Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  Dell Technologies Inc (DVMT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 3.00 SEC
2017   Q3 3,052,459 3.00 Reduce 46.00% 1.90 $77.21 $235,680,000 SEC
2017   Q2 5,652,459 4.13 $61.11 $345,422,000 SEC
2017   Q1 5,652,459 4.39 Reduce 15.03% 0.74 $64.08 $362,210,000 SEC
2016   Q4 6,652,459 4.90 $54.97 $365,686,000 SEC
2016   Q3 6,652,459 4.69 Buy 4.69 $47.80 $317,988,000 SEC