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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 is finely represented in his top five stock investments, reflecting a diversified and strategic approach to portfolio management. Clarivate Plc emerges as the leading position, comprising 23.2% of his portfolio, showcasing Klarman's confidence in this information services and analytics firm. Following closely, Fidelity National Information Services, Inc., holds 13.9% of the portfolio, indicating a strong belief in the financial services technology sector. Alphabet Inc - Ordinary Shares - Class C, representing 12.8%, underscores Klarman's investment in technology and innovation through one of the most influential companies globally. Willis Towers Watson Public Limited Co, with an 11.3% share, highlights his stance on the insurance brokerage and advisory market. Lastly, Viasat, Inc., at 10.1%, reveals Klarman's interest in telecommunications infrastructure and satellite technology. These stocks encapsulate Seth Klarman's adeptness at balancing technological innovation with essential financial services, making his portfolio a subject of study for potential investors aiming to mimic his success.

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Seth Klarman Portfolio 2023

Performance

1 Year

-27.98%

3 Years

-43.49%

5 Years

-34.41%

10 years

-24.88%

Sectors

Largest Holdings

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Trades

  • Clarivate Plc Clarivate Plc (CCC)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 23.4%
  • (Buy) - ― 0.0% →$28.94 (Now)
Last trade: Q4 2023 Increased shares by 13.3%
Last trade: Q4 2023 Sold 8.6% shares
Last trade: Q4 2023 Sold 23.0% 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: 9.9%
  • (Buy) $37.91 ― -49.2% →$19.25 (Now)
Last trade: Q3 2023 Sold 0.7% shares
Last trade: Q1 2023 Sold 18.6% shares
  • CRH Plc CRH Plc (CRHCF)
  • Sector: Other Crushed and Broken Stone Mining and Quarrying
  • % of Portfolio: 5.7%
  • (Buy) $56.04 ― -4.4% →$53.56 (Now)
Last trade: Q3 2023 New holding
  • Jacobs Solutions Inc Jacobs Solutions Inc (J)
  • Sector: Engineering Services
  • % of Portfolio: 3.4%
  • (Buy) $130.76 ― +13.7% →$148.73 (Now)
Last trade: Q4 2023 Increased shares by 49.2%
  • Jazz Pharmaceuticals plc Jazz Pharmaceuticals plc (JAZZ)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 3.1%
  • (Buy) $140.35 ― -17.1% →$116.37 (Now)
Last trade: Q4 2023 Increased shares by 23.7%
  • Tower Semiconductor Ltd. Tower Semiconductor Ltd. (TSEM)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 2.8%
  • (Buy) $32.06 ― +3.2% →$33.07 (Now)
Last trade: Q4 2023 Sold 4.9% shares
  • Theravance Biopharma Inc Theravance Biopharma Inc (TBPH)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 2.0%
  • (Buy) $23.42 ― -62.9% →$8.69 (Now)
Last trade: Q2 2023 Sold 28.8% shares
Last trade: Q4 2023 Sold 55.3% shares
Last trade: Q4 2023 Sold 50.0% shares
  • Gray Television, Inc. Gray Television, Inc. (GTN)
  • Sector: Television Broadcasting
  • % of Portfolio: 0.7%
  • (Buy) $19.03 ― -69.6% →$5.78 (Now)
Last trade: Q1 2023 Increased shares by 7.1%
  • Herbalife Ltd Herbalife Ltd (HLF)
  • Sector: All Other Miscellaneous Chemical Product and Preparation Manufacturing
  • % of Portfolio: 0.5%
  • (Buy) $17.41 ― -50.5% →$8.62 (Now)
Last trade: Q4 2023 Sold 0.8% shares
Last trade: Q1 2023 Increased shares by 23.1%
  • Finch Therapeutics Group Inc Finch Therapeutics Group Inc (FNCH)
  • Sector: Biological Product (except Diagnostic) Manufacturing
  • % of Portfolio: 0.0%
  • (Buy) $9.49 ― -74.2% →$2.45 (Now)
Last trade: Q2 2023 Sold 0.0% shares
  • Antero Resources Corp Antero Resources Corp (AR)
  • Sector: Crude Petroleum and Natural Gas Extraction
  • % of Portfolio: Sold
  • (Buy) $29.26 ― -8.9% →$26.65 (Now)
Last trade: Q4 2019 Sold -21.1 Million shares
Last trade: Q2 2019 Sold -399 Thousand shares
  • Home Depot, Inc. Home Depot, Inc. (HD)
  • Sector: Home Centers
  • % of Portfolio: Sold
  • (Buy) - ― 0.0% →$376.55 (Now)
Last trade: Q3 2007 Sold -1.5 Million shares
Last trade: Q4 2017 Sold -2.41 Million shares
  • Akebia Therapeutics Inc. Akebia Therapeutics Inc. (AKBA)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: Sold
  • (Buy) $7.83 ― -81.3% →$1.46 (Now)
Last trade: Q3 2020 Sold -15 Million shares
  • Univar Solutions Inc Univar Solutions Inc (UNVR)
  • Sector: Other Chemical and Allied Products Merchant Wholesalers
  • % of Portfolio: Sold
  • (Buy) $24.02 ― +50.5% →$36.14 (Now)
Last trade: Q3 2020 Sold -1.28 Million shares
  • Citigroup Inc Citigroup Inc (C)
  • Sector: Commercial Banking
  • % of Portfolio: Sold
  • (Buy) $44.22 ― +30.5% →$57.72 (Now)
Last trade: Q3 2016 Sold -5.17 Million shares
  • Ventas Inc Ventas Inc (VTR)
  • Sector: Other Financial Vehicles
  • % of Portfolio: Sold
  • (Buy) $33.03 ― +31.8% →$43.54 (Now)
Last trade: Q3 2020 Sold -550 Thousand shares
  • SLR Investment Corp SLR Investment Corp (SLRC)
  • Sector: Securities and Commodity Exchanges
  • % of Portfolio: Sold
  • (Buy) $19.26 ― -18.2% →$15.76 (Now)
Last trade: Q4 2010 Sold -1.77 Million 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
  • Unitedhealth Group Inc Unitedhealth Group Inc (UNH)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: Sold
  • (Buy) $33.12 ― +1345.6% →$478.78 (Now)
Last trade: Q4 2008 Sold -790 Thousand shares
  • Encore Wire Corp. Encore Wire Corp. (WIRE)
  • Sector: Electrical Apparatus and Equipment, Wiring Supplies, and Related Equipment Merchant Wholesalers
  • % of Portfolio: Sold
  • (Buy) $22.01 ― +920.6% →$224.63 (Now)
Last trade: Q1 2007 Sold -334 Thousand shares
  • AVEO Pharmaceuticals Inc AVEO Pharmaceuticals Inc (AVEO)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: Sold
  • (Buy) $154.22 ― -90.3% →$15.00 (Now)
Last trade: Q4 2014 Sold -383 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

-27.98%

3 Years

-43.49%

5 Years

-34.41%

10 years

-24.88%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $240 Billion
  • Dividend Yield 0.64 %
  • Beta 1.0349
  • P/E Ratio 19.75
  • Negative P/E Ratio -41.52
  • Profit Margin -20.44%
  • PEG 44.77
  • Price to Sales Ratio 3.69
  • Price to Book Ratio 2.23
  • Enterprise Value to EBIT: 14.85
  • Enterprise Value to Revenue 3.7
  • Total Debt to Enterprise Value 0.4
  • Debt to Equity 0.4398
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity -3.42%
  • Return on Assets -0.24%
  • Return on Invested Capital 6.23%

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 is finely represented in his top five stock investments, reflecting a diversified and strategic approach to portfolio management. Clarivate Plc emerges as the leading position, comprising 23.2% of his portfolio, showcasing Klarman's confidence in this information services and analytics firm. Following closely, Fidelity National Information Services, Inc., holds 13.9% of the portfolio, indicating a strong belief in the financial services technology sector. Alphabet Inc - Ordinary Shares - Class C, representing 12.8%, underscores Klarman's investment in technology and innovation through one of the most influential companies globally. Willis Towers Watson Public Limited Co, with an 11.3% share, highlights his stance on the insurance brokerage and advisory market. Lastly, Viasat, Inc., at 10.1%, reveals Klarman's interest in telecommunications infrastructure and satellite technology. These stocks encapsulate Seth Klarman's adeptness at balancing technological innovation with essential financial services, making his portfolio a subject of study for potential investors aiming to mimic his success.

Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks

See the list of stocks that have raised their payouts for 50 straight years

See the list

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