Baupost Group Llc/ma (Seth Klarman)
Basic Stats
Market Value
5.61B
Top 10 (%)
76.97%
Portfolio Size
29 (-2)
Avg. Holding Period
11 years
Turnover
0.34%
Industry Breakdown
Cable & Other Pay Television Services
22.30%
Television Broadcasting Stations
13.96%
Radio & Tv Broadcasting & Communications Equipment
11.97%
Services-computer Programming, Data Processing, Etc.
8.88%
Wholesale-paper & Paper Products
7.44%
Services-business Services, Nec
7.04%
5.28%
Semiconductors & Related Devices
4.76%
Services-prepackaged Software
4.02%
Motor Vehicle Parts & Accessories
3.51%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Liberty Global Plc | LBTYK | 799.73M | 14.24% | 45.00M | -5.26% | -2.50M | $17.77 | 9.90% |
 Viasat Inc | VSAT | 672.08M | 11.97% | 16.29M | — | — | $41.26 | 21.33% |
 Alphabet Inc | GOOG | 498.37M | 8.88% | 4.12M | -29.60% | -1.73M | $120.97 | 0.03% |
 Liberty Media Corp Del | LSXMK | 486.07M | 8.66% | 14.85M | — | — | $32.73 | 4.54% |
 Veritiv Corp | VRTV | 417.57M | 7.44% | 3.32M | — | — | $125.61 | 24.57% |
 Fidelity Natl Information Sv | FIS | 370.59M | 6.60% | 6.78M | 39.93% | 1.93M | $54.70 | 1.11% |
 Warner Bros Discovery Inc | WBD | 316.45M | 5.64% | 25.24M | — | — | $12.54 | 1.04% |
 Liberty Media Corp Del | LSXMA | 268.31M | 4.78% | 8.18M | — | — | $32.81 | 2.50% |
 Qorvo Inc | QRVO | 267.08M | 4.76% | 2.62M | -43.70% | -2.03M | $102.03 | 2.62% |
 Ss&c Technologies Hldgs Inc | SSNC | 225.46M | 4.02% | 3.72M | 13.62% | 446K | $60.60 | 1.49% |
 Willis Towers Watson Plc Ltd | 212.51M | 3.78% | 902.37K | 5.09% | 43.70K | $235.50 | — | |
 Garrett Motion Inc | GTX | 197.35M | 3.51% | 26.07M | 629.25% | 22.50M | $7.57 | 40.17% |
 New Oriental Ed & Technology | EDU | 162.65M | 2.90% | 4.12M | -23.99% | -1.30M | $39.49 | 2.47% |
 Amazon Com Inc | AMZN | 125.66M | 2.24% | 963.95K | 100.00% | 963.95K | $130.36 | 0.01% |
 Liberty Global Plc | LBTYA | 121.30M | 2.16% | 7.19M | — | — | $16.86 | 1.58% |
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