4%1,555,667$325.07M$208.9652w: $195.29 - $258.93; reported $208.96
7VSATVIASAT INC5.81%Reduce -0.7%16,174,839$298.59M$18.4652w: $17.27 - $47.35; reported $18.46
8WBDWARNER BROS DISCOVERY INC5.33%-25,235,094$274.05M$10.8652w: $8.82 - $16.34; reported $10.86
9LSXMALIBERTY MEDIA CORP DEL4.05%New8,177,656$208.12MNo quoteNo quote
10CRHCFCRH PLC3.56%New3,345,543$183.1MNo quoteNo quote
11CLVTCLARIVATE PLC2.94%New22,500,000$150.98M$6.7152w: $6.41 - $11.99; reported $6.71
12LBTYALIBERTY GLOBAL PLC2.39%-7,194,276$123.17M$17.1252w: $7.84 - $11.38; reported $17.12
13SSNCSS&C TECHNOLOGIES HLDGS INC2.35%Reduce -38.2%2,298,636$120.77M$52.5452w: $45.25 - $64.52; reported $52.54
14DGDOLLAR GEN CORP NEW1.91%Add +283.1%927,000$98.08M$105.8052w: $103.27 - $261.59; reported $105.80
15QRVOQORVO INC1.74%Reduce -64.3%935,612$89.32M$95.4752w: $75.38 - $114.59; reported $95.47
16JAZZJAZZ PHARMACEUTICALS PLC1.70%-673,696$87.2M$129.4452w: $120.64 - $160.96; reported $129.44
17TSEMTOWER SEMICONDUCTOR LTD1.36%New2,850,000$70MNo quoteNo quote
18JJACOBS SOLUTIONS INC1.29%New487,786$66.58M$136.5052w: $88.32 - $114.00; reported $136.50
19TBPHTHERAVANCE BIOPHARMA INC1.24%-7,419,226$64.03MNo quoteNo quote
20LLYVALIBERTY MEDIA CORP DEL1.23%New1,979,167$63.18M$31.9252w: $30.50 - $37.00; reported $31.92
21LLYVKLIBERTY MEDIA CORP DEL1.19%New1,902,472$61.07M$32.1052w: $29.63 - $39.00; reported $32.10
22EDUNEW ORIENTAL ED & TECHNOLOGY1.16%Reduce -75.2%1,023,272$59.91M$58.5552w: $17.01 - $61.15; reported $58.55
23GTXGARRETT MOTION INC0.92%Reduce -77.0%5,987,289$47.18M$7.8852w: $5.57 - $8.68; reported $7.88
24STXSEAGATE TECHNOLOGY HLDNGS PL0.77%-600,000$39.57M$65.9552w: $47.47 - $74.51; reported $65.95
25GTNGRAY TELEVISION INC0.51%-3,760,000$26.02M$6.9252w: $6.50 - $15.79; reported $6.92
26HLFHERBALIFE LTD0.46%Reduce -13.3%1,693,345$23.69M$13.9952w: $11.14 - $22.73; reported $13.99
27ADVADVANTAGE SOLUTIONS INC0.34%Reduce -42.2%6,153,982$17.48MNo quoteNo quote
28OPTUALTICE USA INC0.30%-4,774,615$15.61M$3.2752w: $2.01 - $7.06; reported $3.27
29ATRAATARA BIOTHERAPEUTICS INC0.28%-9,773,616$14.47MNo quoteNo quote
30TMQTRILOGY METALS INC NEW0.02%Reduce -31.6%2,329,285$1.14MNo quoteNo quote
31FNCHFINCH THERAPEUTICS GROUP INC0.01%-67,296$349KNo quoteNo quote
36UNPUNION PAC CORP-Sold0$0No quoteNo quote
35LSXMKLIBERTY MEDIA CORP DEL-Sold0$0No quoteNo quote
34LSXMALIBERTY MEDIA CORP DEL-Sold0$0No quoteNo quote
33CRHCRH PLC-Sold0$0No quoteNo quote
32AMZNAMAZON COM INC-Sold0$0No quoteNo quote

Other instruments

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

1COIN 0.5 06/01/26COINBASE GLOBAL INCNOTE 0.500% 6/0OTHER93,750,000$70.66M