Seth Klarman

Seth Klarman

The Baupost Group
Last update 2019-01-09 36 Stocks (5 new)
Value $12.71 Bil Turnover 20 %
Top Holdings: FOXA(18.95%) LNG(7.76%) IRL:AGN(7.42%) VSAT(6.91%) PCG(6.87%)
Guru Portfolio Report Download
SMALL CAP
MID CAP
LARGE CAP
MEGA CAP

Seth Klarman Latest Trades

PCG
PG&E Corp
2018-09-30
Add
+5.24%
0 $ 0 0
$7.01
-84.26%
Add 321.77%
18,979,790
FOXA
Twenty-First Century Fox Inc
2018-09-30
Add
+4.59%
0 $ 0 0
$48.60
6%
Add 31.93%
52,001,167
SYF
Synchrony Financial
2018-09-30
Reduce
-3.90%
0 $ 0 0
$26.46
-16.95%
Reduce -44.25%
16,332,929
T
AT&T Inc
2018-09-30
Sold Out
-2.74%
0 $ 0 0
$30.95
-4.56%
Sold Out
-
LBTYK
Liberty Global PLC
2018-09-30
New Buy
+2.39%
0 $ 0 0
$21.48
-20.39%
New holding
10,768,870
AABA
Altaba Inc
2018-09-30
New Buy
+1.51%
0 $ 0 0
$64.44
-8.58%
New holding
2,810,775
FOX
Twenty-First Century Fox Inc
2018-09-30
Add
+1.34%
0 $ 0 0
$48.23
6.26%
Add 27.30%
17,320,922
LBTYA
Liberty Global PLC
2018-09-30
New Buy
+1.13%
0 $ 0 0
$22.07
-20.90%
New holding
4,957,205
TRCO
Tribune Media Co
2018-09-30
Add
+0.91%
0 $ 0 0
$45.82
27.07%
Add 100.13%
5,996,042
YPF
YPF SA
2018-09-30
New Buy
+0.73%
0 $ 0 0
$15.48
-0.58%
New holding
6,000,000
ABC
AmerisourceBergen Corp
2018-09-30
Add
+0.64%
0 $ 0 0
$79.49
-8.18%
Add 46.84%
2,751,056
MCK
McKesson Corp
2018-09-30
Add
+0.57%
0 $ 0 0
$126.59
-2.95%
Add 33.67%
2,175,700
UNVR
Univar Inc
2018-09-30
New Buy
+0.43%
0 $ 0 0
$20.50
-26.26%
New holding
1,771,100
TBIO
Translate Bio Inc
2018-09-30
Add
+0.34%
0 $ 0 0
$5.78
-50.39%
Add 237.55%
6,491,287
AMC
AMC Entertainment Holdings Inc
2018-09-30
Reduce
-0.33%
0 $ 0 0
$14.44
-20.18%
Reduce -45.37%
2,731,300
CAH
Cardinal Health Inc
2018-09-30
Reduce
-0.16%
0 $ 0 0
$48.84
-4.57%
Reduce -7.09%
4,738,485
SBGI
Sinclair Broadcast Group Inc
2018-09-30
Add
+0.10%
0 $ 0 0
$30.45
6.80%
Add 16.67%
3,000,000
VRTV
Veritiv Corp
2018-09-30
Reduce
-0.09%
0 $ 0 0
$33.06
-22.94%
Reduce -6.80%
3,564,439
TWX
Time Warner Inc
2018-06-30
Sold Out
-7.45%
0 $ 0 0
$98.77
3.96%
Sold Out
-
FOXA
Twenty-First Century Fox Inc
2018-06-30
Add
+5.74%
0 $ 0 0
$48.60
22.98%
Add 48.24%
39,415,829
LNG
Cheniere Energy Inc
2018-06-30
Reduce
-3.39%
0 $ 0 0
$65.03
5.77%
Reduce -31.51%
14,196,135
T
AT&T Inc
2018-06-30
New Buy
+2.74%
0 $ 0 0
$30.95
-6.92%
New holding
9,480,700
PBF
PBF Energy Inc
2018-06-30
Sold Out
-2.61%
0 $ 0 0
$36.21
-13.29%
Sold Out
-
TRCO
Tribune Media Co
2018-06-30
New Buy
+1.03%
0 $ 0 0
$45.82
20.77%
New holding
2,996,042
FOX
Twenty-First Century Fox Inc
2018-06-30
Add
+0.96%
0 $ 0 0
$48.23
23.32%
Add 19.00%
13,606,260
SBGI
Sinclair Broadcast Group Inc
2018-06-30
New Buy
+0.74%
0 $ 0 0
$30.45
1.60%
New holding
2,571,302
PCG
PG&E Corp
2018-06-30
Add
+0.52%
0 $ 0 0
$7.01
-83.83%
Add 42.86%
4,500,000
ABC
AmerisourceBergen Corp
2018-06-30
Add
+0.43%
0 $ 0 0
$79.49
-9.62%
Add 42.24%
1,873,565
AGN
Allergan PLC
2018-06-30
Add
+0.30%
0 $ 0 0
$158.60
-1.31%
Add 4.21%
4,950,000
TBIO
Translate Bio Inc
2018-06-30
New Buy
+0.22%
0 $ 0 0
$5.78
-52.19%
New holding
1,923,076
SHPG
Shire PLC
2018-06-30
New Buy
+0.15%
0 $ 0 0
$179.20
11.08%
New holding
98,932
IMOS
ChipMOS TECHNOLOGIES Inc
2018-06-30
Sold Out
-0.14%
0 $ 0 0
$16.35
-6.09%
Sold Out
-
FWP
Forward Pharma A/S
2018-06-30
Sold Out
-0.06%
0 $ 0 0
$1.05
-57.32%
Sold Out
-
TMQ
Trilogy Metals Inc
2018-06-30
Add
+0.04%
0 $ 0 0
$2.09
53.68%
Add 23.11%
13,050,758
VSAT
Viasat Inc
2018-06-30
Add
+0.04%
0 $ 0 0
$61.92
-2.95%
Add 0.54%
13,732,068
MCK
McKesson Corp
2018-06-30
Add
+0.01%
0 $ 0 0
$126.59
-13.48%
Add 0.74%
1,627,700
OREXQ
Orexigen Therapeutics Inc
2018-06-30
Sold Out
-%
0 $ 0 0
$-
-100%
Sold Out
-
PXD
Pioneer Natural Resources Co
2018-03-31
Add
+3.34%
0 $ 0 0
$143.84
-18.37%
Add 100.00%
4,000,000
ESRX
Express Scripts Holding Co
2018-03-31
Sold Out
-1.71%
0 $ 0 0
$92.33
21.03%
Sold Out
-
FOXA
Twenty-First Century Fox Inc
2018-03-31
Add
+1.53%
0 $ 0 0
$48.60
31.64%
Add 19.29%
26,588,731
Total 520