Seth Klarman's portfolio and holdings - Jun 2026

As per corporate shareholdings filed for , people matching Seth Klarman publicly holds 24 stocks with a net worth of over US$ 6.4 B.

These are shares held by Seth Klarman as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Veritiv Corp Baupost Group Llc 169.99 3,324,324 24.53% -0.01 565.1 M
Herbalife Nutrition Ltd Baupost Group Llc 12.43 9,259,844 8.93% 0.00 115.1 M
Liberty Global plc - Ordinary Shares - Class C Baupost Group Llc 10.54 13,397,247 3.96% -2.21 141.2 M
Teleflex Incorporated Baupost Group Llc 132.86 1,595,000 3.60% NEW 211.9 M
Grupo Aeromexico S.A.B. De C.V. - ADR Baupost Group Llc 15.60 4,880,188 3.34% 0.02 76.1 M
Wesco International, Inc. Baupost Group Llc 335.31 1,436,881 2.95% 0.04 481.8 M
Eagle Materials Inc. Baupost Group Llc 204.78 892,763 2.89% -0.88 182.8 M
Americold Realty Trust Inc Baupost Group Llc 15.80 7,780,800 2.73% 1.51 122.9 M
Restaurant Brands International Inc Baupost Group Llc 74.95 8,080,112 2.33% 0.00 605.6 M
NOW Inc Baupost Group Llc 13.47 3,625,000 1.99% NEW 48.8 M
GDS Holdings Limited - ADR Baupost Group Llc 33.34 3,044,818 1.52% 0.00 101.5 M
Molina Healthcare Inc Baupost Group Llc 232.53 633,609 1.22% 0.02 147.3 M
Genuine Parts Co. Baupost Group Llc 121.78 1,490,348 1.08% 0.00 181.5 M
Willis Towers Watson Public Limited Co Baupost Group Llc 287.28 893,126 0.95% -0.49 256.6 M
Norwegian Cruise Line Holdings Ltd Baupost Group Llc 19.88 3,630,000 0.79% NEW 72.2 M
Ferguson Plc. Baupost Group Llc 231.08 1,442,411 0.74% 0.16 333.3 M
Elevance Health Inc Baupost Group Llc 390.71 1,275,154 0.59% 0.00 498.2 M
Vaxcyte Inc Baupost Group Llc 56.13 800,000 0.55% NEW 44.9 M
Aon plc. - Ordinary Shares - Class A Baupost Group Llc 358.40 769,000 0.36% NEW 275.6 M
Union Pacific Corp. Baupost Group Llc 286.16 1,540,995 0.26% -0.01 441.0 M
Visa Inc - Ordinary Shares - Class A Baupost Group Llc 360.25 701,355 0.04% NEW 252.7 M
Amazon.com Inc. Baupost Group Llc 255.43 3,118,754 0.03% 0.01 796.6 M
Alphabet Inc - Ordinary Shares - Class C Baupost Group Llc 370.86 1,181,131 0.01% 0.00 438.0 M
CRH Plc - ADR Baupost Group Llc 104.27 56,543 0.01% NEW 5.9 M
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