What Seth Klarman Bought in Q2 2024

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

Period: 2024-06-30 · Filed · Historical

$3.63B

Total Value

24

Holdings

5

New Buys

7

Reduced

In Q2 2024, Seth Klarman reported 24 long equity positions worth $3.63B in their Baupost Group 13F filing, including 5 new positions (largest: HUMANA INC at $156.9M) and 9 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1LBTYKLIBERTY GLOBAL LTD42311011$755.3M20.78%—
2WTWWILLIS TOWERS WATSON PLC LTD1652648$433.2M11.92%+6.2%
3CRHCRH PLC4226602$316.9M8.72%+56.0%
4FISFIDELITY NATL INFORMATION SV3509254$264.5M7.28%-37.1%
5CLVTCLARIVATE PLC38929635$221.5M6.10%+27.2%
6GOOGALPHABET INC1069588$196.2M5.40%-63.8%
7VSATVIASAT INC13759364$174.7M4.81%-8.5%
8HUMHUMANA INC420000$156.9M4.32%NEW
9JAZZJAZZ PHARMACEUTICALS PLC1274248$136.0M3.74%52.8%
10WCCWESCO INTL INC803000$127.3M3.50%+290.3%
11LBTYKLIBERTY GLOBAL LTD7194276$125.4M3.45%—
12OB 2.95 07/27/26OUTBRAIN INC118000000$103.3M2.84%—
13SOLVSOLVENTUM CORP1820000$96.2M2.65%NEW
14WSCWILLSCOT MOBIL MINI HLDNG CO2470000$93.0M2.56%NEW
15EXPEAGLE MATLS INC342102$74.4M2.05%+30.6%
16FTREFORTREA HLDGS INC3140360$73.3M2.02%+933.7%
17JJACOBS SOLUTIONS INC494218$69.0M1.90%-2.5%
18HLFHERBALIFE LTD5124526$53.2M1.47%+128.3%
19GDHLFGDS HLDGS LTD4249952$39.5M1.09%+63.5%
20TBPHTHERAVANCE BIOPHARMA INC4200021$35.6M0.98%-36.3%
21CPRICAPRI HOLDINGS LIMITED1000000$33.1M0.91%NEW
22LM0CLIBERTY MEDIA CORP DEL1058616$23.5M0.65%-75.7%
23VRSNVERISIGN INC105764$18.8M0.52%NEW
2422941EURLIBERTY MEDIA CORP DEL600194$13.3M0.37%+-77.6%