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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 · 2025-Q3
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| RESTAURANT BRANDS INTL INC COM | 8,252,862Shares increased 104% | $0.5M | 11.0% |
| ALPHABET INC CAP STK CL C | 1,858,138Shares decreased 29% | $0.5M | 9.4% |
Sector allocation
How the book's sector weights moved
Industrials rose most (▲ +4pp) · Communication Services fell most (▼ −7pp)
14 of 22 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-03-31
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-Q113 opened
OpenedAMZN +$649.5kGOOG +$338.8kWTW +$259.6kAON +$248.2kV +$212.0kTFX +$190.8k+7 more
Quarterly 13F update · 2025-Q410 opened
Opened