Hedge Fund · CIK 0001061768

Seth Klarman

Baupost Group

Seth Klarman runs Baupost Group, a hedge fund overseeing $5.28B in disclosed equity holdings (SEC CIK 0001061768). The latest portfolio (2025Q4) discloses 22 positions across 8 sectors, with the largest positions in QSR, AMZN and WILLIS TOWERS WATSON PLC LTD. On a mark-to-market basis the tracked portfolio has returned 19.7% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Seth's filings View holdings

Portfolio

$5.28B

Positions

Quarter

2025Q4

Filings tracked

1Y+19.7%3Y+59.6%5Y+50.2%10Y+159.7%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Biggest winner since filing

WCCWESCO INTL INC

+93.3%

+$218.5M

Biggest loser since filing

FISFIDELITY NATL INFORMATION SV

-31.2%

−$99.1M

Investment strategy

Seth Klarman is a mid-size fund tilted toward consumer names. 36% of the disclosed equity book is in consumer-facing sectors.

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