https://holdlens.com/investor/seth-klarman Every 13F move by Seth Klarman (Baupost Group) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/VST https://holdlens.com/investor/seth-klarman#2025-Q4-VST-add-0 Seth Klarman (Baupost Group) added VST in Q4 2025 · 11.4% of portfolio. Aggressive Vistra add — AI data center demand thesis. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GOOG https://holdlens.com/investor/seth-klarman#2025-Q4-GOOG-add-1 Seth Klarman (Baupost Group) added GOOG in Q4 2025 · 5.2% of portfolio. Building out new Alphabet position. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/WBD https://holdlens.com/investor/seth-klarman#2025-Q4-WBD-trim-2 Seth Klarman (Baupost Group) trimmed WBD in Q4 2025 · 10.2% of portfolio. Continued Warner Bros. profit-taking. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/QSR https://holdlens.com/investor/seth-klarman#2025-Q4-QSR-new-3 Seth Klarman (Baupost Group) new position QSR (RESTAURANT BRANDS INTL INC) in Q4 2025 · 10.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/AMZN https://holdlens.com/investor/seth-klarman#2025-Q4-AMZN-new-4 Seth Klarman (Baupost Group) new position AMZN (AMAZON COM INC) in Q4 2025 · 9.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/WTW https://holdlens.com/investor/seth-klarman#2025-Q4-WTW-new-5 Seth Klarman (Baupost Group) new position WTW (WILLIS TOWERS WATSON PLC LTD) in Q4 2025 · 8.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/ELV https://holdlens.com/investor/seth-klarman#2025-Q4-ELV-new-6 Seth Klarman (Baupost Group) new position ELV (ELEVANCE HEALTH INC FORMERLY) in Q4 2025 · 8.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/UNP https://holdlens.com/investor/seth-klarman#2025-Q4-UNP-new-7 Seth Klarman (Baupost Group) new position UNP (UNION PAC CORP) in Q4 2025 · 7.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/WCC https://holdlens.com/investor/seth-klarman#2025-Q4-WCC-new-8 Seth Klarman (Baupost Group) new position WCC (WESCO INTL INC) in Q4 2025 · 6.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/FNF https://holdlens.com/investor/seth-klarman#2025-Q4-FNF-new-9 Seth Klarman (Baupost Group) new position FNF (FIDELITY NATL INFORMATION SV) in Q4 2025 · 5.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/DG https://holdlens.com/investor/seth-klarman#2025-Q4-DG-new-10 Seth Klarman (Baupost Group) new position DG (DOLLAR GEN CORP NEW) in Q4 2025 · 5.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/FERG https://holdlens.com/investor/seth-klarman#2025-Q4-FERG-new-11 Seth Klarman (Baupost Group) new position FERG (FERGUSON ENTERPRISES INC) in Q4 2025 · 4.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/LBTYK https://holdlens.com/investor/seth-klarman#2025-Q4-LBTYK-new-12 Seth Klarman (Baupost Group) new position LBTYK (LIBERTY GLOBAL LTD) in Q4 2025 · 4.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/FE https://holdlens.com/investor/seth-klarman#2025-Q4-FE-new-13 Seth Klarman (Baupost Group) new position FE (FISERV INC) in Q4 2025 · 2.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/CRH https://holdlens.com/investor/seth-klarman#2025-Q4-CRH-new-14 Seth Klarman (Baupost Group) new position CRH (CRH PLC) in Q4 2025 · 2.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/HLF https://holdlens.com/investor/seth-klarman#2025-Q4-HLF-new-15 Seth Klarman (Baupost Group) new position HLF (HERBALIFE LTD) in Q4 2025 · 2.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/MOH https://holdlens.com/investor/seth-klarman#2025-Q4-MOH-new-16 Seth Klarman (Baupost Group) new position MOH (MOLINA HEALTHCARE INC) in Q4 2025 · 2.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/VST https://holdlens.com/investor/seth-klarman#2025-Q3-VST-add-17 Seth Klarman (Baupost Group) added VST in Q3 2025 · 9.6% of portfolio. AI data center thesis — big add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/GOOG https://holdlens.com/investor/seth-klarman#2025-Q3-GOOG-new-18 Seth Klarman (Baupost Group) new position GOOG in Q3 2025 · 3.8% of portfolio. First-time Alphabet position. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/WBD https://holdlens.com/investor/seth-klarman#2025-Q3-WBD-trim-19 Seth Klarman (Baupost Group) trimmed WBD in Q3 2025 · 11.8% of portfolio. Taking Warner Bros. profits. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/WCC https://holdlens.com/investor/seth-klarman#2025-Q3-WCC-exit-20 Seth Klarman (Baupost Group) exited WCC (WESCO INTL INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/WTW https://holdlens.com/investor/seth-klarman#2025-Q3-WTW-exit-21 Seth Klarman (Baupost Group) exited WTW (WILLIS TOWERS WATSON PLC LTD) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/CRH https://holdlens.com/investor/seth-klarman#2025-Q3-CRH-exit-22 Seth Klarman (Baupost Group) exited CRH (CRH PLC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/FNF https://holdlens.com/investor/seth-klarman#2025-Q3-FNF-exit-23 Seth Klarman (Baupost Group) exited FNF (FIDELITY NATL INFORMATION SV) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/DG https://holdlens.com/investor/seth-klarman#2025-Q3-DG-exit-24 Seth Klarman (Baupost Group) exited DG (DOLLAR GEN CORP NEW) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/LBTYK https://holdlens.com/investor/seth-klarman#2025-Q3-LBTYK-exit-25 Seth Klarman (Baupost Group) exited LBTYK (LIBERTY GLOBAL LTD) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/QSR https://holdlens.com/investor/seth-klarman#2025-Q3-QSR-exit-26 Seth Klarman (Baupost Group) exited QSR (RESTAURANT BRANDS INTL INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/FERG https://holdlens.com/investor/seth-klarman#2025-Q3-FERG-exit-27 Seth Klarman (Baupost Group) exited FERG (FERGUSON ENTERPRISES INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/ELV https://holdlens.com/investor/seth-klarman#2025-Q3-ELV-exit-28 Seth Klarman (Baupost Group) exited ELV (ELEVANCE HEALTH INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/FE https://holdlens.com/investor/seth-klarman#2025-Q3-FE-exit-29 Seth Klarman (Baupost Group) exited FE (FISERV INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/VSAT https://holdlens.com/investor/seth-klarman#2025-Q3-VSAT-exit-30 Seth Klarman (Baupost Group) exited VSAT (VIASAT INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/HLF https://holdlens.com/investor/seth-klarman#2025-Q3-HLF-exit-31 Seth Klarman (Baupost Group) exited HLF (HERBALIFE LTD) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/ICON https://holdlens.com/investor/seth-klarman#2025-Q3-ICON-exit-32 Seth Klarman (Baupost Group) exited ICON (ICON PLC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/AMCOR https://holdlens.com/investor/seth-klarman#2025-Q3-AMCOR-exit-33 Seth Klarman (Baupost Group) exited AMCOR (AMCOR PLC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/VST https://holdlens.com/investor/seth-klarman#2025-Q2-VST-add-34 Seth Klarman (Baupost Group) added VST in Q2 2025 · 7.2% of portfolio. First of three consecutive quarters building Vistra. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/WBD https://holdlens.com/investor/seth-klarman#2025-Q2-WBD-trim-35 Seth Klarman (Baupost Group) trimmed WBD in Q2 2025 · 13.0% of portfolio. Starting the Warner Bros. exit. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/GOOG https://holdlens.com/investor/seth-klarman#2025-Q2-GOOG-add-36 Seth Klarman (Baupost Group) added GOOG (ALPHABET INC) in Q2 2025 · 11.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/WCC https://holdlens.com/investor/seth-klarman#2025-Q2-WCC-add-37 Seth Klarman (Baupost Group) added WCC (WESCO INTL INC) in Q2 2025 · 9.9% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/WTW https://holdlens.com/investor/seth-klarman#2025-Q2-WTW-trim-38 Seth Klarman (Baupost Group) trimmed WTW (WILLIS TOWERS WATSON PLC LTD) in Q2 2025 · 9.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/CRH https://holdlens.com/investor/seth-klarman#2025-Q2-CRH-add-39 Seth Klarman (Baupost Group) added CRH (CRH PLC) in Q2 2025 · 8.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add