What Seth Klarman Bought in Q1 2024
Baupost Group · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$3.65B
Total Value
22
Holdings
6
New Buys
6
Reduced
In Q1 2024, Seth Klarman reported 22 long equity positions worth $3.65B in their Baupost Group 13F filing, including 6 new positions (largest: OUTBRAIN INC at $102.5M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LBTYK | LIBERTY GLOBAL LTD | 42311011 | $746.4M | 20.44% | — |
| 2 | GOOG | ALPHABET INC | 2957652 | $450.3M | 12.34% | +0.3% |
| 3 | WTW | WILLIS TOWERS WATSON PLC LTD | 1555667 | $427.8M | 11.72% | — |
| 4 | FIS | FIDELITY NATL INFORMATION SV | 5578969 | $413.8M | 11.34% | -12.3% |
| 5 | VSAT | VIASAT INC | 15030838 | $271.9M | 7.45% | -7.1% |
| 6 | CRH | CRH PLC | 2709543 | $233.7M | 6.40% | -19.0% |
| 7 | CLVT | CLARIVATE PLC | 30598402 | $227.3M | 6.23% | +20.0% |
| 8 | LM0C | LIBERTY MEDIA CORP DEL | 4351048 | $129.3M | 3.54% | +-70.7% |
| 9 | LBTYK | LIBERTY GLOBAL LTD | 7194276 | $121.7M | 3.33% | — |
| 10 | OB 2.95 07/27/26 | OUTBRAIN INC | 118000000 | $102.5M | 2.81% | NEW |
| 11 | JAZZ | JAZZ PHARMACEUTICALS PLC | 833696 | $100.4M | 2.75% | — |
| 12 | 22941EUR | LIBERTY MEDIA CORP DEL | 2677656 | $79.5M | 2.18% | -67.3% |
| 13 | J | JACOBS SOLUTIONS INC | 506786 | $77.9M | 2.13% | -30.4% |
| 14 | EXP | EAGLE MATLS INC | 262000 | $71.2M | 1.95% | NEW |
| 15 | TBPH | THERAVANCE BIOPHARMA INC | 6594126 | $59.1M | 1.62% | -11.1% |
| 16 | WCC | WESCO INTL INC | 205724 | $35.2M | 0.97% | NEW |
| 17 | WBD | WARNER BROS DISCOVERY INC | 3713930 | $32.4M | 0.89% | +-85.3% |
| 18 | HLF | HERBALIFE LTD | 2244923 | $22.6M | 0.62% | +33.6% |
| 19 | GDHLF | GDS HLDGS LTD | 2600000 | $17.3M | 0.47% | NEW |
| 20 | OPTU | ALTICE USA INC | 4774615 | $12.5M | 0.34% | — |
| 21 | FTRE | FORTREA HLDGS INC | 303797 | $12.2M | 0.33% | NEW |
| 22 | SOUNW | SOUNDHOUND AI INC | 1130636 | $5.6M | 0.15% | NEW |