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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Seth Klarman (Baupost Group)
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Hedge Fund · CIK 0001061768

Seth Klarman

Baupost Group
Share
  • Consumer-Focused
  • Mid-Size Fund

Seth Klarman runs Baupost Group, a hedge fund overseeing $5.28B in disclosed equity holdings (SEC CIK 0001061768). The latest portfolio (2025Q4) discloses 22 positions across 8 sectors, with the largest positions in QSR, AMZN and WILLIS TOWERS WATSON PLC LTD. On a mark-to-market basis the tracked portfolio has returned 19.7% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Seth's filingsView holdings↓
Portfolio
$5.28B
Positions
22
Quarter
2025Q4
Filings tracked
40
1Y+19.7%Since filing+161.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q1
31 positions
1
G5480U120LIBERTY GLOBAL PLC
16.56%
of portfolio
Number of shares
47,504,310 sh
Holdings current value
$968.14M
Avg closing price
$23.23
Last action
Exited
2023Q4
Current —
2
GOOGALPHABET INC
Communication Services·Internet Content & Information
10.41%
of portfolio
Number of shares
5,851,780 sh
Holdings current value
$608.59M
Avg closing price
$158.61
+114.0%
Last action
Trimmed 11.6%
2025Q4
Current $339.40
3
VSATVIASAT INC
Technology·Communication Equipment
9.43%
of portfolio
Number of shares
16,288,959 sh
Holdings current value
$551.22M
Avg closing price
$66.35
-5.3%
Last action
Exited
2025Q3
Current $62.85
4
QRVOQORVO INC
Technology·Semiconductors
8.08%
of portfolio
Number of shares
4,649,504 sh
Holdings current value
$472.25M
Avg closing price
$120.16
-31.8%
Last action
Exited
2023Q4
Current $81.90
5
923454102VERITIV CORP
7.68%
of portfolio
Number of shares
3,324,324 sh
Holdings current value
$449.25M
Avg closing price
$36.06
Last action
Exited
2023Q4
Current —
6
LSXMKUSDLIBERTY MEDIA CORP DELTRK
7.11%
of portfolio
Number of shares
14,851,048 sh
Holdings current value
$415.68M
Avg closing price
$38.43
Last action
Exited
2023Q3
Current —
7
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
6.52%
of portfolio
Number of shares
25,235,094 sh
Holdings current value
$381.05M
Avg closing price
$12.48
+120.0%
Last action
Exited
2024Q2
Current $27.47
8
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
4.50%
of portfolio
Number of shares
4,841,549 sh
Holdings current value
$263.04M
Avg closing price
$70.51
-31.2%
Last action
Added 17.3%
2025Q4
Current $48.50
9
LM03LIBERTY MEDIA CORP DELTRK
3.93%
of portfolio
Number of shares
8,177,656 sh
Holdings current value
$229.71M
Avg closing price
$38.04
Last action
Exited
2023Q3
Current —
10
366505204GARRETT MOTION INC
3.87%
of portfolio
Number of shares
25,480,292 sh
Holdings current value
$226.52M
Avg closing price
$8.38
Last action
Exited
2023Q2
Current —
11
EDUNEW ORIENTAL ED & TECHNOLOGYADR
Consumer Defensive·Education & Training Services
3.58%
of portfolio
Number of shares
5,418,784 sh
Holdings current value
$209.22M
Avg closing price
$20.36
+190.9%
Last action
Exited
2023Q4
Current $59.23
12
G96629103WILLIS TOWERS WATSON PLC LTD
3.41%
of portfolio
Number of shares
858,667 sh
Holdings current value
$199.54M
Avg closing price
$247.73
Last action
Added 45.5%
2025Q4
Current —
13
SSNCSS&C TECHNOLOGIES HLDGS INC
Technology·Software - Application
3.16%
of portfolio
Number of shares
3,274,430 sh
Holdings current value
$184.91M
Avg closing price
$60.11
+20.0%
Last action
Exited
2024Q1
Current $72.11
14
G5480U104LIBERTY GLOBAL PLC
2.40%
of portfolio
Number of shares
7,194,276 sh
Holdings current value
$140.29M
Avg closing price
$28.18
Last action
Exited
2023Q4
Current —
15
G8807B106THERAVANCE BIOPHARMA INC
1.93%
of portfolio
Number of shares
10,419,226 sh
Holdings current value
$113.05M
Avg closing price
$17.29
Last action
Exited
2024Q3
Current —
16
SWKSSKYWORKS SOLUTIONS INC
Technology·Semiconductors
1.42%
of portfolio
Number of shares
703,865 sh
Holdings current value
$83.04M
Avg closing price
$117.98
-50.0%
Last action
Exited
2023Q2
Current $58.99
17
G50871105JAZZ PHARMACEUTICALS PLC
1.20%
of portfolio
Number of shares
478,696 sh
Holdings current value
$70.05M
Avg closing price
$126.29
Last action
Exited
2024Q3
Current —
18
FISVFISERV INC
1.03%
of portfolio
Number of shares
533,382 sh
Holdings current value
$60.29M
Avg closing price
$93.21
-31.4%
Last action
Added
2025Q4
Current $63.97
19
GTNGRAY TELEVISION INC
Communication Services·Broadcasting
0.56%
of portfolio
Number of shares
3,760,000 sh
Holdings current value
$32.79M
Avg closing price
$17.06
-65.4%
Last action
Exited
2024Q1
Current $5.91
20
G4412G101HERBALIFE NUTRITION LTD
0.54%
of portfolio
Number of shares
1,954,200 sh
Holdings current value
$31.46M
Avg closing price
$10.57
Last action
Added 330.3%
2025Q4
Current —
21
COIN 0.5 06/01/26COINBASE GLOBAL INC
0.50%
of portfolio
Number of shares
45,250,000 sh
Holdings current value
$28.96M
Avg closing price
$0.69
Last action
Exited
2023Q4
Current —
22
GTXGARRETT MOTION INC
Consumer Cyclical·Auto Parts
0.47%
of portfolio
Number of shares
3,575,000 sh
Holdings current value
$27.39M
Avg closing price
$7.63
+161.1%
Last action
Exited
2024Q1
Current $19.91
23
ATRAGBXATARA BIOTHERAPEUTICS INC
0.45%
of portfolio
Number of shares
9,123,616 sh
Holdings current value
$26.46M
Avg closing price
$16.85
Last action
Exited
2023Q4
Current —
24
00791N102ADVANTAGE SOLUTIONS INC
0.29%
of portfolio
Number of shares
11,001,624 sh
Holdings current value
$17.03M
Avg closing price
$12.90
Last action
Exited
2023Q4
Current —
25
OPTUALTICE USA INC
Communication Services·Telecom Services
0.28%
of portfolio
Number of shares
4,774,615 sh
Holdings current value
$16.33M
Avg closing price
$4.38
-61.9%
Last action
Exited
2024Q2
Current $1.67
26
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
0.25%
of portfolio
Number of shares
65,043 sh
Holdings current value
$14.89M
Avg closing price
$214.55
+31.9%
Last action
Exited
2023Q2
Current $283.04
27
DBRGDIGITALBRIDGE GROUP INC
Financial Services·Asset Management
0.25%
of portfolio
Number of shares
1,233,914 sh
Holdings current value
$14.79M
Avg closing price
$12.51
+24.6%
Last action
Exited
2023Q2
Current $15.59
28
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
0.15%
of portfolio
Number of shares
136,077 sh
Holdings current value
$9.00M
Avg closing price
$62.83
Last action
Exited
2023Q4
Current —
29
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.04%
of portfolio
Number of shares
4,271,542 sh
Holdings current value
$2.28M
Avg closing price
$0.87
+414.7%
Last action
Exited
2023Q4
Current $4.48
30
31773D101FINCH THERAPEUTICS GROUP INC
0.01%
of portfolio
Number of shares
2,019,008 sh
Holdings current value
$793.0K
Avg closing price
$8.08
Last action
Exited
2023Q2
Current —
31
G46044122HORIZON ACQUISITION CORPORAT
0.00%
of portfolio
Number of shares
2 sh
Holdings current value
$0
Avg closing price
$10.74
Last action
Exited
2023Q2
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
LIBERTY GLOBAL PLC
16.56%
GOOG
10.41% · +226.3%
VSAT
9.43% · +85.7%
QRVO
8.08% · -19.4%
VERITIV CORP
7.68%
LSXMKUSD
7.11%
WBD
6.52% · +81.9%
FIS
4.50% · -10.7%
LM03
3.93%
GARRETT MOTION INC
3.87%
EDU
3.58% · +53.4%
WILLIS TOWERS WATSON PLC LTD
3.41%
SSNC
3.16% · +27.7%
LIBERTY GLOBAL PLC
2.40%
THERAVANCE BIOPHARMA INC
1.93%
SWKS
1.42% · -50.0%
JAZZ PHARMACEUTICALS PLC
1.20%
FISV
1.03% · -43.4%
GTN
0.56% · -32.2%
HERBALIFE NUTRITION LTD
0.54%
COIN 0.5 06/01/26
0.50%
GTX
0.47% · +159.9%
ATRAGBX
0.45%
ADVANTAGE SOLUTIONS INC
0.29%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology5 pos$1.55B54.3%
  • Communication Services4 pos$1.04B36.3%
  • Consumer Defensive1 pos$209.2M7.3%
  • Consumer Cyclical2 pos$42.3M1.5%
  • Financial Services1 pos$14.8M0.5%
  • Basic Materials1 pos$2.3M0.1%
(51.1% unclassified, excluded from %)