10k reader is now part of Stratosphere.io 🎉
Seth Klarman profile

Seth Klarman | Baupost Group Llc/ma

Fund Stats for Q2 2022Seth Klarman is the managing partner of Baupost Group Llc/ma. The 13F filing for 2022 Q1 included $9.30B in managed 13F securities and a top 10 holdings concentration of 69.73%. Baupost Group Llc/ma's...

About Seth KlarmanSeth Klarman is a value investor and Portfolio Manager of the investment partnership The Baupost Group, which he founded in 1983. The guru, who authored the $1,000 book 'Margin of Safety,' received an...

Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
Current Price
Yearly High
Yearly Low
Market Cap
% Owned
1.07B
15.80%
48.42M
-10.29%
-5.55M
$22.09
QRVO
657.13M
9.71%
6.97M
4.84%
321.32K
$94.32
$85.43
$178.8
$84.17
8.82B
6.75%
VSAT
498.93M
7.37%
16.29M
0
$30.63
$37.86
$68.76
$25.38
2.86B
21.56%
LSXMK
477.50M
7.06%
13.25M
18.67%
2.08M
$36.05
$40.99
$56.19
$34.34
13.42B
4.05%
VRTV
386.92M
5.72%
3.56M
0
$108.55
$114.88
$161.1
$79.95
1.60B
25.52%
GOOG
369.27M
5.46%
3.38M
1284.35%
3.13M
$109.37
$103.90
$152.1
$102.208
1.37T
0.03%
INTC
326.38M
4.82%
8.72M
-47.42%
-7.87M
$37.41
$28.84
$56.28
$28.71
118.42B
0.21%
FISV
314.28M
4.64%
3.53M
-11.43%
-456K
$88.97
$104.58
$111.84
$87.03
66.89B
0.55%
LSXMA
263.99M
3.90%
7.32M
30.34%
1.70M
$36.04
$41.26
$56.26
$34.4
13.44B
2.25%
241.56M
3.57%
18M
New
18M
$13.42
209.45M
3.09%
25.48M
0
$8.22
182.97M
2.70%
926.97K
-24.70%
-304K
$197.39
SSNC
172.05M
2.54%
2.96M
-21.36%
-804.70K
$58.07
$53.57
$84.85
$53.05
13.66B
1.16%
EHC
165.35M
2.44%
2.95M
-1.67%
-50K
$56.05
$50.67
$62.299126
$42.187748
5.06B
2.96%
DBX
164.14M
2.43%
7.82M
-26.03%
-2.75M
$20.99
$21.82
$31.55
$19.07
8.05B
2.12%
162.88M
2.41%
8M
New
8M
$20.36
LBTYA
151.44M
2.24%
7.19M
-6.05%
-462.93K
$21.05
$18.55
$30.58
$18.5
9.33B
1.43%
MU
151.25M
2.23%
2.74M
-12.05%
-375K
$55.28
$52.69
$98.45
$51.4
58.12B
0.25%
TBPH
121.58M
1.80%
13.42M
-1.64%
-224.11K
$9.06
$10.05
$13.17
$6.75
768.09M
17.56%
META
111.08M
1.64%
688.85K
-28.98%
-281.06K
$161.25
$149.55
$371.41
$148.7
401.92B
0.03%

Holdings Breakdown

Legend
Liberty Global Plc
QRVO
VSAT
LSXMK
VRTV
GOOG
INTC
FISV
LSXMA
Warner Bros Discovery Inc
Garrett Motion Inc
Willis Towers Watson Plc Ltd
SSNC
EHC
DBX
New Oriental Ed & Technology
LBTYA
MU
TBPH
Other
Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.