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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 17 of 34 rows. Rows without a quote are marked unavailable.

1LBTYKLIBERTY GLOBAL LTD17.20%New42,311,011$788.68M$18.6452w: $8.52 - $11.93; reported $18.64
2VSATVIASAT INC9.86%-16,174,839$452.09M$27.9552w: $15.02 - $47.35; reported $27.95
3LSXMKLIBERTY MEDIA CORP DEL9.32%-14,851,048$427.41MNo quoteNo quote
4GOOGALPHABET INC9.07%Reduce -23.0%2,949,538$415.68M$140.9352w: $85.57 - $143.94; reported $140.93
5FISFIDELITY NATL INFORMATION SV8.33%Reduce -8.6%6,360,719$382.09M$60.0752w: $46.91 - $79.32; reported $60.07
6WTWWILLIS TOWERS WATSON PLC LTD8.18%-1,555,667$375.23M$241.2052w: $195.29 - $258.93; reported $241.20
7WBDWARNER BROS DISCOVERY INC6.26%-25,235,094$287.18M$11.3852w: $9.27 - $16.34; reported $11.38
8CLVTCLARIVATE PLC5.15%Add +13.3%25,500,000$236.13M$9.2652w: $6.07 - $11.99; reported $9.26
9LSXMALIBERTY MEDIA CORP DEL5.13%-8,177,656$235.03MNo quoteNo quote
10CRHCFCRH PLC5.05%-3,345,543$231.38MNo quoteNo quote
11LBTYALIBERTY GLOBAL LTD2.79%New7,194,276$127.84M$17.7752w: $7.73 - $11.38; reported $17.77
12JAZZJAZZ PHARMACEUTICALS PLC2.24%Add +23.8%833,696$102.55M$123.0052w: $111.25 - $160.96; reported $123.00
13JJACOBS SOLUTIONS INC2.06%Add +49.2%727,786$94.47M$129.8052w: $90.16 - $116.76; reported $129.80
14TBPHTHERAVANCE BIOPHARMA INC1.82%-7,419,226$83.39MNo quoteNo quote
15TSEMTOWER SEMICONDUCTOR LTD1.80%Reduce -4.9%2,710,852$82.74MNo quoteNo quote
16LLYVALIBERTY MEDIA CORP DEL1.51%Reduce -4.0%1,899,547$69.43M$36.5552w: $29.48 - $37.03; reported $36.55
17SSNCSS&C TECHNOLOGIES HLDGS INC1.37%Reduce -55.3%1,028,545$62.85M$61.1152w: $46.61 - $64.52; reported $61.11
18GTNGRAY TELEVISION INC0.73%-3,760,000$33.69M$8.9652w: $5.97 - $14.40; reported $8.96
19GTXGARRETT MOTION INC0.63%Reduce -50.0%2,994,289$28.96M$9.6752w: $6.43 - $9.75; reported $9.67
20LLYVKLIBERTY MEDIA CORP DEL0.59%Reduce -62.3%718,270$26.86M$37.3952w: $29.63 - $39.00; reported $37.39
21HLFHERBALIFE LTD0.56%Reduce -0.8%1,679,799$25.63M$15.2652w: $11.14 - $21.33; reported $15.26
22OPTUALTICE USA INC0.34%-4,774,615$15.52M$3.2552w: $1.75 - $5.57; reported $3.25
23FNCHFINCH THERAPEUTICS GROUP INC0.01%-67,296$243KNo quoteNo quote
33VRTVVERITIV CORP-Sold0$0No quoteNo quote
32TMQTRILOGY METALS INC NEW-Sold0$0No quoteNo quote
31STXSEAGATE TECHNOLOGY HLDNGS PL-Sold0$0No quoteNo quote
30QRVOQORVO INC-Sold0$0No quoteNo quote
29EDUNEW ORIENTAL ED & TECHNOLOGY-Sold0$0No quoteNo quote
28LBTYKLIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
27LBTYALIBERTY GLOBAL PLC-Sold0$0No quoteNo quote
26DGDOLLAR GEN CORP NEW-Sold0$0No quoteNo quote
25ATRAATARA BIOTHERAPEUTICS INC-Sold0$0No quoteNo quote
24ADVADVANTAGE SOLUTIONS 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% 6/0OTHER0$0