Seth Klarman · quarter digest
What Seth Klarman did in Q1 2025
Baupost Group filed 16 moves in Q1 2025: 5 new, 4 add, 5 trim, 2 exit.
13F filed 2025-05-15. Manager quality score: q9. Philosophy: Margin of safety. Cash is a position. Patience pays.
New positions · 5
Fresh money
Adds · 4
Adding to conviction
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Remove with Pro →Trims · 5
Taking chips off
WTWWILLIS TOWERS WATSON PLC LTD
TRIM -17%·14.7% book·−6
LBTYALIBERTY GLOBAL LTD
TRIM -33%·10.1% book·−7
VSATVIASAT INC
TRIM -17%·3.0% book·−10
SOLVSOLVENTUM CORP
TRIM -27%·2.3% book·−8
CLVTCLARIVATE PLC
TRIM -70%·1.2% book·−5
Exits · 2
Closed positions
HUMHUMANA INC
EXIT·0.0% book·−5
GPCGENUINE PARTS CO
EXIT·0.0% book·−7
Current top holdings
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
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