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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 2 3 4 5 6 7 8 9 10 11 Next Page LAST (25)
TickerCompanyDate Action
 Impact Price Range
(Average)*down 		Current Price Change from Average Comment Current Shares
THRX Theravance Inc. 2010-03-31 Add2.36%$9.7 - $13.85
($12.13)		 $ 36.24199%Add 28.71%13,000,000
ENZN Enzon Inc. 2010-03-31 Add0.7%$9 - $11.28
($9.99)		 $ 3.16-68%Add 13.87%9,203,100
ADCT ADC Telecommunicatio... 2010-03-31 Buy 2.24%$5.31 - $7.53
($6.61)		 $ 12.7493%New holding, 5000000 sh.5,000,000
LSTAD LSTZA 2009-12-31 Buy 1.44%$46.39 - $51.16
($48.32)		 $ 63.5632%New holding, 422216 sh.422,216
VSAT ViaSat Inc. 2009-12-31 Add4.38%$28.34 - $32.34
($30.46)		 $ 71.57135%Add 61.36%4,915,901
DTV DIRECTV Group Inc. T... 2009-12-31 Buy 3.98%$25.44 - $33.97
($30.15)		 $ 63.74111%New holding, 1617471 sh.1,617,471
CIT CIT Group Inc. 2009-12-31 Buy 5.26%$26.04 - $29.64
($27.92)		 $ 44.4859%New holding, 2582186 sh.2,582,186
THRX Theravance Inc. 2009-12-31 Add1.03%$13 - $15.4
($14.08)		 $ 36.24157%Add 11.8%10,100,000
ELOS Syneron Medical Ltd. 2009-12-31 Reduce-0.33%$9.43 - $12.23
($10.59)		 $ 8.69-18%Reduce -28.44%1,500,000
ENZN Enzon Inc. 2009-12-31 Add4.67%$8.2 - $10.77
($9.69)		 $ 3.16-67%Add 290.19%8,082,400
CSE CapitalSource Inc. 2009-12-31 Add0.79%$3.13 - $4.05
($3.76)		 $ 9.29147%Add 15.41%20,278,400
RHIEQ RHI Entertainment In... 2009-12-31 Sold Out -1.35%$0.3 - $3.1
($1.53)		 $ 0.0066-100%Sold Out0
HRZLD Horizon Lines Inc. 2009-09-30 Sold Out -1.11%$83 - $172.25
($129.5)		 $ 0.45-100%Sold Out0
VSAT ViaSat Inc. 2009-09-30 Add4.27%$24 - $27.38
($25.4)		 $ 71.57182%Add 147.87%3,046,516
NWS News Corp. 2009-09-30 Sold Out -0.45%$9.47 - $14.44
($12.29)		 $ 33.25170%Sold Out0
ELOS Syneron Medical Ltd. 2009-09-30 Reduce-0.68%$6.55 - $11.77
($9.02)		 $ 8.69-4%Reduce -32.09%2,096,235
PDLI PDL BioPharma Inc. 2009-09-30 Sold Out -9.67%$7.73 - $9.22
($8.48)		 $ 8.37-1%Sold Out0
ENZN Enzon Inc. 2009-09-30 Buy 1.51%$7.17 - $8.66
($7.9)		 $ 3.16-60%New holding, 2071382 sh.2,071,382
CSE CapitalSource Inc. 2009-09-30 Reduce-2.76%$3.63 - $4.93
($4.26)		 $ 9.29118%Reduce -41.03%17,571,100
PPD PrePaid Legal Servic... 2009-06-30 Sold Out -0.17%$28.48 - $44.74
($38.79)		 $ 66.4771%Sold Out0
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*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 2 3 4 5 6 7 8 9 10 11 Next Page LAST (25)

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 - 7 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 - 7 months ago
Seth Klarman 2012-02-10 New Buy 6.12% $29.8 $ 24.8 -17% 1376500
[www.gurufocus.com]
Lubowski
ReplyLubowski - 7 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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