Seth Klarman — Recent Sells
Baupost Group · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 13, 2026 · Last updated
Seth Klarman fully exited 2 positions and reduced 7 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $554.4M. Largest exit: WILLIS TOWERS WATSON PLC LTD (was $259.6M).
Fully exited (2)
Reduced positions (7)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| QSR | RESTAURANT BRANDS INTL INC | 6753112 | $489.6M | 9.04% | -16.4% |
| UNP | UNION PAC CORP | 1185395 | $322.4M | 5.95% | -23.1% |
| AON | AON PLC | 687000 | $227.9M | 4.21% | -10.7% |
| TFX | TELEFLEX INCORPORATED | 1409000 | $178.6M | 3.30% | -11.7% |
| EXP | EAGLE MATLS INC | 530763 | $119.4M | 2.21% | -40.5% |
| COLD | AMERICOLD REALTY TRUST INC | 6830230 | $107.4M | 1.98% | -12.2% |
| DNOW | DNOW INC | 2788000 | $36.2M | 0.67% | -23.1% |