Seth Klarman's portfolio and holdings - Aug 2026

As per the latest corporate shareholdings filed, Seth Klarman publicly holds 25 stocks with a net worth of over US$ 6.0 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 12.63 9,259,844 8.84% -0.10 117.0 M
Grupo Aeromexico S.A.B. De C.V. - ADR Baupost Group Llc 15.72 4,880,188 3.34% 0.00 76.7 M
Teleflex Incorporated Baupost Group Llc 135.72 1,409,000 3.33% -0.28 191.2 M
Liberty Global plc - Ordinary Shares - Class C Baupost Group Llc 10.36 8,543,161 2.50% -1.42 88.5 M
Americold Realty Trust Inc Baupost Group Llc 13.67 6,830,230 2.39% -0.33 93.4 M
Genuine Parts Co. Baupost Group Llc 135.24 2,816,178 2.04% 0.96 380.9 M
Restaurant Brands International Inc Baupost Group Llc 77.01 6,753,112 1.94% -0.39 520.1 M
GDS Holdings Limited - ADR Baupost Group Llc 32.39 3,769,818 1.88% 0.36 122.1 M
Eagle Materials Inc. Baupost Group Llc 186.92 530,763 1.73% -1.18 99.2 M
Norwegian Cruise Line Holdings Ltd Baupost Group Llc 14.85 7,730,000 1.68% 0.89 114.8 M
NOW Inc Baupost Group Llc 16.14 2,788,000 1.54% -0.44 45.0 M
Wesco International, Inc. Baupost Group Llc 355.51 662,881 1.36% -1.59 235.7 M
Molina Healthcare Inc Baupost Group Llc 194.13 633,609 1.21% 0.00 123.0 M
Ferguson Plc. Baupost Group Llc 223.22 1,450,594 0.75% 0.01 323.8 M
Axalta Coating Systems Ltd Baupost Group Llc 34.44 1,274,356 0.60% NEW 43.9 M
Elevance Health Inc Baupost Group Llc 396.90 1,275,154 0.59% 0.00 506.1 M
Aon plc. - Ordinary Shares - Class A Baupost Group Llc 304.69 687,000 0.32% -0.04 209.3 M
Union Pacific Corp. Baupost Group Llc 284.74 1,185,395 0.20% -0.06 337.5 M
CME Group Inc - Ordinary Shares - Class A Baupost Group Llc 274.70 619,000 0.17% NEW 170.0 M
Pershing Square Inc. Baupost Group Llc 36.48 392,000 0.10% NEW 14.3 M
Visa Inc - Ordinary Shares - Class A Baupost Group Llc 367.39 701,355 0.04% 0.00 257.7 M
Amazon.com Inc. Baupost Group Llc 252.40 3,743,854 0.03% 0.01 944.9 M
Alphabet Inc - Ordinary Shares - Class C Baupost Group Llc 328.38 1,371,931 0.01% 0.00 450.5 M
CRH Plc - ADR Baupost Group Llc 89.35 56,543 0.01% NEW 5.1 M
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