What Seth Klarman Bought in Q3 2024
Baupost Group · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$3.52B
Total Value
21
Holdings
6
New Buys
5
Reduced
In Q3 2024, Seth Klarman reported 21 long equity positions worth $3.52B in their Baupost Group 13F filing, including 6 new positions (largest: DOLLAR GEN CORP NEW at $194.8M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LBTYK | LIBERTY GLOBAL LTD | 42311011 | $914.3M | 26.00% | — |
| 2 | WTW | WILLIS TOWERS WATSON PLC LTD | 1781206 | $524.6M | 14.92% | +7.8% |
| 3 | CLVT | CLARIVATE PLC | 38929635 | $276.4M | 7.86% | — |
| 4 | GOOG | ALPHABET INC | 1465588 | $245.0M | 6.97% | +37.0% |
| 5 | CRH | CRH PLC | 2636602 | $244.5M | 6.95% | -37.6% |
| 6 | WCC | WESCO INTL INC | 1258000 | $211.3M | 6.01% | 56.7% |
| 7 | DG | DOLLAR GEN CORP NEW | 2303800 | $194.8M | 5.54% | NEW |
| 8 | LBTYK | LIBERTY GLOBAL LTD | 7194276 | $151.9M | 4.32% | — |
| 9 | VSAT | VIASAT INC | 12222590 | $145.9M | 4.15% | -11.2% |
| 10 | EXP | EAGLE MATLS INC | 500273 | $143.9M | 4.09% | +46.2% |
| 11 | SOLV | SOLVENTUM CORP | 1820000 | $126.9M | 3.61% | — |
| 12 | GDHLF | GDS HLDGS LTD | 4249952 | $86.7M | 2.47% | — |
| 13 | FIS | FIDELITY NATL INFORMATION SV | 971460 | $81.4M | 2.31% | +-72.3% |
| 14 | J | JACOBS SOLUTIONS INC | 350681 | $45.9M | 1.31% | -29.0% |
| 15 | FTRE | FORTREA HLDGS INC | 2293167 | $45.9M | 1.30% | -27.0% |
| 16 | HLF | HERBALIFE LTD | 5124526 | $36.8M | 1.05% | — |
| 17 | LBRDK | LIBERTY BROADBAND CORP | 170610 | $13.2M | 0.37% | NEW |
| 18 | HLF | HERBALIFE LTD | 17129000 | $12.6M | 0.36% | NEW |
| 19 | TBNRL | TAMBORAN RES CORP | 570833 | $11.6M | 0.33% | NEW |
| 20 | QSR | RESTAURANT BRANDS INTL INC | 28294 | $2.0M | 0.06% | NEW |
| 21 | LBRDA | LIBERTY BROADBAND CORP | 7560 | $581K | 0.02% | NEW |