Seth Klarman's portfolio and holdings - Apr 2026

As per the latest corporate shareholdings filed, Seth Klarman publicly holds 23 stocks with a net worth of over US$ 5.9 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 12.83 9,259,844 8.93% 1.42 118.8 M
Liberty Global plc - Ordinary Shares - Class C Baupost Group Llc 11.34 20,884,781 6.18% -0.25 236.8 M
Eagle Materials Inc. Baupost Group Llc 194.66 1,185,248 3.77% 0.78 230.7 M
Grupo Aeromexico S.A.B. De C.V. - ADR Baupost Group Llc 14.99 4,855,180 3.33% NEW 72.8 M
Wesco International, Inc. Baupost Group Llc 358.72 1,418,831 2.91% -0.18 509.0 M
Restaurant Brands International Inc Baupost Group Llc 75.84 8,080,112 2.33% -0.06 612.8 M
GDS Holdings Limited - ADR Baupost Group Llc 42.44 3,044,818 1.52% -0.03 129.2 M
Willis Towers Watson Public Limited Co Baupost Group Llc 248.38 1,357,601 1.44% 0.29 337.2 M
Americold Realty Trust Inc Baupost Group Llc 14.26 3,475,685 1.22% -0.05 49.6 M
Molina Healthcare Inc Baupost Group Llc 184.99 625,000 1.20% NEW 115.6 M
Genuine Parts Co. Baupost Group Llc 92.87 1,486,088 1.08% 0.08 138.0 M
Tamboran Resources Corp. Baupost Group Llc 36.49 257,226 1.00% -1.52 9.4 M
Dollar General Corp. Baupost Group Llc 102.38 2,062,821 0.94% -0.27 211.2 M
Fidelity National Information Services, Inc. Baupost Group Llc 41.80 4,503,801 0.87% 0.14 188.3 M
Liberty Global plc - Ordinary Shares - Class A Baupost Group Llc 11.51 2,080,456 0.62% -0.89 23.9 M
Ferguson Plc. Baupost Group Llc 223.82 1,137,035 0.59% 0.00 254.5 M
Elevance Health Inc Baupost Group Llc 392.68 1,269,302 0.58% -0.01 498.4 M
Fiserv, Inc. Baupost Group Llc 55.33 2,200,000 0.41% 0.25 121.7 M
Union Pacific Corp. Baupost Group Llc 270.56 1,627,254 0.27% 0.02 440.3 M
Amazon.com Inc. Baupost Group Llc 264.14 2,121,391 0.02% NEW 560.3 M
Alphabet Inc - Ordinary Shares - Class C Baupost Group Llc 393.32 1,087,181 0.01% -0.01 427.6 M
CRH Plc - ADR Baupost Group Llc 103.21 56,543 0.01% NEW 5.8 M
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