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Head-to-head comparison

Seth Klarman vs Li Lu

Baupost Group

Q9/10

"Margin of safety. Cash is a position. Patience pays."

6 positionsSince 1982

Himalaya Capital

Q8/10

"Long-term value, China expertise, Charlie Munger's protégé."

5 positionsSince 1997

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Recent moves — Q4 2025

Latest quarter activity for each manager.

Seth Klarman

QSRNEW
AMZNNEW
WTWNEW
ELVNEW
UNPNEW
WCCNEW
FNFNEW
DGNEW
FERGNEW
LBTYKNEW
FENEW
CRHNEW
HLFNEW
MOHNEW
GOOGADD +40%
Building out new Alphabet position.
VSTADD +25%
Aggressive Vistra add — AI data center demand thesis.
WBDREDUCE -12%
Continued Warner Bros. profit-taking.

Li Lu

CROCSNEW
METAADD +15%
Adding to the compounder.
BACADD +12%
Doubling down further on BAC.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.