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  McKesson Corp. (MCK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 2.69 SEC
2020   Q3 1,669,181 2.69 $148.93 $248,591,000 SEC
2020   Q2 1,669,181 3.21 $153.42 $256,086,000 SEC
2020   Q1 1,669,181 3.35 Add 4.49% 0.14 $135.26 $225,773,000 SEC
2019   Q4 1,597,516 2.57 Add 22.32% 0.47 $138.32 $220,968,000 SEC
2019   Q3 1,306,011 2.23 Reduce 49.67% 1.69 $136.66 $178,479,000 SEC
2019   Q2 2,595,011 3.41 Reduce 7.82% 0.23 $134.39 $348,744,000 SEC
2019   Q1 2,815,011 2.96 Add 63.66% 1.15 $117.06 $329,525,000 SEC
2018   Q4 1,720,011 1.72 Reduce 20.94% 0.48 $110.47 $190,010,000 SEC
2018   Q3 2,175,700 2.27 Add 33.67% 0.57 $132.65 $288,607,000 SEC
2018   Q2 1,627,700 1.96 Add 0.74% 0.01 $133.40 $217,135,000 SEC
2018   Q1 1,615,700 2.22 Add 18.80% 0.35 $140.87 $227,604,000 SEC
2017   Q4 1,360,000 2.11 Add 172.00% 1.33 $155.95 $212,092,000 SEC
2017   Q3 500,000 0.98 Buy 0.98 $153.61 $76,805,000 SEC
2017   Q2 0 0.00 Sell 100.00% 1.80 SEC
2017   Q1 1,000,000 1.80 $148.26 $148,260,000 SEC
2016   Q4 1,000,000 1.88 Buy 1.88 $140.45 $140,450,000 SEC