Seth Klarman

Seth Klarman

The Baupost Group
Last update 2020-02-13 29 Stocks (3 new)
Value $8.60 Bil Turnover 9 %
Guru Portfolio Report Download

Seth Klarman Latest News and Articles,

Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover
29 3 8,602,600 9.13 %
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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  • 138
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
1999 was not so different from 2020
13 Votes
3900 Views    Stepan Lavrouk    2020-02-21 21:46
Notes from Baupost's January 1990 letter to investors
12 Votes
3438 Views    Grahamites    2018-03-06 16:08
10 Votes
2675 Views    Grahamites    2015-07-09 14:49

Commentaries and Stories

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Some advice from Klarman's writing on value investing
1 Votes
549 Views    Rupert Hargreaves    2020-03-23 16:21
Baupost leader is also seeking more capital
1 Votes
3570 Views    Sydnee Gatewood    2020-03-23 15:54
A look at some of the top holdings of value investors
2 Votes
888 Views    Rupert Hargreaves    2020-03-16 16:27
Avoiding markets altogether during a downturn can deliver attractive returns in the long term
0 Votes
611 Views    Dilantha De Silva    2020-03-10 19:27
Thoughts on intrinsic value from Klarman and Buffett
6 Votes
3026 Views    Rupert Hargreaves    2020-03-10 15:55
Insights on value investing from Howard Marks and Seth Klarman
6 Votes
3669 Views    Rupert Hargreaves    2020-03-06 16:18
Current valuations of the company, like its space ship, are in the stratosphere and need to come back down to earth
4 Votes
1191 Views    John Kinsellagh    2020-02-28 19:30
Not all of Klarman's holdings are multi-billion-dollar positions
0 Votes
217 Views    Rupert Hargreaves    2020-02-28 15:51
Here’s what it takes to invest
2 Votes
328 Views    Stepan Lavrouk    2020-02-25 22:55
1999 was not so different from 2020
13 Votes
3900 Views    Stepan Lavrouk    2020-02-21 21:46
The Baupost Group invests in HP and Eldorado, sells out of Takeda
2 Votes
1084 Views    Margaret Moran    2020-02-14 20:35
Takeaways from Klarman's year-end letter to investors
2 Votes
1518 Views    Rupert Hargreaves    2020-01-29 16:21
Review of the most important items in the guru's letter to investors
1 Votes
154 Views    Bram de Haas    2020-01-27 22:13
Seth Klarman and Livermore are buying Vista Oil & Gas
1 Votes
672 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