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Head-to-head comparison
Seth Klarman vs Howard Marks
Seth Klarman
Q9/10Baupost Group
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Howard Marks
Q9/10Oaktree Capital
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Seth % | Howard % |
|---|---|---|
| VST | 9.6% | 11.2% |
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Remove with Pro →Recent moves — Q2 2026
Latest quarter activity for each manager.
Seth Klarman
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
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