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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Seth Klarman – Baupost

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
23
Portfolio value:
$5,415,853,000
Filed:
Aug 13, 2026
Style:
Deep Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 13, 263 new5 added9 reduced2 exited
≡WTW – WILLIS TOWERS WATSON PLC LTDSell−893,126−5.08
≡WCC – WESCO INTL INCReduce 53.87%−774,000−3.46
≡QSR – RESTAURANT BRANDS INTL INCReduce 16.42%−1,327,000−2.63
≡UNP – UNION PAC CORPReduce 23.08%−355,600−1.36
≡LBTYB – LIBERTY GLOBAL LTDReduce 36.23%−4,854,086−1.34
≡EXP – EAGLE MATLS INCReduce 40.55%−362,000−1.10
≡PCVX – VAXCYTE INCSell−800,000−0.91
≡AON – AON PLCReduce 10.66%−82,000−0.64
≡TFX – TELEFLEX INCORPORATEDReduce 11.66%−186,000−0.43
≡COLD – AMERICOLD REALTY TRUST INCReduce 12.22%−950,5700.24
≡DNOW – DNOW INCReduce 23.09%−837,000−0.18
Q1 2026filed May 14, 266 new4 added4 reduced5 exited
≡FIS – FIDELITY NATL INFORMATION SVSell−4,503,801−5.67
≡DG – DOLLAR GEN CORP NEWSell−2,062,821−5.19
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 34.21%−464,475−3.38
≡FISV – FISERV INCSell−2,200,000
Q4 2025filed Feb 13, 263 new7 added7 reduced3 exited
≡CRH – CRH PLCReduce 68.29%−2,310,438−5.93
≡GOOG – ALPHABET INCReduce 41.49%−770,957−2.98
≡LBTYB – LIBERTY GLOBAL LTDReduce 14.10%−3,769,328−1.72
≡GDS – GDS HLDGS LTDReduce 6.31%−205,134
Q3 2025filed Nov 13, 254 new3 added5 reduced5 exited
≡WCC – WESCO INTL INCReduce 31.91%−704,421−3.26
≡VSAT – VIASAT INCSell−9,190,728−3.25
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 17.13%−225,119−1.90
≡GOOG – ALPHABET INCReduce 29.46%−775,850
Q2 2025filed Aug 13, 253 new7 added4 reduced3 exited
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 13.86%−211,483−5.00
≡EXP – EAGLE MATLS INCReduce 25.66%−233,376−2.46
≡SOLV – SOLVENTUM CORPSell−1,053,240−2.29
≡CLVT – CLARIVATE PLCSell−10,777,863
Q1 2025filed May 14, 254 new4 added5 reduced3 exited
≡LBTYB – LIBERTY GLOBAL LTDReduce 33.41%−14,920,722−6.91
≡CLVT – CLARIVATE PLCReduce 70.29%−25,501,342−4.15
≡SUNRISE COMMUNICATIONS AGSell−2,335,263−2.93
≡HUM – HUMANA INCSell−346,000−2.56
Q4 2024filed Feb 13, 254 new4 added4 reduced3 exited
≡LBTYB – LIBERTY GLOBAL LTDReduce 9.80%−4,850,000−13.30
≡CLVT – CLARIVATE PLCReduce 6.81%−2,650,430−2.49
≡FIS – FIDELITY NATL INFORMATION SVSell−971,460−2.31
≡J – JACOBS SOLUTIONS INCSell−350,681
Q3 2024filed Nov 13, 246 new4 added5 reduced9 exited
≡FIS – FIDELITY NATL INFORMATION SVReduce 72.32%−2,537,794−4.96
≡HUM – HUMANA INCSell−420,000−4.32
≡JAZZ – JAZZ PHARMACEUTICALS PLCSell−1,274,248−3.74
≡OUTBRAIN INCSell−118,000,000−2.84
Q2 2024filed Aug 13, 245 new9 added6 reduced3 exited
≡GOOG – ALPHABET INCReduce 63.84%−1,888,064−6.94
≡FIS – FIDELITY NATL INFORMATION SVReduce 37.10%−2,069,715−4.06
≡LIBERTY MEDIA CORP DELReduce 75.67%−3,292,432−2.90
≡VSAT – VIASAT INCReduce 8.46%−1,271,474−2.64
Q1 2024filed May 14, 246 new2 added8 reduced7 exited
≡LIBERTY MEDIA CORP DELReduce 70.70%−10,500,000−5.78
≡WBD – WARNER BROS DISCOVERY INCReduce 85.28%−21,521,164−5.38
≡FIS – FIDELITY NATL INFORMATION SVReduce 12.29%−781,7503.00
≡LIBERTY MEDIA CORP DELReduce 67.26%−5,500,000−2.95
Q4 2023filed Feb 13, 243 added5 reduced9 exited
≡VERITIV CORPSell−3,324,324−10.77
≡DG – DOLLAR GEN CORP NEWSell−927,000−1.88
≡QRVO – QORVO INCSell−935,612−1.71
≡COINBASE GLOBAL INCSell−93,750,000−1.36
≡
Q3 2023filed Nov 13, 237 new3 added10 reduced4 exited
≡LIBERTY MEDIA CORP DELSell−14,851,048−8.66
≡LIBERTY MEDIA CORP DELSell−8,177,656−4.78
≡QRVO – QORVO INCReduce 64.26%−1,682,091−3.04
≡GTX – GARRETT MOTION INCReduce 77.03%−20,083,300−2.61
−2.80
≡CRH – CRH PLCSell−1,072,957−2.54
≡LBTYB – LIBERTY GLOBAL LTDReduce 41.66%−9,567,990−1.73
≡EXP – EAGLE MATLS INCReduce 24.68%−292,485−1.33
≡UNP – UNION PAC CORPReduce 5.30%−86,2590.18
≡TBN – TAMBORAN RES CORPSell−257,226−0.13
−0.61
≡DG – DOLLAR GEN CORP NEWReduce 22.65%−604,055−0.56
≡PAGS – PAGSEGURO DIGITAL LTDSell−2,500,000−0.52
≡HERBALIFE LTDSell−17,129,000−0.33
≡CABLE ONE INCSell−14,100,000−0.25
≡TBN – TAMBORAN RES CORPReduce 54.94%−313,607−0.19
≡WCC – WESCO INTL INCReduce 5.61%−84,349−0.06
−1.87
≡LBRDK – LIBERTY BROADBAND CORPSell−745,610−1.78
≡ICLR – ICON PLCSell−405,000−1.43
≡AMCR – AMCOR PLCSell−5,500,000−1.22
≡LBTYB – LIBERTY GLOBAL LTDReduce 10.09%−3,000,000−0.86
≡CRH – CRH PLCReduce 11.55%−442,000−0.04
≡LBRDA – LIBERTY BROADBAND CORPSell−7,560−0.02
−1.21
≡SGI – SOMNIGROUP INTERNATIONAL INCSell−703,349−1.20
≡GDS – GDS HLDGS LTDReduce 23.53%−1,000,000−0.67
≡VSAT – VIASAT INCReduce 9.81%−1,000,0000.21
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 16.94%−311,081−2.00
≡GPC – GENUINE PARTS COSell−315,337−1.07
≡SOLV – SOLVENTUM CORPReduce 27.18%−393,060−0.49
≡VSAT – VIASAT INCReduce 16.62%−2,031,8620.01
−1.31
≡FTRE – FORTREA HLDGS INCSell−2,293,167−1.30
≡DG – DOLLAR GEN CORP NEWReduce 10.55%−243,000−0.99
≡SOLV – SOLVENTUM CORPReduce 20.53%−373,700−0.83
≡WSC – WILLSCOT MOBIL MINI HLDNG COSell−2,470,000−2.56
≡CRH – CRH PLCReduce 37.62%−1,590,000−1.77
≡TBPH – THERAVANCE BIOPHARMA INCSell−4,200,021−0.98
≡CPRI – CAPRI HOLDINGS LIMITEDSell−1,000,000−0.91
≡FTRE – FORTREA HLDGS INCReduce 26.98%−847,193−0.71
≡VSAT – VIASAT INCReduce 11.17%−1,536,774−0.66
≡LIBERTY MEDIA CORP DELSell−1,058,616−0.65
≡J – JACOBS SOLUTIONS INCReduce 29.04%−143,537−0.59
≡VRSN – VERISIGN INCSell−105,764−0.52
≡LIBERTY MEDIA CORP DELSell−600,194−0.37
≡LIBERTY MEDIA CORP DELReduce 77.59%−2,077,462−1.81
≡WBD – WARNER BROS DISCOVERY INCSell−3,713,930−0.89
≡TBPH – THERAVANCE BIOPHARMA INCReduce 36.31%−2,394,105−0.64
≡OPTU – ALTICE USA INCSell−4,774,615−0.34
≡SOUN – SOUNDHOUND AI INCSell−1,130,636−0.15
≡
VSAT – VIASAT INC
Reduce 7.07%
−1,144,001
−2.41
≡TSEM – TOWER SEMICONDUCTOR LTDSell−2,710,852−1.80
≡LIBERTY MEDIA CORP DELSell−1,899,547−1.51
≡SSNC – SS&C TECHNOLOGIES HLDGS INCSell−1,028,545−1.37
≡CRH – CRH PLCReduce 19.01%−636,0001.36
≡GTN – GRAY TELEVISION INCSell−3,760,000−0.73
≡GTX – GARRETT MOTION INCSell−2,994,289−0.63
≡LIBERTY MEDIA CORP DELSell−718,270−0.59
≡TBPH – THERAVANCE BIOPHARMA INCReduce 11.12%−825,100−0.20
≡J – JACOBS SOLUTIONS INCReduce 30.37%−221,0000.07
≡FNCHQ – FINCH THERAPEUTICS GROUP INCSell−67,296−0.01
EDU – NEW ORIENTAL ED & TECHNOLOGY
Sell
−1,023,272
−1.15
≡FIS – FIDELITY NATL INFORMATION SVReduce 8.61%−599,5000.96
≡SSNC – SS&C TECHNOLOGIES HLDGS INCReduce 55.25%−1,270,091−0.95
≡STX – SEAGATE TECHNOLOGY HLDNGS PLSell−600,000−0.76
≡GOOG – ALPHABET INCReduce 23.02%−882,000−0.62
≡LIBERTY MEDIA CORP DELReduce 62.25%−1,184,202−0.59
≡ADV – ADVANTAGE SOLUTIONS INCSell−6,153,982−0.34
≡ATARA BIOTHERAPEUTICS INCSell−9,773,616−0.28
≡GTX – GARRETT MOTION INCReduce 49.99%−2,993,000−0.27
≡TMQ – TRILOGY METALS INC NEWSell−2,329,285−0.02
≡
AMZN – AMAZON COM INC
Sell
−963,946
−2.24
≡EDU – NEW ORIENTAL ED & TECHNOLOGYReduce 75.16%−3,095,512−1.75
≡SSNC – SS&C TECHNOLOGIES HLDGS INCReduce 38.22%−1,421,794−1.70
≡LBTYB – LIBERTY GLOBAL PLCReduce 5.16%−2,693,2991.02
≡GOOG – ALPHABET INCReduce 7.00%−288,2420.81
≡UNP – UNION PAC CORPSell−175,000−0.64
≡COINBASE GLOBAL INCReduce 14.97%−16,500,000−0.12
≡ADV – ADVANTAGE SOLUTIONS INCReduce 42.22%−4,497,387−0.11
≡TMQ – TRILOGY METALS INC NEWReduce 31.63%−1,077,843−0.01
≡HLF – HERBALIFE LTDReduce 13.35%−260,855−0.01