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Size ($ in 1000's)
At 12/31/2023: $4,585,037 At 09/30/2023: $5,214,139
Baupost Group LLC MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baupost Group LLC MA 13F filings.
Link to 13F filings: SEC filings
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This page summarizes the Seth Klarman holdings changes quarter over quarter, as of their latest filing date of 12/31/2023.
The information is divided into different holdings changes sections to cover new positions, exits, position increases, and
position decreases, where applicable. In addition to Seth Klarman holdings changes, at Holdings Channel you
can also learn the Top 10 Stocks Held By Seth Klarman.
Entity | Shares/Amount Change | Position Value Change |
VRTV |
-3,324,324 | -$561,478 | DG |
-927,000 | -$98,077 | QRVO |
-935,612 | -$89,323 | COIN |
-93,750,000 | -$70,664 | EDU |
-1,023,272 | -$59,913 | STX |
-600,000 | -$39,570 | ADV |
-6,153,982 | -$17,477 | ATRA |
-9,773,616 | -$14,465 | TMQ |
-2,329,285 | -$1,141 |
Entity | Shares/Amount Change | Position Value Change |
CLVT |
+3,000,000 | +$85,155 | J |
+240,000 | +$27,884 | JAZZ |
+160,000 | +$15,342 | LBTYK |
UNCH | +$3,385 | VSAT |
UNCH | +$153,499 | LSXMK |
UNCH | +$49,305 | WTW |
UNCH | +$50,155 | WBD |
UNCH | +$13,122 | LSXMA |
UNCH | +$26,905 | CRH |
UNCH | +$48,276 |
Entity | Shares/Amount Change | Position Value Change |
GTX |
-2,993,000 | -$18,225 | SSNC |
-1,270,091 | -$57,916 | LLYVK |
-1,184,202 | -$34,213 | GOOG |
-882,000 | -$89,510 | FIS |
-599,500 | -$2,603 | TSEM |
-139,148 | +$12,739 | LLYVA |
-79,620 | +$6,253 | HLF |
-13,546 | +$1,944 | FNCH |
UNCH | -$106 |
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