Seth Klarman · quarter digest
What Seth Klarman did in Q1 2024
Baupost Group filed 1 moves in Q1 2024: 0 new, 1 add, 0 trim, 0 exit.
13F filed 2024-05-15. Manager quality score: q9. Philosophy: Margin of safety. Cash is a position. Patience pays.
Adds · 1
Adding to conviction
ADD +8%·18.0% book·−3
“WBD initial conviction.”
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Seth Klarman’s book, latest snapshot
Other quarters for Seth Klarman
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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.
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