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Seth Klarman
Quarterly, as of Jun 30, 2026
Total value reported in each quarterly 13F filing. Includes option notional, so it reflects scale and inflows, not return.
Weights are of disclosed long equity positions only. Q/Q compares share counts against the prior quarter.
| Value | Weight | |||
|---|---|---|---|---|
AM AMZNAMAZON COM INC | $892.31M | 16.48% | ||
EL ELVELEVANCE HEALTH INC FORMERLY | $493.14M | 9.11% | ||
QS QSRRESTAURANT BRANDS INTL INC | $489.61M | 9.04% | ||
GO GOOGALPHABET INC | $484.74M | 8.95% | ||
FE FERGFERGUSON ENTERPRISES INC | $344.27M | 6.36% | ||
GP GPCGENUINE PARTS CO | $332.25M | 6.13% | ||
UN UNPUNION PAC CORP | $322.43M | 5.95% | ||
V VVISA INC | $240.63M | 4.44% | ||
WC WCCWESCO INTL INC | $228.98M | 4.23% | ||
AO AONAON PLC | $227.87M | 4.21% | ||
TF TFXTELEFLEX INCORPORATED | $178.60M | 3.30% | ||
NC NCLHNORWEGIAN CRUISE LINE HLDGS | $163.18M | 3.01% | ||
MO MOHMOLINA HEALTHCARE INC | $144.91M | 2.68% | ||
CM CMECME GROUP INC | $136.69M | 2.52% | ||
HL HLFHERBALIFE LTD | $121.77M | 2.25% | ||
EX EXPEAGLE MATLS INC | $119.42M | 2.21% | ||
GD GDSGDS HLDGS LTD | $113.21M | 2.09% | ||
CO COLDAMERICOLD REALTY TRUST INC | $107.37M | 1.98% | ||
LB LBTYKLIBERTY GLOBAL LTD | $93.97M | 1.74% | ||
AE AEROGRUPO AEROMEXICO SAB DE CV | $87.84M | 1.62% | ||
AX AXTAAXALTA COATING SYS LTD | $43.61M | 0.81% | ||
DN DNOWDNOW INC | $36.16M | 0.67% | ||
PS PSPERSHING SQUARE INC | $12.88M | 0.24% | ||
WT WTWWILLIS TOWERS WATSON PLC LTD | — | — | ||
PC PCVXVAXCYTE INC | — | — |
For informational purposes only. This is not investment advice, not a recommendation, and not affiliated with or endorsed by any person or fund shown. Past activity does not predict future results.
Baupost Group is the institutional manager run by Seth Klarman. The positions below are disclosed each quarter in the fund's SEC Form 13F.
From the fund's quarterly SEC 13F: long U.S. equity and options positions at quarter-end, published up to 45 days later. Excludes short sales, cash, and non-U.S. holdings.