FilingSpy

Baupost Group LLC (Seth Klarman) - FilingSpy

Seth Klarman

Baupost Group LLC

Seth Klarman

$4.13B

Overview Activity Holdings

Buys

Fiserv, Inc.

$154.31M

+895.0K shares

Amcor Plc

$50.55M

+5.50M shares

Pagseguro Digital Ltd

$24.10M

+2.50M shares

Alphabet Inc

$324.64M + $142.60M =$467.24M

2.08M+556.0K (+26.76%)

Wesco International Inc

$311.47M + $97.38M =$408.85M

2.01M+202.0K (+10.07%)

Crh Plc

$237.03M + $114.14M =$351.17M

2.69M+1.13M (+41.98%)

Fidelity National Information Services, Inc.

$260.85M + $47.67M =$308.52M

3.49M+296.8K (+8.50%)

Dollar General Corp.

$185.08M + $119.95M =$305.04M

2.10M+562.0K (+26.70%)

Restaurant Brands International Inc.

$259.00M + $9.45M =$268.44M

3.89M+163.0K (+4.19%)

Anthem Inc.

$107.00M + $132.60M =$239.60M

246.0K+370.0K (+150.41%)

Liberty Broadband Corporation

$14.51M + $58.84M =$73.35M

170.6K+575.0K (+337.03%)

Herbalife Ltd

$65.59M + $1.30M =$66.89M

7.60M+159.3K (+2.10%)

Sells

SOLVEXIT

Solventum Corp

$80.09M - $80.09M =Closed

-1.05M shares (100%)

TPXEXIT

Tempur Sealy International Inc

$42.12M - $42.12M =Closed

-703.3K shares (100%)

CLVTEXIT

Clarivate Plc

$42.36M - $42.36M =Closed

-10.78M shares (100%)

Willis Towers Watson Public Limited Company

$515.60M - $112.80M =$402.80M

1.31M left-211.5K (-13.86%)

Eagle Materials Inc

$201.88M - $65.20M =$136.68M

676.3K left-233.4K (-25.66%)

Viasat Inc

$106.19M =$134.19M

9.19M left-1.00M (-9.81%)

Gds Holdings Ltd

$107.65M - $8.30M =$99.35M

3.25M left-1.00M (-23.53%)