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Seth Klarman

Seth Klarman

The Baupost Group
Last Update: 2013-05-14

Number of Stocks: 22
Number of New Stocks: 4

Total Value: $3,109 Mil
Q/Q Turnover: 24%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Seth Klarman Latest Trades :

Top Buys | Top Sells | Top Holdings
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Total Records: 482   Page: FIRST Next Page 17 18 19 20 21 22 23 24 25 Next Page
TickerupCompanyDate Action
 Impact Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
WIRE Encore Wire Corp. 2006-12-31 Buy 0.97%$21.89 - $34.9
($26.8)		 $ 35.1131%New holding, 333826 sh.333,826
WLT Walter Industries In... 2006-12-31 Sold Out -2.4%$20.16 - $27.13
($23.3)		 $ 13.63-42%Sold Out0
AEMI TRM Corp. 2006-09-30 Add0.19%$2.33 - $7.08
($4)		 $ 0.28-93%Add 33.91%2,440,500
APP Endeavor Acquisition... 2006-09-30 Add0.22%$7.11 - $7.46
($7.3)		 $ 2-73%Add 936%233,100
BCOR InfoSpace Inc. 2006-09-30 Buy 1.19%$17.54 - $22.76
($21.1)		 $ 19.02-10%New holding, 471614 sh.471,614
BTC COMMUNITY BANKERS AC 2006-09-30 Buy 0.78%$7 - $7.12
($7.1)		 $ 3.32-53%New holding, 811400 sh.811,400
DHBT DHB INDUSTRIES INC 2006-09-30 Sold Out -0.16%$0.9 - $3.57
($2.6)		 $ 5.35106%Sold Out0
ELOS Syneron Medical Ltd. 2006-09-30 Add2.71%$18.27 - $24.1
($21.4)		 $ 8.62-60%Add 133.14%1,500,000
GAV Grubb & Ellis Realty... 2006-09-30 Add1.84%$5.45 - $5.6
($5.5)		 $ 0.92-83%Add 437.88%2,948,100
GFN General Finance Corp... 2006-09-30 Add0.2%$7.22 - $7.36
($7.3)		 $ 4.55-38%Add 60.81%538,700
GLA Global Logistics Acq... 2006-09-30 Add0.75%$7.35 - $7.5
($7.4)		 $ 0.59-92%Add 167.24%1,160,100
GNGT JK Acquisition Corp 2006-09-30 Add0.31%$186.71 - $193.71
($188.81)		 $ 6.13-97%Add 39.15%1,453,300
HD Home Depot Inc. 2006-09-30 Buy 17.82%$33.13 - $37.22
($34.7)		 $ 77.19122%New holding, 3585000 sh.3,585,000
HDP HD Partners Acquisit... 2006-09-30 Buy 0.96%$7.13 - $7.25
($7.2)		 $ 7.9510%New holding, 963200 sh.963,200
HRZLD Horizon Lines, Inc. 2006-09-30 Add1.94%$375.75 - $409.75
($392.5)		 $ 4.91-99%Add 41.23%2,911,800
IGC India Globalization ... 2006-09-30 Buy 0.8%$5.38 - $5.48
($5.4)		 $ 1.7-68%New holding, 1066800 sh.1,066,800
JBSS John B Sanfilippo & ... 2006-09-30 Reduce-0.74%$9.93 - $13.01
($11.6)		 $ 19.8972%Reduce -20.6%634,367
LI Laidlaw Internationa... 2006-09-30 Sold Out -4.27%$25.56 - $27.74
($26.5)		 $ 35.2233%Sold Out0
MGAM Multimedia Games Inc... 2006-09-30 Buy 1.17%$8.25 - $9.99
($9.4)		 $ 26.11178%New holding, 936873 sh.936,873
NAO North American Insur... 2006-09-30 Add1.17%$7.2 - $7.3
($7.3)		 $ 7.979%Add 935.47%1,293,300
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.
Total Records: 482   Page: FIRST Next Page 17 18 19 20 21 22 23 24 25 Next Page

Seth Klarman's Profile:

Seth Klarman is a value investor and Portfolio Manager of the investment partnership The Baupost Group. Founded in 1983, The Baupost Group now manages $7 billion, and has averaged returns of nearly 20% annually since their inception. Seth Klarman is the author of the book "Margin of Safety" which sells for over $1000. Mr. Klarman attended Cornell University where he received a degree in economics, and later attended Harvard University where he earned an M.B.A.



Seth Klarman's Performance:

Average Annual Return of Baupost Fund
5 Yrs 10 Yrs
13.1% 12.8%
» More Profile & Performance

Seth Klarman's Current Portfolio:

Ticker Shares Value ($1000)
BP17,126,858725,322
VSAT11,000,000532,840
AIG11,850,200460,025
THRX13,553,800320,141
ROVI8,160,000174,706
NWS4,047,412124,498
ORCL3,386,890109,498
ELN9,126,227107,689
IDIX26,042,00092,189
NG21,688,30078,729
» More Current Portfolio

Seth Klarman's Sector Weightings:


SectorsSector Weightings (%)
Energy 23.3% 23.3%
Healthcare 20.2% 20.2%
Financial Services 15.7% 15.7%
Consumer Cyclical 4% 4%
Basic Materials 2.8% 2.8%
Consumer Defensive 1% 1%
Communication Services 0.4% 0.4%
» More Sector Weightings

Seth Klarman's News:

» More Related News


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Comments

Franky
ReplyFranky - 4 months ago
Klarman is
Gurufocus
ReplyGurufocus - 8 months ago
It is not clear why Baupost does not include it in their quarterly filings. But they did not report a sale either.
[url= [sec.gov]]
This was the original filing:[/url]
Lubowski
ReplyLubowski - 8 months ago
Seth Klarman 2012-02-10 New Buy 6.12% $29.8 $ 24.8 -17% 1376500
[www.gurufocus.com]
Lubowski
ReplyLubowski - 8 months ago
According to Gurufocus, Klarman bought 1,376,500 shares of Tronox (TROX) in Feburary 2012. Why is this position not listed in his portfolio as no sales are reported? Thanks!
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