← All portfolios
Seth Klarman
Baupost Group (United States)
President of Baupost Group and author of the cult classic 'Margin of Safety'.
Portfolio value
$4.6B
Top holding
LBTYK
Positions tracked
15
Allocation by sector
—
54.0%Communication
15.3%Financials
3.1%Healthcare
2.1%Full portfolio holdings
Loading live prices…| Ticker | Company | Sector | Weight | Price | Change |
|---|---|---|---|---|---|
| LBTYK | LBTYK Publicly traded security. | — | 12.4% | — | — |
| WBD | Warner Bros Discovery Media, streaming and studios. | Communication | 8.6% | — | — |
| CLAR | CLAR Publicly traded security. | — | 7.2% | — | — |
| HCA | HCA Publicly traded security. | — | 6.4% | — | — |
| FIS | FIS Publicly traded security. | — | 5.8% | — | — |
| WSC | WSC Publicly traded security. | — | 5.1% | — | — |
| CIVI | CIVI Publicly traded security. | — | 4.6% | — | — |
| NRG | NRG Publicly traded security. | — | 4.1% | — | — |
| GOOGL | Alphabet Parent of Google, YouTube, and Waymo. | Communication | 3.8% | — | — |
| CRH | CRH Publicly traded security. | — | 3.4% | — | — |
| IEP | Icahn Enterprises Diversified holding company. | Financials | 3.1% | — | — |
| MTCH | Match Group Owns Tinder, Hinge and dating apps. | Communication | 2.9% | — | — |
| BILI | BILI Publicly traded security. | — | 2.6% | — | — |
| MMYT | MMYT Publicly traded security. | — | 2.4% | — | — |
| UNH | UnitedHealth Group Largest US health insurer. | Healthcare | 2.1% | — | — |
Latest buys
Latest sells
Recent reported trades
| Symbol | Action | Shares | Value | Date |
|---|---|---|---|---|
| LBTYK | BUY | 8,200,000 | $165.0M | 2026-06-30 |
| WBD | BUY | 12,500,000 | $105.0M | 2026-06-30 |
Holdings sourced from publicly disclosed filings and refreshed every 10 minutes. Prices delayed. Illustrative — not investment advice.