Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
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:
Add to Personalized Guru List Email Alerts RSS Update
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Seth Klarman Latest Trades :

Top Buys | Top Sells | Top Holdings
Download this portfolio to ExcelDownload (PremiumPremium Members Only)


Total Records: 142   Page: Next Page 1 2 3 4 5 6 7 8 Next Page
TickerCompanydownDate Action
 Impact Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
VSAT ViaSat Inc. 2010-09-30 Add0.2%$31.14 - $40.85
($35.83)		 $ 73.34105%Add 0.79%10,051,492
LSTAD LSTZA 2010-09-30 Add2.27%$51.39 - $65.12
($57.99)		 $ 63.5610%Add 136.85%1,000,000
ENZN Enzon Inc. 2010-09-30 Add0.14%$10.25 - $11.28
($10.74)		 $ 1.7-84%Add 2.03%10,382,698
VSAT ViaSat Inc. 2010-06-30 Add3.09%$30.96 - $36.41
($33.83)		 $ 73.34117%Add 14.54%9,972,375
ENZN Enzon Inc. 2010-06-30 Add0.78%$10.07 - $11.45
($10.67)		 $ 1.7-84%Add 10.57%10,175,898
ADCT ADC Telecommunicatio... 2010-06-30 Add0.37%$7.27 - $8.49
($7.89)		 $ 12.7462%Add 13.25%5,662,469
VSAT ViaSat Inc. 2010-03-31 Add8.02%$26.24 - $35
($30.77)		 $ 73.34138%Add 77.11%8,706,700
THRX Theravance Inc. 2010-03-31 Add2.36%$9.7 - $13.85
($12.13)		 $ 35.71194%Add 28.71%13,000,000
ENZN Enzon Inc. 2010-03-31 Add0.7%$9 - $11.28
($9.99)		 $ 1.7-83%Add 13.87%9,203,100
VSAT ViaSat Inc. 2009-12-31 Add4.38%$28.34 - $32.34
($30.46)		 $ 73.34141%Add 61.36%4,915,901
THRX Theravance Inc. 2009-12-31 Add1.03%$13 - $15.4
($14.08)		 $ 35.71154%Add 11.8%10,100,000
ENZN Enzon Inc. 2009-12-31 Add4.67%$8.2 - $10.77
($9.69)		 $ 1.7-82%Add 290.19%8,082,400
CSE CapitalSource Inc. 2009-12-31 Add0.79%$3.13 - $4.05
($3.76)		 $ 9.45151%Add 15.41%20,278,400
VSAT ViaSat Inc. 2009-09-30 Add4.27%$24 - $27.38
($25.4)		 $ 73.34189%Add 147.87%3,046,516
LMDIA LIBERTY MEDIA CORPOR... 2009-06-30 Add0.15%
($0)		 $ 35.91%Add 1.42%4,222,160
AOI Alliance One Interna... 2009-06-30 Add0.97%$3.41 - $5.45
($4.26)		 $ 3.84-10%Add 42.94%8,800,000
RHIEQ RHI Entertainment In... 2009-03-31 Add0.19%$1.15 - $6.63
($3.5)		 $ 0.0066-100%Add 33.83%4,900,551
PDLI PDL BioPharma Inc. 2009-03-31 Add0.84%$5.22 - $7.08
($5.9)		 $ 7.9234%Add 8.33%15,559,608
NWS.A News Corp. 2009-03-31 Add6.92%$5.25 - $8.63
($6.6)		 $ 8.5129%Add 62.31%27,500,000
FACT FACET BIOTECH CORPOR... 2009-03-31 Add1.51%$6.08 - $8.84
($7)		 $ 27.01286%Add 57.8%4,374,407
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: 142   Page: Next Page 1 2 3 4 5 6 7 8 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


Add Notes, Comments or Ask Questions

Please log in first

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!
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK