Seth Klarman

Seth Klarman

The Baupost Group
Last update 2021-05-06 45 Stocks (13 new)
Value $10.81 Bil Turnover 21 %
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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
45 13 10,807,698 21.41 %
36 10 9,225,531 21.76 %
30 4 7,981,805 2.72 %
32 8 6,745,670 25.43 %
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 %
27 4 5,136,150 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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  • 158
Excerpts from 2 OID issues
21 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
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

Commentaries and Stories

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The recent rise in equity markets can present problems for value investors
0 Votes
16 Views    Robert Stephens, CFA    2021-05-04 15:00
From valuations to the holding period, investors can't wait
4 Votes
2204 Views    Rupert Hargreaves    2021-04-26 18:48
Is this health care business worth buying?
2 Votes
1219 Views    Rupert Hargreaves    2021-04-07 18:52
Taking the time to build a circle of competence could be worthwhile
0 Votes
133 Views    Robert Stephens, CFA    2021-04-06 14:00
Lessons can be learned from the hedge fund's implosion
5 Votes
4836 Views    Rupert Hargreaves    2021-03-29 19:26
Value investing has changed over the past 80 years
0 Votes
323 Views    Rupert Hargreaves    2021-03-25 19:15
Buying stocks slowly could be an efficient use of capital
2 Votes
441 Views    Robert Stephens, CFA    2021-02-24 15:38
Thoughts from the value investor's 1997 letter to Baupost investors
0 Votes
348 Views    Rupert Hargreaves    2021-02-23 17:04
Klarman continued to buy SPACs in the fourth quarter of 2020.
0 Votes
346 Views    Rupert Hargreaves    2021-02-16 17:55
Top 5 trades of the quarter for the guru
1 Votes
317 Views    Graham Griffin    2021-02-16 16:01
A look at the hedge fund's latest 13F filing
2 Votes
874 Views    Rupert Hargreaves    2021-02-15 16:10
The guru's decision could be a signal of his trust in the new CEO
3 Votes
2479 Views    Dilantha De Silva    2021-02-14 17:23
The common factor that links all successful investors in the long run
0 Votes
652 Views    Rupert Hargreaves    2021-02-11 19:30
Indifference to valuation multiples is leading passive capital toward a cliff
0 Votes
376 Views    John Engle    2021-01-31 20:45
This Seth Klarman stock has recovered nicely from the pandemic lows, but still has a long way to go
0 Votes
195 Views    Praveen Chawla    2021-01-25 16:05