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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 · 2023Q3
32 positions
1
G5480U120LIBERTY GLOBAL PLC
15.06%
of portfolio
Number of shares
42,311,011 sh
Holdings current value
$785.29M
Avg closing price
$23.23
Last action
Exited
2023Q4
Current —
2
923454102VERITIV CORP
10.77%
of portfolio
Number of shares
3,324,324 sh
Holdings current value
$561.48M
Avg closing price
$36.06
Last action
Exited
2023Q4
Current —
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
9.69%
of portfolio
Number of shares
3,831,538 sh
Holdings current value
$505.19M
Avg closing price
$158.61
+114.0%
Last action
Trimmed 16.8%
2025Q4
Current $339.40
4
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
7.38%
of portfolio
Number of shares
6,960,219 sh
Holdings current value
$384.69M
Avg closing price
$70.51
-31.2%
Last action
Added 11.4%
2025Q4
Current $48.50
5
LM0CLIBERTY MEDIA CORP DELTRK
7.25%
of portfolio
Number of shares
14,851,048 sh
Holdings current value
$378.11M
Avg closing price
$25.46
Last action
Exited
2024Q3
Current —
6
G96629103WILLIS TOWERS WATSON PLC LTD
6.23%
of portfolio
Number of shares
1,555,667 sh
Holdings current value
$325.07M
Avg closing price
$247.73
Last action
Added 20.9%
2025Q4
Current —
7
VSATVIASAT INC
Technology·Communication Equipment
5.73%
of portfolio
Number of shares
16,174,839 sh
Holdings current value
$298.59M
Avg closing price
$66.35
-5.3%
Last action
Exited
2025Q3
Current $62.85
8
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
5.26%
of portfolio
Number of shares
25,235,094 sh
Holdings current value
$274.05M
Avg closing price
$12.48
+120.0%
Last action
Exited
2024Q2
Current $27.47
9
531229813LIBERTY MEDIA CORP DEL
3.99%
of portfolio
Number of shares
8,177,656 sh
Holdings current value
$208.12M
Avg closing price
$25.45
Last action
Exited
2024Q3
Current —
10
G25508105CRH PLC
3.51%
of portfolio
Number of shares
3,345,543 sh
Holdings current value
$183.10M
Avg closing price
$71.21
Last action
Trimmed 40.8%
2025Q4
Current —
11
G21810109CLARIVATE PLC
2.90%
of portfolio
Number of shares
22,500,000 sh
Holdings current value
$150.97M
Avg closing price
$6.78
Last action
Exited
2025Q2
Current —
12
G5480U104LIBERTY GLOBAL PLC
2.36%
of portfolio
Number of shares
7,194,276 sh
Holdings current value
$123.17M
Avg closing price
$28.18
Last action
Exited
2023Q4
Current —
13
SSNCSS&C TECHNOLOGIES HLDGS INC
Technology·Software - Application
2.32%
of portfolio
Number of shares
2,298,636 sh
Holdings current value
$120.77M
Avg closing price
$60.11
+20.0%
Last action
Exited
2024Q1
Current $72.11
14
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
1.88%
of portfolio
Number of shares
927,000 sh
Holdings current value
$98.08M
Avg closing price
$102.70
+23.3%
Last action
Trimmed 39.5%
2025Q4
Current $126.68
15
QRVOQORVO INC
Technology·Semiconductors
1.71%
of portfolio
Number of shares
935,612 sh
Holdings current value
$89.32M
Avg closing price
$120.16
-31.8%
Last action
Exited
2023Q4
Current $81.90
16
G50871105JAZZ PHARMACEUTICALS PLC
1.67%
of portfolio
Number of shares
673,696 sh
Holdings current value
$87.20M
Avg closing price
$126.29
Last action
Exited
2024Q3
Current —
17
COIN 0.5 06/01/26COINBASE GLOBAL INC
1.36%
of portfolio
Number of shares
93,750,000 sh
Holdings current value
$70.66M
Avg closing price
$0.69
Last action
Exited
2023Q4
Current —
18
M87915274TOWER SEMICONDUCTOR LTD
1.34%
of portfolio
Number of shares
2,850,000 sh
Holdings current value
$70.00M
Avg closing price
$24.56
Last action
Exited
2024Q1
Current —
19
JJACOBS SOLUTIONS INC
Industrials·Engineering & Construction
1.28%
of portfolio
Number of shares
487,786 sh
Holdings current value
$66.58M
Avg closing price
$134.29
-4.0%
Last action
Exited
2024Q4
Current $128.93
20
G8807B106THERAVANCE BIOPHARMA INC
1.23%
of portfolio
Number of shares
7,419,226 sh
Holdings current value
$64.03M
Avg closing price
$17.29
Last action
Exited
2024Q3
Current —
21
LLYVA*LIBERTY MEDIA CORP DELTRK
1.21%
of portfolio
Number of shares
1,979,167 sh
Holdings current value
$63.17M
Avg closing price
$31.92
Last action
Exited
2024Q1
Current —
22
LLYVK*LIBERTY MEDIA CORP DELTRK
1.17%
of portfolio
Number of shares
1,902,472 sh
Holdings current value
$61.07M
Avg closing price
$32.10
Last action
Exited
2024Q1
Current —
23
EDUNEW ORIENTAL ED & TECHNOLOGYADR
Consumer Defensive·Education & Training Services
1.15%
of portfolio
Number of shares
1,023,272 sh
Holdings current value
$59.91M
Avg closing price
$20.36
+190.9%
Last action
Exited
2023Q4
Current $59.23
24
GTXGARRETT MOTION INC
Consumer Cyclical·Auto Parts
0.90%
of portfolio
Number of shares
5,987,289 sh
Holdings current value
$47.18M
Avg closing price
$7.63
+161.1%
Last action
Exited
2024Q1
Current $19.91
25
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
0.76%
of portfolio
Number of shares
600,000 sh
Holdings current value
$39.57M
Avg closing price
$62.83
Last action
Exited
2023Q4
Current —
26
GTNGRAY TELEVISION INC
Communication Services·Broadcasting
0.50%
of portfolio
Number of shares
3,760,000 sh
Holdings current value
$26.02M
Avg closing price
$17.06
-65.4%
Last action
Exited
2024Q1
Current $5.91
27
G4412G101HERBALIFE NUTRITION LTD
0.45%
of portfolio
Number of shares
1,693,345 sh
Holdings current value
$23.69M
Avg closing price
$10.57
Last action
Added 775.8%
2025Q4
Current —
28
00791N102ADVANTAGE SOLUTIONS INC
0.34%
of portfolio
Number of shares
6,153,982 sh
Holdings current value
$17.48M
Avg closing price
$12.90
Last action
Exited
2023Q4
Current —
29
OPTUALTICE USA INC
Communication Services·Telecom Services
0.30%
of portfolio
Number of shares
4,774,615 sh
Holdings current value
$15.61M
Avg closing price
$4.38
-61.9%
Last action
Exited
2024Q2
Current $1.67
30
ATRAGBXATARA BIOTHERAPEUTICS INC
0.28%
of portfolio
Number of shares
9,773,616 sh
Holdings current value
$14.46M
Avg closing price
$16.85
Last action
Exited
2023Q4
Current —
31
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.02%
of portfolio
Number of shares
2,329,285 sh
Holdings current value
$1.14M
Avg closing price
$0.87
+414.7%
Last action
Exited
2023Q4
Current $4.48
32
FNCHQFINCH THERAPEUTICS GROUP INC
0.01%
of portfolio
Number of shares
67,296 sh
Holdings current value
$349.0K
Avg closing price
$8.53
-10.2%
Last action
Exited
2024Q1
Current $7.66

Portfolio heatmap

Box size = % of portfolio · color = return since filing
LIBERTY GLOBAL PLC
15.06%
VERITIV CORP
10.77%
GOOG
9.69% · +157.4%
FIS
7.38% · -12.2%
LM0C
7.25%
WILLIS TOWERS WATSON PLC LTD
6.23%
VSAT
5.73% · +240.5%
WBD
5.26% · +152.9%
LIBERTY MEDIA CORP DEL
3.99%
CRH PLC
3.51%
CLARIVATE PLC
2.90%
LIBERTY GLOBAL PLC
2.36%
SSNC
2.32% · +37.2%
DG
1.88% · +19.7%
QRVO
1.71% · -14.2%
JAZZ PHARMACEUTICALS PLC
1.67%
COIN 0.5 06/01/26
1.36%
TOWER SEMICONDUCTOR LTD
1.34%
J
1.28% · -5.5%
THERAVANCE BIOPHARMA INC
1.23%
LLYVA*
1.21%
LLYVK*
1.17%
EDU
1.15% · +1.2%
GTX
0.90% · +152.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology4 pos$893.4M45.0%
  • Communication Services4 pos$820.9M41.3%
  • Consumer Defensive2 pos$158.0M8.0%
  • Industrials1 pos$66.6M3.4%
  • Consumer Cyclical1 pos$47.2M2.4%
  • Basic Materials1 pos$1.1M0.1%
(61.9% unclassified, excluded from %)