Superinvestors / Baupost Group
Seth Klarman
Baupost Group
Deep value; special situations
$5.12B 13F value
22 positions · as of 2026-03-31 · filed 2026-05-14
This quarter
6 new6 exited9 added4 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| AMZN | AMAZON COM INCINCREASED +47.0% | 12.70% | $649.54M |
| QSR | RESTAURANT BRANDS INTL INCUNCHANGED | 11.67% | $597.21M |
| WCC | WESCO INTL INCINCREASED +1.3% | 7.69% | $393.16M |
| UNP | UNION PAC CORPDECREASED -5.3% | 7.31% | $373.88M |
| ELV | ELEVANCE HEALTH INC FORMERLYINCREASED +0.5% | 7.30% | $373.30M |
Showing 5 of 22
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 22 positions
Seth Klarman's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
Sign in free