Baupost Group Llc/ma (Seth Klarman)
Basic Stats
Market Value
3.63B
Top 10 (%)
76.57%
Portfolio Size (Change from Prev.)
24 (2)
Avg. Holding Period
7 years
Turnover
0.33%
Industry Breakdown
52.75%
Services-computer Programming, Data Processing, Etc.
11.88%
Services-business Services, Nec
7.28%
Services-computer Processing & Data Preparation
6.10%
Radio & Tv Broadcasting & Communications Equipment
4.81%
Pharmaceutical Preparations
4.72%
Hospital & Medical Service Plans
4.32%
Wholesale-electrical Apparatus & Equipment, Wiring Supplies
3.50%
Services-miscellaneous Equipment Rental & Leasing
2.56%
Cement, Hydraulic
2.05%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
LI | Liberty Global Ltd | 755.25M | 20.78% | 42.31M | — | — | $17.85 | — |
WI | Willis Towers Watson Plc Ltd | 433.23M | 11.92% | 1.65M | 6.23% | 96.98K | $262.14 | — |
 CRH.L | Crh Plc | 316.91M | 8.72% | 4.23M | 55.99% | 1.52M | $5,770.00 | 0.61% |
 FIS | Fidelity Natl Information Sv | 264.46M | 7.28% | 3.51M | -37.10% | -2.07M | $74.27 | 0.61% |
 CLVT | Clarivate Plc | 221.51M | 6.10% | 38.93M | 27.23% | 8.33M | $5.53 | 5.84% |
 GOOG | Alphabet Inc | 196.18M | 5.40% | 1.07M | -63.84% | -1.89M | $184.49 | 0.01% |
 VSAT | Viasat Inc | 174.74M | 4.81% | 13.76M | -8.46% | -1.27M | $12.58 | 11.74% |
 HUM | Humana Inc | 156.93M | 4.32% | 420K | New Buy | 420K | $373.49 | 0.35% |
 JAZZ | Jazz Pharmaceuticals Plc | 136M | 3.74% | 1.27M | 52.84% | 440.55K | $106.47 | 2.04% |
 WCC | Wesco Intl Inc | 127.29M | 3.50% | 803K | 290.33% | 597.28K | $155.15 | 1.58% |
LI | Liberty Global Ltd | 125.40M | 3.45% | 7.19M | — | — | $17.43 | — |
OU | Outbrain Inc | 103.27M | 2.84% | 118M | — | — | $0.88 | — |
SO | Solventum Corp | 96.24M | 2.65% | 1.82M | New Buy | 1.82M | $52.88 | — |
 WSC | Willscot Mobil Mini Hldng Co | 92.97M | 2.56% | 2.47M | New Buy | 2.47M | $37.30 | 1.30% |
 EXP | Eagle Matls Inc | 74.39M | 2.05% | 342.10K | 30.57% | 80.10K | $214.29 | 0.98% |