Back to List

Seth Klarman

Baupost Group LLC

Period:  Q4, 2024
Filed Date:  Feb 13, 2025
Reported Date:  Dec 31, 2024
No. of Stocks:  22
Portfolio Value:  3.43M
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

WTW - Willis towers watson plc

16.752%Add 3.12%1.84M575.343K$0.313
Liberty global ltd
15.094%Reduced 6.75%39.45M518.423K$0.013

GOOG - Alphabet inc

7.907%Reduced 2.70%1.43M271.565K$0.190

WCC - Wesco international inc

7.564%Add 14.12%1.44M259.799K$0.181

CRHCF - Crh plc

7.115%Add 0.18%2.64M244.383K$0.093
Ferguson enterprises inc
5.721%Buy1.13M196.481K$0.174

QSR - Restaurant brands international inc.

5.507%Add 10155.53%2.90M189.133K$0.065

CLVT - Clarivate plc

5.366%Reduced 6.81%36.28M184.298K$0.005

EXP - Eagle materials inc

4.585%Add 27.57%638.223K157.488K$0.247

DG - Dollar general corp

4.549%Reduced 10.55%2.06M156.25K$0.076

VSAT - Viasat inc

3.028%12.22M104.014K$0.009

GDS - Gds holdings ltd

2.940%4.25M100.979K$0.024
Sunrise communications ag
2.929%Buy2.34M100.603K$0.043

SOLV - Solventum corp

2.782%Reduced 20.53%1.45M95.543K$0.066

HUM - Humana inc

2.556%Buy346K87.784K$0.254
Liberty global ltd
1.932%Reduced 27.70%5.20M66.37K$0.013

HLF - Herbalife ltd

1.480%Add 48.32%7.60M50.848K$0.007

GPC - Genuine parts co

1.072%Buy315.337K36.819K$0.117
Herbalife ltd
0.382%17.13M13.104K$0.001

LBRDK - Liberty broadband corp

0.371%170.61K12.755K$0.075
Tamboran res corp
0.349%570.833K11.982K$0.021

LBRDA - Liberty broadband corp

0.016%7560562$0.074