Seth Klarman

Baupost Group LLC

Period:  Q3, 2024
Filed Date:  Nov 13, 2024
Reported Date:  Sep 30, 2024
No. of Stocks:  21
Portfolio Value:  3.52M
Stock% of portfoliioActivitySharesValueRecent Price
Liberty global ltd
26.003%42.31M914.341K$0.022

WTW - Willis towers watson plc

14.920%Add 7.78%1.78M524.619K$0.295

CLVT - Clarivate plc

7.861%38.93M276.4K$0.007

GOOG - Alphabet inc

6.968%Add 37.02%1.47M245.032K$0.167

CRHCF - Crh plc

6.954%Reduced 37.62%2.64M244.518K$0.093

WCC - Wesco international inc

6.010%Add 56.66%1.26M211.319K$0.168

DG - Dollar general corp

5.541%Buy2.30M194.832K$0.085
Liberty global ltd
4.319%7.19M151.871K$0.021

VSAT - Viasat inc

4.150%Reduced 11.17%12.22M145.938K$0.012

EXP - Eagle materials inc

4.092%Add 46.24%500.273K143.904K$0.288

SOLV - Solventum corp

3.609%1.82M126.89K$0.070

GDS - Gds holdings ltd

2.466%4.25M86.699K$0.020

FIS - Fidelity national information services inc

2.314%Reduced 72.32%971.46K81.36K$0.084

J - Jacobs solutions inc.

1.305%Reduced 29.04%350.681K45.904K$0.131

FTRE - Fortrea holdings inc

1.304%Reduced 26.98%2.29M45.863K$0.020

HLF - Herbalife ltd

1.048%5.12M36.845K$0.007

LBRDK - Liberty broadband corp

0.375%Buy170.61K13.186K$0.077
Herbalife ltd
0.357%Buy17.13M12.557K$0.001
Tamboran res corp
0.330%Buy570.833K11.599K$0.020

LBRDA - Liberty broadband corp

0.017%Buy7560581$0.077