What Seth Klarman Bought in Q4 2023

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

Period: 2023-12-31 · Filed · Historical

$4.59B

Total Value

23

Holdings

2

New Buys

7

Reduced

In Q4 2023, Seth Klarman reported 23 long equity positions worth $4.59B in their Baupost Group 13F filing, including 2 new positions (largest: LIBERTY GLOBAL LTD at $788.7M) and 4 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1LBTYKLIBERTY GLOBAL LTD42311011$788.7M17.20%NEW
2VSATVIASAT INC16174839$452.1M9.86%—
3LM0CLIBERTY MEDIA CORP DEL14851048$427.4M9.32%—
4GOOGALPHABET INC2949538$415.7M9.07%-23.0%
5FISFIDELITY NATL INFORMATION SV6360719$382.1M8.33%-8.6%
6WTWWILLIS TOWERS WATSON PLC LTD1555667$375.2M8.18%—
7WBDWARNER BROS DISCOVERY INC25235094$287.2M6.26%—
8CLVTCLARIVATE PLC25500000$236.1M5.15%+13.3%
922941EURLIBERTY MEDIA CORP DEL8177656$235.0M5.13%—
10CRHCRH PLC3345543$231.4M5.05%—
11LBTYKLIBERTY GLOBAL LTD7194276$127.8M2.79%NEW
12JAZZJAZZ PHARMACEUTICALS PLC833696$102.5M2.24%+23.7%
13JJACOBS SOLUTIONS INC727786$94.5M2.06%+49.2%
14TBPHTHERAVANCE BIOPHARMA INC7419226$83.4M1.82%—
15TSEMTOWER SEMICONDUCTOR LTD2710852$82.7M1.80%-4.9%
16LLYVA*LIBERTY MEDIA CORP DEL1899547$69.4M1.51%-4.0%
17SSNCSS&C TECHNOLOGIES HLDGS INC1028545$62.9M1.37%-55.3%
18GTNGRAY TELEVISION INC3760000$33.7M0.73%—
19GTXGARRETT MOTION INC2994289$29.0M0.63%-50.0%
20LLYVK*LIBERTY MEDIA CORP DEL718270$26.9M0.59%+-62.2%
21HLFHERBALIFE LTD1679799$25.6M0.56%-0.8%
22OPTUALTICE USA INC4774615$15.5M0.34%—
23FNCHFINCH THERAPEUTICS GROUP INC67296$243K0.01%—