What Seth Klarman Bought in Q4 2024
Baupost Group · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$3.43B
Total Value
22
Holdings
4
New Buys
6
Reduced
In Q4 2024, Seth Klarman reported 22 long equity positions worth $3.43B in their Baupost Group 13F filing, including 4 new positions (largest: FERGUSON ENTERPRISES INC at $196.5M) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | WTW | WILLIS TOWERS WATSON PLC LTD | 1836748 | $575.3M | 16.75% | +3.1% |
| 2 | LBTYK | LIBERTY GLOBAL LTD | 39453843 | $518.4M | 15.09% | -6.8% |
| 3 | GOOG | ALPHABET INC | 1425988 | $271.6M | 7.91% | -2.7% |
| 4 | WCC | WESCO INTL INC | 1435671 | $259.8M | 7.56% | +14.1% |
| 5 | CRH | CRH PLC | 2641402 | $244.4M | 7.12% | +0.2% |
| 6 | FERG | FERGUSON ENTERPRISES INC | 1132000 | $196.5M | 5.72% | NEW |
| 7 | QSR | RESTAURANT BRANDS INTL INC | 2901700 | $189.1M | 5.51% | +10155.5% |
| 8 | CLVT | CLARIVATE PLC | 36279205 | $184.3M | 5.37% | -6.8% |
| 9 | EXP | EAGLE MATLS INC | 638223 | $157.5M | 4.59% | +27.6% |
| 10 | DG | DOLLAR GEN CORP NEW | 2060800 | $156.3M | 4.55% | -10.5% |
| 11 | VSAT | VIASAT INC | 12222590 | $104.0M | 3.03% | — |
| 12 | GDHLF | GDS HLDGS LTD | 4249952 | $101.0M | 2.94% | — |
| 13 | SNNRF | SUNRISE COMMUNICATIONS AG | 2335263 | $100.6M | 2.93% | NEW |
| 14 | SOLV | SOLVENTUM CORP | 1446300 | $95.5M | 2.78% | -20.5% |
| 15 | HUM | HUMANA INC | 346000 | $87.8M | 2.56% | NEW |
| 16 | LBTYK | LIBERTY GLOBAL LTD | 5201444 | $66.4M | 1.93% | -27.7% |
| 17 | HLF | HERBALIFE LTD | 7600526 | $50.8M | 1.48% | +48.3% |
| 18 | GPC | GENUINE PARTS CO | 315337 | $36.8M | 1.07% | NEW |
| 19 | HLF | HERBALIFE LTD | 17129000 | $13.1M | 0.38% | — |
| 20 | LBRDK | LIBERTY BROADBAND CORP | 170610 | $12.8M | 0.37% | — |
| 21 | TBNRL | TAMBORAN RES CORP | 570833 | $12.0M | 0.35% | — |
| 22 | LBRDA | LIBERTY BROADBAND CORP | 7560 | $562K | 0.02% | — |