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  Omnova Solutions Inc (OMN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2009   Q2 0 0.00 Sell 100.00% 1.36 SEC
2009   Q1 5,419,850 1.36 Reduce 8.46% 0.05 $1.74 $9,431,000 SEC
2008   Q4 5,920,750 0.54 Reduce 3.31% 0.04 $0.68 $4,026,000 SEC
2008   Q3 6,123,645 1.08 $1.99 $12,186,000 SEC
2008   Q2 6,123,645 1.52 Add 3.82% 0.06 $2.78 $17,024,000 SEC
2008   Q1 5,898,345 2.75 Add 0.16% <0.01 $3.99 $23,534,000 SEC
2007   Q4 5,889,145 2.18 Buy 2.18 $4.41 $25,971,000 SEC
2007   Q3 0 0.00 Sell 100.00% 4.87 SEC
2007   Q2 6,302,488 4.87 Add 13.33% 0.57 $6.05 $38,130,000 SEC
2007   Q1 5,561,400 5.19 Reduce 23.19% 1.25 $5.46 $30,365,000 SEC
2006   Q4 7,240,546 5.40 Reduce 11.65% 0.73 $4.58 $33,162,000 SEC
2006   Q3 8,195,300 6.26 Add 2.80% 0.17 $4.18 $34,256,000 SEC
2006   Q2 7,972,300 10.96 Add 2.73% 0.29 $5.68 $45,283,000 SEC
2006   Q1 7,760,600 11.21 Reduce 5.36% 0.69 $6.12 $47,495,000 SEC
2005   Q4 8,200,000 12.81 Add 1.23% 0.16 $4.80 $39,360,000 SEC
2005   Q3 8,100,000 10.70 Add 1.25% 0.13 $4.37 $35,397,000 SEC
2005   Q2 8,000,000 11.83 Add 1.60% 0.19 $4.66 $37,280,000 SEC
2005   Q1 7,874,260 37.27 Add 22.39% 6.82 $5.37 $42,285,000 SEC
2004   Q4 6,433,560 30.21 Add 4.82% 1.39 $5.62 $36,157,000 SEC
2004   Q3 6,137,660 27.88 $6.03 $37,010,000 SEC
2004   Q2 6,137,660 34.03 Add 13.66% 4.09 $6.10 $37,440,000 SEC
2004   Q1 5,400,160 28.54 Reduce 0.30% 0.08 $5.25 $28,351,000 SEC
2003   Q4 5,416,360 27.00 Add 34.17% 6.88 $4.80 $25,999,000 SEC
2003   Q3 4,037,060 10.73 Add 15.78% 1.46 $3.51 $14,170,000 SEC
2003   Q2 3,486,900 9.45 Add 58.79% 3.50 $4.04 $14,087,000 SEC
2003   Q1 2,195,900 2.89 Add 193.18% 1.90 $2.95 $6,478,000 SEC
2002   Q4 749,000 1.89 Buy 1.89 $4.03 $3,018,000 SEC
2002   Q2 0 0.00 Sell 100.00% 6.07 SEC
2000   Q4 7,153,125 6.07 Add 8.45% 0.47 $6.00 $42,919,000 SEC
2000   Q3 6,595,825 3.41 Add 196.84% 2.26 $5.56 $36,689,000 SEC
2000   Q2 2,222,000 1.51 Add 53.84% 0.53 $6.25 $13,888,000 SEC
2000   Q1 1,444,400 1.11 Reduce 3.57% 0.07 $5.63 $8,125,000 SEC
1999   Q4 1,497,800 1.96 Buy 1.96 $7.75 $11,608,000 SEC