Seth Klarman Makes 3 Big Investments

A look at Klarman's new stock holdings

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Kyle Ferguson
Nov 14, 2015
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Guru investor

Seth Klarman (Trades, Portfolio), who founded the Baupost Group in 1982, continues to run the hedge fund focusing on value investing. It shows how much Klarmanrespects Benjamin Graham's philosophies and principles in this interview conducted in 2011 by Charlie Rose.

You can watch the interview here: https://www.youtube.com/watch?v=ohtAnE8C4Ao

Klarman most recently purchased 52,270,000 shares of Alcoa (AA), a company known for its work with lightweight metals and advanced manufacturing techniques.

Alcoa is also traded in Australia, Germany and Argentina.

Alcoa is a globally traded company with a $10.47 billion market cap, a P/E ratio of 20.40 and a dividend yield of 1.51%.

Here is the Peter Lynch Chart for Alcoa:

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The Baupost Group also purchased 4,097,500 shares of Twenty-First Century Fox Inc. (

FOXA, Financial), a multinational mass media corporation located in New York City.

Twenty-First Century Fox is also traded in the UK and Australia. It has a market cap of $58.47 billion, a P/E of 7.95, a P/S ratio of 2.28 and a dividend yield of 1.01%.

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Above is a Peter Lynch earnings chart for Twenty-First Century Fox.

Seth Klarman (Trades, Portfolio) also purchased 7,000,000 shares in Olin Corp. (OLN), a company that manufactures ammunition, chlorine and sodium hydroxide.

Olin has a market cap of $3.19 billion, a P/E ratio of 20.29, a P/S ratio of 0.72 and a dividend yield of 4.13%.

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Kyle Ferguson is an investor, author of The Christian Bubble, and he is a world-renowned human and animal rights activist, and the co-founder of The Light Movement. He is outspoken, fearless, and relentless. Kyle lives in Montreal, Quebec, and he is dedicated to making the world a better place with love and light.