What Seth Klarman Bought in Q1 2025

Baupost Group · Quarterly 13F recap as filed with the SEC.

Period: 2025-03-31 · Filed · Historical

$3.50B

Total Value

23

Holdings

4

New Buys

6

Reduced

In Q1 2025, Seth Klarman reported 23 long equity positions worth $3.50B in their Baupost Group 13F filing, including 4 new positions (largest: FIDELITY NATL INFORMATION SV at $260.9M) and 6 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1WTWWILLIS TOWERS WATSON PLC LTD1525667$515.6M14.75%-16.9%
2GOOGALPHABET INC2077988$324.6M9.29%+45.7%
3WCCWESCO INTL INC2005601$311.5M8.91%+39.7%
4LBTYKLIBERTY GLOBAL LTD24657803$295.2M8.44%-37.5%
5FISFIDELITY NATL INFORMATION SV3492947$260.9M7.46%NEW
6QSRRESTAURANT BRANDS INTL INC3886562$259.0M7.41%+33.9%
7CRHCRH PLC2694395$237.0M6.78%+2.0%
8EXPEAGLE MATLS INC909633$201.9M5.77%+42.5%
9DGDOLLAR GEN CORP NEW2104876$185.1M5.29%+2.1%
10FERGFERGUSON ENTERPRISES INC1132000$181.4M5.19%—
11GDHLFGDS HLDGS LTD4249952$107.7M3.08%—
12ELVELEVANCE HEALTH INC246000$107.0M3.06%NEW
13VSATVIASAT INC10190728$106.2M3.04%-16.6%
14SOLVSOLVENTUM CORP1053240$80.1M2.29%-27.2%
15ICLRICON PLC405000$70.9M2.03%NEW
16HLFHERBALIFE LTD7600526$65.6M1.88%—
17LBTYKLIBERTY GLOBAL LTD5076762$58.4M1.67%-2.4%
18CLVTCLARIVATE PLC10777863$42.4M1.21%-70.3%
19SGISOMNIGROUP INTERNATIONAL INC703349$42.1M1.20%NEW
20HLFHERBALIFE LTD17129000$14.8M0.42%—
21LBRDKLIBERTY BROADBAND CORP170610$14.5M0.42%—
22TBNRLTAMBORAN RES CORP570833$13.7M0.39%—
23LBRDALIBERTY BROADBAND CORP7560$643K0.02%—