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  Express Scripts Hldg Co (ESRX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 1.71 SEC
2017   Q4 2,306,456 1.71 Reduce 9.79% 0.20 $74.64 $172,154,000 SEC
2017   Q3 2,556,891 2.06 $63.32 $161,902,000 SEC
2017   Q2 2,556,891 1.95 Add 108.11% 1.01 $63.84 $163,232,000 SEC
2017   Q1 1,228,619 0.98 Buy 0.98 $65.91 $80,978,000 SEC