OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Seth Klarman (Baupost Group)
  • Overview
  • Portfolio22
  • Performance40Q
  • Options
  • Activity1.1k
  • News
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 · 2023Q4
23 positions
1
G61188127LIBERTY GLOBAL LTD
17.20%
of portfolio
Number of shares
42,311,011 sh
Holdings current value
$788.68M
Avg closing price
$18.64
Last action
Trimmed 1.8%
2025Q4
Current —
2
VSATVIASAT INC
Technology·Communication Equipment
9.86%
of portfolio
Number of shares
16,174,839 sh
Holdings current value
$452.09M
Avg closing price
$66.35
-5.3%
Last action
Exited
2025Q3
Current $62.85
3
LM0CLIBERTY MEDIA CORP DELTRK
9.32%
of portfolio
Number of shares
14,851,048 sh
Holdings current value
$427.41M
Avg closing price
$25.46
Last action
Exited
2024Q3
Current —
4
GOOGALPHABET INC
Communication Services·Internet Content & Information
9.07%
of portfolio
Number of shares
2,949,538 sh
Holdings current value
$415.68M
Avg closing price
$158.61
+114.0%
Last action
Trimmed 20.7%
2025Q4
Current $339.40
5
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
8.33%
of portfolio
Number of shares
6,360,719 sh
Holdings current value
$382.09M
Avg closing price
$70.51
-31.2%
Last action
Added 12.6%
2025Q4
Current $48.50
6
G96629103WILLIS TOWERS WATSON PLC LTD
8.18%
of portfolio
Number of shares
1,555,667 sh
Holdings current value
$375.23M
Avg closing price
$247.73
Last action
Added 20.9%
2025Q4
Current —
7
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
6.26%
of portfolio
Number of shares
25,235,094 sh
Holdings current value
$287.18M
Avg closing price
$12.48
+120.0%
Last action
Exited
2024Q2
Current $27.47
8
G21810109CLARIVATE PLC
5.15%
of portfolio
Number of shares
25,500,000 sh
Holdings current value
$236.13M
Avg closing price
$6.78
Last action
Exited
2025Q2
Current —
9
531229813LIBERTY MEDIA CORP DEL
5.13%
of portfolio
Number of shares
8,177,656 sh
Holdings current value
$235.03M
Avg closing price
$25.45
Last action
Exited
2024Q3
Current —
10
G25508105CRH PLC
5.05%
of portfolio
Number of shares
3,345,543 sh
Holdings current value
$231.38M
Avg closing price
$71.21
Last action
Trimmed 40.8%
2025Q4
Current —
11
G61188101LIBERTY GLOBAL LTD
2.79%
of portfolio
Number of shares
7,194,276 sh
Holdings current value
$127.84M
Avg closing price
$17.77
Last action
Trimmed 29.4%
2025Q4
Current —
12
G50871105JAZZ PHARMACEUTICALS PLC
2.24%
of portfolio
Number of shares
833,696 sh
Holdings current value
$102.55M
Avg closing price
$126.29
Last action
Exited
2024Q3
Current —
13
JJACOBS SOLUTIONS INC
Industrials·Engineering & Construction
2.06%
of portfolio
Number of shares
727,786 sh
Holdings current value
$94.47M
Avg closing price
$134.29
-4.0%
Last action
Exited
2024Q4
Current $128.93
14
G8807B106THERAVANCE BIOPHARMA INC
1.82%
of portfolio
Number of shares
7,419,226 sh
Holdings current value
$83.39M
Avg closing price
$17.29
Last action
Exited
2024Q3
Current —
15
M87915274TOWER SEMICONDUCTOR LTD
1.80%
of portfolio
Number of shares
2,710,852 sh
Holdings current value
$82.73M
Avg closing price
$24.56
Last action
Exited
2024Q1
Current —
16
LLYVA*LIBERTY MEDIA CORP DELTRK
1.51%
of portfolio
Number of shares
1,899,547 sh
Holdings current value
$69.43M
Avg closing price
$31.92
Last action
Exited
2024Q1
Current —
17
SSNCSS&C TECHNOLOGIES HLDGS INC
Technology·Software - Application
1.37%
of portfolio
Number of shares
1,028,545 sh
Holdings current value
$62.85M
Avg closing price
$60.11
+20.0%
Last action
Exited
2024Q1
Current $72.11
18
GTNGRAY TELEVISION INC
Communication Services·Broadcasting
0.73%
of portfolio
Number of shares
3,760,000 sh
Holdings current value
$33.69M
Avg closing price
$17.06
-65.4%
Last action
Exited
2024Q1
Current $5.91
19
GTXGARRETT MOTION INC
Consumer Cyclical·Auto Parts
0.63%
of portfolio
Number of shares
2,994,289 sh
Holdings current value
$28.95M
Avg closing price
$7.63
+161.1%
Last action
Exited
2024Q1
Current $19.91
20
LLYVK*LIBERTY MEDIA CORP DELTRK
0.59%
of portfolio
Number of shares
718,270 sh
Holdings current value
$26.86M
Avg closing price
$32.10
Last action
Exited
2024Q1
Current —
21
G4412G101HERBALIFE NUTRITION LTD
0.56%
of portfolio
Number of shares
1,679,799 sh
Holdings current value
$25.63M
Avg closing price
$10.57
Last action
Added 834.3%
2025Q4
Current —
22
OPTUALTICE USA INC
Communication Services·Telecom Services
0.34%
of portfolio
Number of shares
4,774,615 sh
Holdings current value
$15.52M
Avg closing price
$4.38
-61.9%
Last action
Exited
2024Q2
Current $1.67
23
FNCHQFINCH THERAPEUTICS GROUP INC
0.01%
of portfolio
Number of shares
67,296 sh
Holdings current value
$243.0K
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 LTD
17.20%
VSAT
9.86% · +124.9%
LM0C
9.32%
GOOG
9.07% · +140.8%
FIS
8.33% · -19.3%
WILLIS TOWERS WATSON PLC LTD
8.18%
WBD
6.26% · +141.4%
CLARIVATE PLC
5.15%
LIBERTY MEDIA CORP DEL
5.13%
CRH PLC
5.05%
LIBERTY GLOBAL LTD
2.79%
JAZZ PHARMACEUTICALS PLC
2.24%
J
2.06% · -0.7%
THERAVANCE BIOPHARMA INC
1.82%
TOWER SEMICONDUCTOR LTD
1.80%
LLYVA*
1.51%
SSNC
1.37% · +18.0%
GTN
0.73% · -34.0%
GTX
0.63% · +105.9%
LLYVK*
0.59%
HERBALIFE NUTRITION LTD
0.56%
OPTU
0.34% · -48.6%
FNCHQ
0.01% · +112.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology3 pos$897.0M50.6%
  • Communication Services4 pos$752.1M42.4%
  • Industrials1 pos$94.5M5.3%
  • Consumer Cyclical1 pos$29.0M1.6%
(61.3% unclassified, excluded from %)