Skip to main content
AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV
HoldLens logoHoldLens
Seth Klarman · quarter digest

What Seth Klarman did in Q3 2024

Baupost Group filed 14 moves in Q3 2024: 3 new, 4 add, 5 trim, 2 exit.

13F filed 2024-11-14. Manager quality score: q9. Philosophy: Margin of safety. Cash is a position. Patience pays.

← Q2 2024Q3 2024 · fleet digestQ4 2024 →
New positions · 3

Fresh money

DGDOLLAR GEN CORP NEW
NEW·5.5% book·−4
VST
NEW·4.0% book·−10

“First Vistra position — start of multi-Q build.”

QSRRESTAURANT BRANDS INTL INC
NEW·0.1% book·+4
Adds · 4

Adding to conviction

WTWWILLIS TOWERS WATSON PLC LTD
ADD +8%·14.9% book·−8
GOOGALPHABET INC
ADD +37%·7.0% book·−13
WCCWESCO INTL INC
ADD +57%·6.0% book·−4
HLFHERBALIFE LTD
ADD +334%·1.4% book·−11
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 5

Taking chips off

WBD
TRIM -10%·14.5% book·−4

“WBD reduction.”

CRHCRH PLC
TRIM -38%·7.0% book·−1
VSATVIASAT INC
TRIM -11%·4.2% book·−9
FNFFIDELITY NATL INFORMATION SV
TRIM -72%·2.3% book·−5
JJACOBS SOLUTIONS INC
TRIM -29%·1.3% book·−9
Exits · 2

Closed positions

LSXMALIBERTY MEDIA CORP DEL
EXIT·0.0% book·−12
VRSNVERISIGN INC
EXIT·0.0% book·−11
Current top holdings

Seth Klarman’s book, latest snapshot

#TickerWeight
1LBTYK
Liberty Global Class C
14.3%
2WBD
Warner Bros. Discovery
11.8%
3VST
Vistra Corp
9.6%
4FNF
Fidelity National Financial
7.1%
5VTRS
Viatris
5.4%
6ALLY
Ally Financial
4.8%
ShareShare on XPost to RedditSubmit to HNShare on LinkedInEmail
Other quarters for Seth Klarman
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
← Full profileAll managersLeaderboardRSS feed

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.