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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Seth Klarman (Baupost Group)
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  • Portfolio22
  • Performance40Q
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Seth Klarman

Baupost Group
Share
  • Hedge Fund · CIK 0001061768
  • Consumer-Focused
  • Mid-Size Fund

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 162.3% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Seth's filingsView holdings↓
Portfolio
$5.28B
Positions
22
Quarter
2025Q4
Filings tracked
40
Since filing+162.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q2
29 positions
1
G
G5480U120LIBERTY GLOBAL PLC
14.24%
of portfolio
Number of shares
45,004,310 sh
Holdings current value
$799.73M
Avg closing price
$23.23
Last action
Exited
2023Q4
Current —
2
V
VSATVIASAT INC
Technology·Communication Equipment
11.97%
of portfolio
Number of shares
16,288,959 sh
Holdings current value
$672.08M
Avg closing price
$66.35
-5.7%
Last action
Exited
2025Q3
Current $62.58
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
8.88%
of portfolio
Number of shares
4,119,780 sh
Holdings current value
$498.37M
Avg closing price
$158.61
+112.9%
Last action
Trimmed 15.8%
2025Q4
Current $337.75
4
L
LSXMKUSDLIBERTY MEDIA CORP DELTRK
8.66%
of portfolio
Number of shares
14,851,048 sh
Holdings current value
$486.07M
Avg closing price
$38.43
Last action
Exited
2023Q3
Current —
5
9
923454102VERITIV CORP
7.44%
of portfolio
Number of shares
3,324,324 sh
Holdings current value
$417.57M
Avg closing price
$36.06
Last action
Exited
2023Q4
Current —
6
F
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
6.60%
of portfolio
Number of shares
6,775,000 sh
Holdings current value
$370.59M
Avg closing price
$70.51
-35.1%
Last action
Added 11.8%
2025Q4
Current $45.74
7
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
5.64%
of portfolio
Number of shares
25,235,094 sh
Holdings current value
$316.45M
Avg closing price
$12.48
+115.5%
Last action
Exited
2024Q2
Current $26.90
8
L
LM03LIBERTY MEDIA CORP DELTRK
4.78%
of portfolio
Number of shares
8,177,656 sh
Holdings current value
$268.31M
Avg closing price
$38.04
Last action
Exited
2023Q3
Current —
9
Q
QRVOQORVO INC
Technology·Semiconductors
4.76%
of portfolio
Number of shares
2,617,703 sh
Holdings current value
$267.08M
Avg closing price
$120.16
-29.6%
Last action
Exited
2023Q4
Current $84.65
10
S
SSNCSS&C TECHNOLOGIES HLDGS INC
Technology·Software - Application
4.02%
of portfolio
Number of shares
3,720,430 sh
Holdings current value
$225.46M
Avg closing price
$60.11
+16.6%
Last action
Exited
2024Q1
Current $70.06
11
G
G96629103WILLIS TOWERS WATSON PLC LTD
3.78%
of portfolio
Number of shares
902,367 sh
Holdings current value
$212.51M
Avg closing price
$247.73
Last action
Added 42.4%
2025Q4
Current —
12
G
GTXGARRETT MOTION INC
Consumer Cyclical·Auto Parts
3.51%
of portfolio
Number of shares
26,070,589 sh
Holdings current value
$197.35M
Avg closing price
$7.63
+169.3%
Last action
Exited
2024Q1
Current $20.54
13
E
EDUNEW ORIENTAL ED & TECHNOLOGYADR
Consumer Defensive·Education & Training Services
2.90%
of portfolio
Number of shares
4,118,784 sh
Holdings current value
$162.65M
Avg closing price
$20.36
+152.8%
Last action
Exited
2023Q4
Current $51.46
14
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.24%
of portfolio
Number of shares
963,946 sh
Holdings current value
$125.66M
Avg closing price
$166.63
+53.1%
Last action
New holding
2025Q4
Current $255.08
15
G
G5480U104LIBERTY GLOBAL PLC
2.16%
of portfolio
Number of shares
7,194,276 sh
Holdings current value
$121.30M
Avg closing price
$28.18
Last action
Exited
2023Q4
Current —
16
G
G50871105JAZZ PHARMACEUTICALS PLC
1.49%
of portfolio
Number of shares
673,696 sh
Holdings current value
$83.52M
Avg closing price
$126.29
Last action
Exited
2024Q3
Current —
17
C
COIN 0.5 06/01/26COINBASE GLOBAL INC
1.48%
of portfolio
Number of shares
110,250,000 sh
Holdings current value
$83.11M
Avg closing price
$0.69
Last action
Exited
2023Q4
Current —
18
G
G8807B106THERAVANCE BIOPHARMA INC
1.37%
of portfolio
Number of shares
7,419,226 sh
Holdings current value
$76.79M
Avg closing price
$17.29
Last action
Exited
2024Q3
Current —
19
D
DGDOLLAR GEN CORP NEW
Consumer Defensive·Discount Stores
0.73%
of portfolio
Number of shares
242,000 sh
Holdings current value
$41.09M
Avg closing price
$102.70
+18.8%
Last action
Trimmed 71.4%
2025Q4
Current $122.06
20
G
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
0.66%
of portfolio
Number of shares
600,000 sh
Holdings current value
$37.12M
Avg closing price
$62.83
Last action
Exited
2023Q4
Current —
21
U
UNPUNION PAC CORP
Industrials·Railroads
0.64%
of portfolio
Number of shares
175,000 sh
Holdings current value
$35.81M
Avg closing price
$232.55
+16.6%
Last action
Added 298.2%
2025Q4
Current $271.26
22
G
GTNGRAY TELEVISION INC
Communication Services·Broadcasting
0.53%
of portfolio
Number of shares
3,760,000 sh
Holdings current value
$29.63M
Avg closing price
$17.06
-66.6%
Last action
Exited
2024Q1
Current $5.70
23
G
G4412G101HERBALIFE NUTRITION LTD
0.46%
of portfolio
Number of shares
1,954,200 sh
Holdings current value
$25.87M
Avg closing price
$10.57
Last action
Added 330.3%
2025Q4
Current —
24
0
00791N102ADVANTAGE SOLUTIONS INC
0.44%
of portfolio
Number of shares
10,651,369 sh
Holdings current value
$24.92M
Avg closing price
$12.90
Last action
Exited
2023Q4
Current —
25
A
ATRAGBXATARA BIOTHERAPEUTICS INC
0.28%
of portfolio
Number of shares
9,773,616 sh
Holdings current value
$15.74M
Avg closing price
$16.85
Last action
Exited
2023Q4
Current —
26
O
OPTUALTICE USA INC
Communication Services·Telecom Services
0.26%
of portfolio
Number of shares
4,774,615 sh
Holdings current value
$14.42M
Avg closing price
$4.38
-61.9%
Last action
Exited
2024Q2
Current $1.67
27
1
12626K203CRH PLC
0.06%
of portfolio
Number of shares
56,543 sh
Holdings current value
$3.15M
Avg closing price
$55.73
Last action
Exited
2023Q3
Current —
28
T
TMQTRILOGY METALS INC NEW
Basic Materials·Other Industrial Metals & Mining
0.04%
of portfolio
Number of shares
3,407,128 sh
Holdings current value
$2.02M
Avg closing price
$0.87
+381.3%
Last action
Exited
2023Q4
Current $4.19
29
F
FNCHQFINCH THERAPEUTICS GROUP INC
0.01%
of portfolio
Number of shares
67,296 sh
Holdings current value
$574.0K
Avg closing price
$8.53
-13.2%
Last action
Exited
2024Q1
Current $7.40

Portfolio heatmap

Box size = % of portfolio · color = return since filing
LIBERTY GLOBAL PLC
14.24%
VSAT
11.97% · +51.7%
GOOG
8.88% · +179.2%
LSXMKUSD
8.66%
VERITIV CORP
7.44%
FIS
6.60% · -16.4%
WBD
5.64% · +114.5%
LM03
4.78%
QRVO
4.76% · -17.0%
SSNC
4.02% · +15.6%
WILLIS TOWERS WATSON PLC LTD
3.78%
GTX
3.51% · +171.3%
EDU
2.90% · +30.3%
AMZN
2.24% · +95.7%
LIBERTY GLOBAL PLC
2.16%
JAZZ PHARMACEUTICALS PLC
1.49%
COIN 0.5 06/01/26
1.48%
THERAVANCE BIOPHARMA INC
1.37%
DG
0.73% · -28.1%
SEAGATE TECHNOLOGY HLDNGS PL
0.66%
UNP
0.64% · +32.6%
GTN
0.53% · -27.7%
HERBALIFE NUTRITION LTD
0.46%
ADVANTAGE SOLUTIONS INC
0.44%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology4 pos$1.54B51.9%
  • Communication Services4 pos$858.9M29.0%
  • Consumer Cyclical2 pos$323.0M10.9%
  • Consumer Defensive2 pos$203.7M6.9%
  • Industrials1 pos$35.8M1.2%
  • Basic Materials1 pos$2.0M0.1%
(47.3% unclassified, excluded from %)