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Investor profile
Seth Klarman
Baupost Group · CEO · Net worth: ~$1.5B
Author of Margin of Safety — the most cited value-investing book never reprinted. Famous for holding 30%+ cash for years.
"Margin of safety. Cash is a position. Patience pays."
Tracked positions
6
Top concentration
53%
Longest holding
Liberty Global (since 2014)
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| LBTYK | Liberty Global Class C European cable — long activist position. | 14.3% |
| WBD | Warner Bros. Discovery Media turnaround / streaming consolidation. | 11.8% |
| VST | Vistra Corp Independent power producer + AI/data center thesis. | 9.6% |
| FNF | Fidelity National Financial Title insurance — long compounder. | 7.1% |
| VTRS | Viatris Generic pharma deep value. | 5.4% |
| ALLY | Ally Financial Auto lender at low multiples. | 4.8% |
Want Seth move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Data sourced from Baupost Group 13F filings with the SEC. Approximate snapshot. Not investment advice.