Seth Klarman

Seth Klarman

The Baupost Group
Last update 2019-12-09 31 Stocks (3 new)
Value $8.50 Bil Turnover 6 %
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Seth Klarman Latest News and Articles,

Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover
31 3 8,499,133 5.64 %
30 1 10,725,987 7.41 %
33 7 11,543,828 27.85 %
35 4 11,128,240 14.27 %
36 5 12,713,637 19.92 %
31 5 11,101,026 12.92 %
31 1 10,287,137 8.61 %
33 2 10,081,222 21.46 %
36 4 7,986,090 4.39 %
39 3 8,696,933 11.92 %
41 4 8,433,850 17.71 %
42 8 7,597,527 20.47 %
43 10 6,995,669 20.71 %
40 9 7,328,233 10.03 %
33 5 6,865,000 23.74 %
35 2 5,551,515 22.07 %
41 8 6,032,491 28.38 %
33 4 6,025,193 7.99 %
28 2 5,991,038 15.34 %
25 4 4,852,811 18.56 %
27 3 5,799,278 19.37 %
25 4 6,219,912 9.07 %
22 4 4,209,516 17.98 %
20 3 3,592,526 7.20 %
20 1 3,539,743 15.13 %
23 6 3,980,766 22.92 %
21 4 3,048,098 23.55 %
20 1 3,041,370 12.62 %
21 1 3,255,270 3.16 %
21 4 3,781,949 27.27 %
19 0 2,904,743 1.68 %
22 1 3,281,638 6.33 %
22 4 2,967,011 34.83 %
20 4 2,353,338 27.80 %
16 2 1,707,397 7.82 %
15 2 1,677,849 7.07 %
17 2 1,606,603 4.81 %
16 1 1,333,285 4.55 %
17 2 1,634,914 15.79 %
17 3 1,354,826 20.11 %
24 1 838,691 5.78 %
28 0 1,034,262 1.12 %
37 0 1,009,793 13.34 %

Top Ranked Articles

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  • 136
Excerpts from 2 OID issues
20 Votes
7139 Views    Grahamites    2017-11-09 15:17
After 100 articles, it's time to hear new voices
19 Votes
1715 Views    Thomas Macpherson    2017-01-21 19:20
Notes from Baupost's January 1990 letter to investors
12 Votes
3438 Views    Grahamites    2018-03-06 16:08
Notes on Seth Klarman's comments and answers during the 19th G&D Breakfast – Part I
10 Votes
3059 Views    Grahamites    2015-12-17 14:39
10 Votes
2675 Views    Grahamites    2015-07-09 14:49

Commentaries and Stories

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Review of the most important items in the guru's letter to investors
1 Votes
74 Views    Bram de Haas    2020-01-27 22:13
Seth Klarman and Livermore are buying Vista Oil & Gas
1 Votes
624 Views    Rupert Hargreaves    2020-01-20 17:22
Value investors should be on the lookout for these events
1 Votes
283 Views    Stepan Lavrouk    2019-12-18 19:46
It comes down to trusting in the wisdom of crowds
1 Votes
173 Views    Stepan Lavrouk    2019-12-17 21:39
Renowned guru slims position in struggling biotech that focuses on infectious diseases
0 Votes
239 Views    Sydnee Gatewood    2019-12-10 17:22
A look at a stock the hedge fund manager was buying in the third quarter
4 Votes
756 Views    Rupert Hargreaves    2019-12-06 17:57
The dotcom bubble offers an illuminating lesson in market mania
3 Votes
855 Views    Stepan Lavrouk    2019-12-02 22:22
The common knowledge that stocks always go up turns out to not be so true after all
4 Votes
1053 Views    Stepan Lavrouk    2019-11-27 20:37
The Baupost Group founder advises clients to stay away from expensive markets
1 Votes
706 Views    Stepan Lavrouk    2019-11-25 21:03
Those investors who think, rather than emote, can profit from the opportunities presented by human folly
1 Votes
248 Views    John Kinsellagh    2019-11-25 20:13
The company has a strong edge with its current GPU chips, essential for data warehousing operations
0 Votes
257 Views    John Kinsellagh    2019-11-25 19:52
The company is reaping the rewards of its revamped e-commerce business model
0 Votes
199 Views    John Kinsellagh    2019-11-22 19:25
If undervalued bargains are sparse, it’s better to maintain cash than forego a margin of safety
1 Votes
680 Views    John Kinsellagh    2019-11-20 19:24
A look at one of the guru's newest positions
0 Votes
255 Views    Rupert Hargreaves    2019-11-20 17:47
A look at what Pabrai was buying in the most recent quarter
2 Votes
644 Views    Rupert Hargreaves    2019-11-18 19:03