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  Liberty Global Ltd CL C (LBTYK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 13,397,247 3.07 Reduce 35.85% 1.57 $11.73 $157,150,000 SEC
2025   Q4 20,884,781 4.37 Reduce 3.57% 0.19 $11.04 $230,568,000 SEC
2025   Q3 21,657,803 5.34 Reduce 12.17% 0.75 $11.75 $254,479,000 SEC
2025   Q2 24,657,803 6.18 $10.31 $254,222,000 SEC
2025   Q1 24,657,803 8.48 Reduce 37.50% 5.68 $11.97 $295,154,000 SEC
2024   Q4 39,453,843 15.15 Reduce 6.75% 1.76 $13.14 $518,423,000 SEC
2024   Q3 42,311,011 26.10 $21.61 $914,341,000 SEC
2024   Q2 42,311,011 21.39 $17.85 $755,252,000 SEC
2024   Q1 42,311,011 21.03 $17.64 $746,366,000 SEC
2023   Q4 42,311,011 17.20 $18.64 $788,677,000 SEC
2023   Q3 42,311,011 15.32 Reduce 5.98% 0.87 $18.56 $785,292,000 SEC
2023   Q2 45,004,310 14.52 Reduce 5.26% 0.91 $17.77 $799,727,000 SEC
2023   Q1 47,504,310 17.36 $20.38 $968,138,000 SEC
2022   Q4 47,504,310 15.73 Reduce 0.72% 0.10 $19.43 $923,009,000 SEC
2022   Q3 47,850,310 14.13 Reduce 1.18% 0.19 $16.50 $789,530,000 SEC
2022   Q2 48,419,805 16.48 Reduce 10.29% 1.60 $22.09 $1,069,593,000 SEC
2022   Q1 53,971,307 15.56 $25.91 $1,398,397,000 SEC
2021   Q4 53,971,307 15.49 $28.09 $1,516,054,000 SEC
2021   Q3 53,971,307 14.79 $29.46 $1,589,995,000 SEC
2021   Q2 53,971,307 11.99 Reduce 1.07% 0.12 $27.04 $1,459,384,000 SEC
2021   Q1 54,555,407 11.25 $25.54 $1,393,345,000 SEC
2020   Q4 54,555,407 12.12 $23.65 $1,290,235,000 SEC
2020   Q3 54,555,407 12.14 $20.53 $1,120,295,000 SEC
2020   Q2 54,555,407 14.70 Add 1.58% 0.23 $21.51 $1,173,487,000 SEC
2020   Q1 53,705,407 12.51 Add 2.50% 0.31 $15.71 $843,712,000 SEC
2019   Q4 52,392,995 13.27 Add 19.19% 2.14 $21.79 $1,141,905,000 SEC
2019   Q3 43,958,295 13.05 Add 4.82% 0.60 $23.79 $1,045,768,000 SEC
2019   Q2 41,937,674 10.88 Add 7.28% 0.74 $26.53 $1,112,606,000 SEC
2019   Q1 39,092,995 8.50 Add 31.44% 2.03 $24.21 $946,441,000 SEC
2018   Q4 29,742,795 5.57 Add 176.19% 3.55 $20.64 $613,891,000 SEC
2018   Q3 10,768,870 2.39 Buy 2.39 $28.16 $303,251,000 SEC