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Seth Klarman profile
Seth Klarman profile

Seth Klarman

The Baupost Group Holdings Strategy: Value Investor

Seth A. Klarman was born on May 21, 1957, in New York City and is considered a value investor and portfolio manager with the Baupost Group who manages investments for families as well as single individuals like himself. He founded the Baupost Group in 1982. Furthermore, he is the author of the book „Margin of Safety: Risk-averse Value Investing Strategies for the Thoughtful Investor“ in 1991. Seth Klarman's investment strategy, renowned for its value-oriented approach, is exemplified by his focus on key stocks in his portfolio. Clarivate Plc stands out as a data analytics and intellectual property company that aligns with Klarman's penchant for firms with durable competitive advantages. Alphabet Inc - Ordinary Shares - Class C represents Klarman's confidence in sustainable growth within the tech sector, highlighting an interest in companies with extensive market influence and innovative capabilities.Investment in Fidelity National Information Services, Inc. showcases Klarman's attraction to established players in the fintech industry, suggesting an affinity for businesses facilitating electronic payments and financial services processing. Willis Towers Watson Public Limited Co further diversifies the portfolio, underpinning Klarman's strategic move into risk management services and advisory sectors, indicating a belief in long-term corporate consultative demands.Lastly, Viasat, Inc., a communications company specializing in satellite technology, suggests Klarman values opportunities where high-tech meets expanding global communication needs. Overall, these top five stocks paint a portrait of Seth Klarman’s investment philosophy which hinges on fundamental analysis and a clear bias towards resilient companies positioned well for future challenges and opportunities.

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Seth Klarman Portfolio 2023

Performance

1 Year

-37.76%

3 Years

-62.12%

5 Years

-55.30%

10 years

-62.46%

Sectors

Largest Holdings

Trades

  • Clarivate Plc Clarivate Plc (CCC)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 29.4%
  • (Buy) - ― 0.0% →$28.94 (Now)
Last trade: Q1 2024 Increased shares by 20.0%
Last trade: Q1 2024 Increased shares by 0.3%
Last trade: Q1 2024 Sold 12.3% shares
Last trade: Q3 2023 Increased shares by 72.4%
  • Viasat, Inc. Viasat, Inc. (VSAT)
  • Sector: Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing
  • % of Portfolio: 8.7%
  • (Buy) $37.91 ― -54.3% →$17.32 (Now)
Last trade: Q1 2024 Sold 7.1% shares
  • CRH Plc CRH Plc (CRHCF)
  • Sector: Other Crushed and Broken Stone Mining and Quarrying
  • % of Portfolio: 4.8%
  • (Buy) $56.04 ― -4.4% →$53.56 (Now)
Last trade: Q1 2024 Sold 19.0% shares
  • Jazz Pharmaceuticals plc Jazz Pharmaceuticals plc (JAZZ)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 3.1%
  • (Buy) $140.35 ― -20.5% →$111.60 (Now)
Last trade: Q4 2023 Increased shares by 23.7%
  • Jacobs Solutions Inc Jacobs Solutions Inc (J)
  • Sector: Engineering Services
  • % of Portfolio: 2.4%
  • (Buy) $130.76 ― +7.2% →$140.13 (Now)
Last trade: Q1 2024 Sold 30.4% shares
  • Eagle Materials Inc. Eagle Materials Inc. (EXP)
  • Sector: Cement Manufacturing
  • % of Portfolio: 2.1%
  • (Buy) $236.23 ― +3.2% →$243.76 (Now)
Last trade: Q1 2024 New holding
  • Theravance Biopharma Inc Theravance Biopharma Inc (TBPH)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 2.1%
  • (Buy) $23.42 ― -59.1% →$9.59 (Now)
Last trade: Q1 2024 Sold 11.1% shares
  • Wesco International, Inc. Wesco International, Inc. (WCC)
  • Sector: General Rental Centers
  • % of Portfolio: 1.0%
  • (Buy) $165.24 ― -9.0% →$150.40 (Now)
Last trade: Q1 2024 New holding
Last trade: Q1 2024 Sold 85.3% shares
  • GDS Holdings Limited - ADR GDS Holdings Limited - ADR (GDS)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.9%
  • (Buy) $6.77 ― +53.5% →$10.40 (Now)
Last trade: Q1 2024 New holding
  • Herbalife Ltd Herbalife Ltd (HLF)
  • Sector: All Other Miscellaneous Chemical Product and Preparation Manufacturing
  • % of Portfolio: 0.7%
  • (Buy) $15.95 ― -40.0% →$9.57 (Now)
Last trade: Q1 2024 Increased shares by 33.6%
Last trade: Q1 2023 Increased shares by 23.1%
Last trade: Q1 2024 New holding
  • Unitedhealth Group Inc Unitedhealth Group Inc (UNH)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: Sold
  • (Buy) $33.12 ― +1620.9% →$569.96 (Now)
Last trade: Q4 2008 Sold -790 Thousand shares
  • Paratek Pharmaceuticals Inc. Paratek Pharmaceuticals Inc. (PRTK)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: Sold
  • (Buy) $17.07 ― -86.9% →$2.23 (Now)
Last trade: Q4 2019 Sold -2.39 Million shares
  • Citigroup Inc Citigroup Inc (C)
  • Sector: Commercial Banking
  • % of Portfolio: Sold
  • (Buy) $44.22 ― +27.1% →$56.21 (Now)
Last trade: Q3 2016 Sold -5.17 Million shares
  • Amerisource Bergen Corp. Amerisource Bergen Corp. (ABC)
  • Sector: Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers
  • % of Portfolio: Sold
  • (Buy) $84.46 ― +113.1% →$179.98 (Now)
Last trade: Q3 2020 Sold -468 Thousand shares
  • Energy Transfer LP - Unit Energy Transfer LP - Unit (ET)
  • Sector: Pipeline Transportation of Natural Gas
  • % of Portfolio: Sold
  • (Buy) $10.66 ― +44.8% →$15.43 (Now)
Last trade: Q2 2020 Sold -12.1 Million shares
Last trade: Q4 2007 Sold -2.24 Million shares
  • PayPal Holdings Inc PayPal Holdings Inc (PYPL)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: Sold
  • (Buy) $35.81 ― +68.8% →$60.46 (Now)
Last trade: Q4 2016 Sold -5 Million shares
  • XPO Inc XPO Inc (XPO)
  • Sector: General Freight Trucking, Long-Distance, Truckload
  • % of Portfolio: Sold
  • (Buy) $77.28 ― +38.6% →$107.12 (Now)
Last trade: Q2 2020 Sold -846 Thousand shares
Last trade: Q2 2020 Sold -1.07 Million shares
Last trade: Q4 2019 Sold -9.43 Million shares
  • Pretium Resources Inc Pretium Resources Inc (PVG)
  • Sector: Gold Ore Mining
  • % of Portfolio: Sold
  • (Buy) $7.13 ― +111.2% →$15.05 (Now)
Last trade: Q3 2013 Sold -156 Thousand shares
  • American International Group Inc American International Group Inc (AIG)
  • Sector: Third Party Administration of Insurance and Pension Funds
  • % of Portfolio: Sold
  • (Buy) $35.54 ― +97.4% →$70.16 (Now)
Last trade: Q3 2013 Sold -10.1 Million shares
  • Yamana Gold Inc. Yamana Gold Inc. (AUY)
  • Sector: Gold Ore Mining
  • % of Portfolio: Sold
  • (Buy) $11.67 ― -49.9% →$5.85 (Now)
Last trade: Q3 2013 Sold -3.26 Million shares
  • Veradigm Inc Veradigm Inc (MDRX)
  • Sector: Computer Systems Design Services
  • % of Portfolio: Sold
  • (Buy) $13.01 ― -28.0% →$9.37 (Now)
Last trade: Q2 2008 Sold -173 Thousand shares
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

Options

Can't find any put or calls that Seth Klarman has in Baupost Group

Metrics

Performance

1 Year

-37.76%

3 Years

-62.12%

5 Years

-55.30%

10 years

-62.46%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $359 Billion
  • Dividend Yield 0.51 %
  • Beta 0.9892
  • P/E Ratio 18.19
  • Negative P/E Ratio -42.97
  • Profit Margin NaN%
  • PEG 37.15
  • Price to Sales Ratio 3.97
  • Price to Book Ratio 2.62
  • Enterprise Value to EBIT: 20.92
  • Enterprise Value to Revenue NaN
  • Total Debt to Enterprise Value NaN
  • Debt to Equity NaN
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity NaN%
  • Return on Assets NaN%
  • Return on Invested Capital NaN%

About Seth Klarman

Seth A. Klarman was born on May 21, 1957, in New York City and is considered a value investor and portfolio manager with the Baupost Group who manages investments for families as well as single individuals like himself. He founded the Baupost Group in 1982. Furthermore, he is the author of the book „Margin of Safety: Risk-averse Value Investing Strategies for the Thoughtful Investor“ in 1991. Seth Klarman's investment strategy, renowned for its value-oriented approach, is exemplified by his focus on key stocks in his portfolio. Clarivate Plc stands out as a data analytics and intellectual property company that aligns with Klarman's penchant for firms with durable competitive advantages. Alphabet Inc - Ordinary Shares - Class C represents Klarman's confidence in sustainable growth within the tech sector, highlighting an interest in companies with extensive market influence and innovative capabilities.Investment in Fidelity National Information Services, Inc. showcases Klarman's attraction to established players in the fintech industry, suggesting an affinity for businesses facilitating electronic payments and financial services processing. Willis Towers Watson Public Limited Co further diversifies the portfolio, underpinning Klarman's strategic move into risk management services and advisory sectors, indicating a belief in long-term corporate consultative demands.Lastly, Viasat, Inc., a communications company specializing in satellite technology, suggests Klarman values opportunities where high-tech meets expanding global communication needs. Overall, these top five stocks paint a portrait of Seth Klarman’s investment philosophy which hinges on fundamental analysis and a clear bias towards resilient companies positioned well for future challenges and opportunities.

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