← Investors
SK
United States
Seth Klarman
FollowFounder of Baupost Group; distressed and value investing; author of 'Margin of Safety'. Public commentary is sparse — primarily speeches and leaked letter excerpts.
Portfolio · 2026-Q2
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| AMAZON COM INC COM | 3,743,854Shares increased 20% | $0.9M | 16.5% |
| ELEVANCE HEALTH INC FORMERLY COM | 1,275,154 | $0.5M | 9.1% |
| RESTAURANT BRANDS INTL INC COM |
Sector allocationHow the book's sector weights moved
Financials rose most (▲ +13pp) · Communication Services fell most (▼ −7pp)
17 of 23 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-06-30
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q22 opened · 3 added · 5 trimmed
OpenedCME +$136.7kPS +$12.9k
Added toAMZN +$242.8kGPC +$174.6kGOOG +$145.9k
TrimmedLBTYA −$63.2kAON −$20.3kTFX −$12.2kDNOW