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Seth Klarman - Baupost Group
Seth Klarman - Baupost GroupFecha: 30 Sep 2025Inversiones: 20Valor: $4,762,903,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
LBTYK - Liberty Global Ltd CL C
26.10
42,311,011
$21.61
$914,341,000
$12.04
-44.29%
$8.58
$14.83
WTW - Willis Towers Watson plc
14.97
Add 7.78%
1,781,206
$294.53
$524,619,000
$312.43
6.08%
$239.56
$334.05
CLVT - Clarivate Plc
7.89
38,929,635
$7.10
$276,400,000
$5.00
-29.58%
$4.25
$9.61
GOOG - Alphabet Inc. CL C
6.99
Add 37.02%
1,465,588
$167.19
$245,032,000
$190.88
14.17%
$131.08
$202.88
CRH - CRH plc
6.98
Reduce 37.62%
2,636,602
$92.74
$244,518,000
$90.98
-1.90%
$65.36
$104.23
WCC - WESCO International Inc.
6.03
Add 56.66%
1,258,000
$167.98
$211,319,000
$178.95
6.53%
$131.09
$215.71
DG - Dollar General
5.56
Buy
2,303,800
$84.57
$194,832,000
$70.79
-16.29%
$70.15
$164.24
LBTYA - Liberty Global Ltd CL A
4.33
7,194,276
$21.11
$151,871,000
$11.71
-44.53%
$8.29
$14.30
VSAT - Viasat Inc.
4.17
Reduce 11.17%
12,222,590
$11.94
$145,938,000
$7.83
-34.42%
$6.69
$26.70
EXP - Eagle Materials Inc.
4.11
Add 46.24%
500,273
$287.65
$143,904,000
$237.14
-17.56%
$196.81
$321.64
SOLV - Solventum Corp
3.62
1,820,000
$69.72
$126,890,000
$67.34
-3.41%
$47.16
$77.17
GDS - GDS Holdings Ltd
2.47
4,249,952
$20.40
$86,699,000
$21.96
7.65%
$5.01
$29.17
FIS - Fidelity National Information Services
2.32
Reduce 72.32%
971,460
$83.75
$81,360,000
$77.34
-7.65%
$57.18
$91.59
FTRE - Fortrea Holdings Inc
1.31
Reduce 26.98%
2,293,167
$20.00
$45,863,000
$18.00
-10.00%
$16.53
$41.02
J - Jacobs Solutions Inc.
1.31
Reduce 29.04%
350,681
$130.90
$45,904,000
$133.65
2.10%
$107.04
$150.54
HLF - Herbalife Nutrition Ltd.
1.05
5,124,526
$7.19
$36,845,000
$6.44
-10.43%
$6.21
$13.63
LBRDK - Liberty Broadband Corp. CL C
0.38
Buy
170,610
$77.29
$13,186,000
$74.03
-4.22%
$46.46
$101.50
TBN - Tamboran Resources Corp
0.33
Buy
570,833
$20.32
$11,599,000
$20.55
1.13%
$15.75
$25.99
QSR - Restaurant Brands International
0.06
Buy
28,294
$72.14
$2,041,000
$60.66
-15.91%
$60.60
$80.60
LBRDA - Liberty Broadband Corp. CL A
0.02
Buy
7,560
$76.85
$581,000
$73.21
-4.74%
$47.17
$100.44
FERG - Ferguson Enterprises Inc.
5.74
Buy
1,132,000
$173.57
$196,481,000
$184.25
6.15%
$167.28
$222.16
SNRE - Sunrise Communicat Cl A
2.94
Buy
2,335,263
$43.08
$100,603,000
$47.05
9.22%
$42.51
$50.63
HUM - Humana Inc.
2.57
Buy
346,000
$253.71
$87,784,000
$253.83
0.05%
$212.57
$403.92
GPC - Genuine Parts
1.08
Buy
315,337
$116.76
$36,819,000
$124.90
6.97%
$111.84
$160.82
ELV - Elevance Health Inc.
3.07
Buy
246,000
$434.96
$107,000,000
$374.29
-13.95%
$360.70
$560.90
ICLR - ICON plc
2.04
Buy
405,000
$174.99
$70,871,000
$132.23
-24.44%
$131.64
$347.72
SGI - Somnigroup International Inc.
1.21
Buy
703,349
$59.88
$42,117,000
$64.18
7.18%
$44.71
$69.70
FI - Fiserv Inc.
3.75
Buy
895,000
$172.41
$154,307,000
$134.62
-21.92%
$128.22
$238.59
AMCR - Amcor plc
1.23
Buy
5,500,000
$9.19
$50,545,000
$8.76
-4.68%
$8.25
$11.04
PAGS - PagSeguro Digital Ltd.
0.59
Buy
2,500,000
$9.64
$24,100,000
$8.75
-9.23%
$5.93
$14.38
FISV - Fiserv Inc.
3.75
Buy
895,000
$172.41
$154,307,000
$64.26
-62.73%
$60.95
$238.59
UNP - Union Pacific
7.43
Buy
1,496,204
$236.37
$353,658,000
$223.02
-5.65%
$202.16
$252.32
COLD - Americold Realty Trust
0.93
Buy
3,600,000
$12.24
$44,064,000
$10.79
-11.85%
$10.50
$22.96