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  Viasat Inc. (VSAT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 3.26 SEC
2025   Q2 9,190,728 3.26 Reduce 9.81% 0.30 $14.60 $134,185,000 SEC
2025   Q1 10,190,728 3.05 Reduce 16.62% 0.51 $10.42 $106,187,000 SEC
2024   Q4 12,222,590 3.04 $8.51 $104,014,000 SEC
2024   Q3 12,222,590 4.17 Reduce 11.17% 0.55 $11.94 $145,938,000 SEC
2024   Q2 13,759,364 4.95 Reduce 8.46% 0.65 $12.70 $174,744,000 SEC
2024   Q1 15,030,838 7.66 Reduce 7.07% 0.70 $18.09 $271,908,000 SEC
2023   Q4 16,174,839 9.86 $27.95 $452,087,000 SEC
2023   Q3 16,174,839 5.82 Reduce 0.70% 0.09 $18.46 $298,588,000 SEC
2023   Q2 16,288,959 12.20 $41.26 $672,082,000 SEC
2023   Q1 16,288,959 9.89 $33.84 $551,218,000 SEC
2022   Q4 16,288,959 8.79 $31.65 $515,546,000 SEC
2022   Q3 16,288,959 8.81 $30.23 $492,415,000 SEC
2022   Q2 16,288,959 7.69 $30.63 $498,931,000 SEC
2022   Q1 16,288,959 8.84 $48.80 $794,901,000 SEC
2021   Q4 16,288,959 7.41 $44.54 $725,510,000 SEC
2021   Q3 16,288,959 8.34 $55.07 $897,033,000 SEC
2021   Q2 16,288,959 6.67 $49.84 $811,842,000 SEC
2021   Q1 16,288,959 6.32 $48.07 $783,010,000 SEC
2020   Q4 16,288,959 5.00 $32.65 $531,834,000 SEC
2020   Q3 16,288,959 6.07 Add 18.62% 0.95 $34.39 $560,177,000 SEC
2020   Q2 13,732,068 6.60 $38.37 $526,899,000 SEC
2020   Q1 13,732,068 7.31 $35.92 $493,256,000 SEC
2019   Q4 13,732,068 11.68 $73.20 $1,005,119,000 SEC
2019   Q3 13,732,068 12.91 $75.32 $1,034,299,000 SEC
2019   Q2 13,732,068 10.85 $80.82 $1,109,826,000 SEC
2019   Q1 13,732,068 9.56 $77.50 $1,064,235,000 SEC
2018   Q4 13,732,068 7.35 $58.95 $809,505,000 SEC
2018   Q3 13,732,068 6.91 $63.95 $878,166,000 SEC
2018   Q2 13,732,068 8.13 Add 0.54% 0.04 $65.72 $902,472,000 SEC
2018   Q1 13,658,137 8.74 Add 3.80% 0.32 $65.72 $897,613,000 SEC
2017   Q4 13,158,137 9.81 $74.85 $984,887,000 SEC
2017   Q3 13,158,137 10.76 $64.32 $846,331,000 SEC
2017   Q2 13,158,137 10.42 $66.20 $871,069,000 SEC
2017   Q1 13,158,137 10.18 $63.82 $839,752,000 SEC
2016   Q4 13,158,137 11.67 Add 14.09% 1.44 $66.22 $871,332,000 SEC
2016   Q3 11,533,137 12.70 $74.65 $860,949,000 SEC
2016   Q2 11,533,137 11.51 $71.40 $823,466,000 SEC
2016   Q1 11,533,137 12.54 $73.48 $847,455,000 SEC
2015   Q4 11,533,137 13.85 $61.01 $703,637,000 SEC
2015   Q3 11,533,137 13.26 $64.29 $741,465,000 SEC
2015   Q2 11,533,137 13.18 $60.26 $694,987,000 SEC
2015   Q1 11,533,137 12.65 $59.61 $687,490,000 SEC
2014   Q4 11,533,137 15.62 $63.03 $726,934,000 SEC
2014   Q3 11,533,137 11.84 $55.12 $635,707,000 SEC
2014   Q2 11,533,137 12.13 Add 1.20% 0.14 $57.96 $668,461,000 SEC
2014   Q1 11,395,900 22.67 Add 2.40% 0.53 $69.04 $786,773,000 SEC
2013   Q4 11,129,200 25.04 Add 1.17% 0.29 $62.65 $697,244,000 SEC
2013   Q3 11,000,000 25.96 $63.64 $700,040,000 SEC
2013   Q2 11,000,000 24.17 $71.46 $786,060,000 SEC
2013   Q1 11,000,000 19.83 $48.44 $532,840,000 SEC
2012   Q4 11,000,000 15.85 Add 2.33% 0.36 $38.90 $427,900,000 SEC
2012   Q3 10,750,000 14.02 Add 1.05% 0.15 $37.38 $401,835,000 SEC
2012   Q2 10,638,488 11.74 Add 1.32% 0.15 $37.77 $401,816,000 SEC
2012   Q1 10,499,992 19.56 $48.21 $506,205,000 SEC
2011   Q4 10,499,992 16.64 $46.12 $484,260,000 SEC
2011   Q3 10,499,992 13.15 Add 4.46% 0.56 $33.31 $349,755,000 SEC
2011   Q2 10,051,492 21.41 $43.27 $434,928,000 SEC
2011   Q1 10,051,492 29.64 $39.84 $400,451,000 SEC
2010   Q4 10,051,492 34.19 $44.41 $446,387,000 SEC
2010   Q3 10,051,492 33.42 Add 0.79% 0.26 $41.11 $413,217,000 SEC
2010   Q2 9,972,375 29.28 Add 14.54% 3.72 $32.56 $324,701,000 SEC
2010   Q1 8,706,700 22.73 Add 77.11% 9.90 $34.61 $301,339,000 SEC
2009   Q4 4,915,901 14.28 Add 61.36% 5.43 $31.78 $156,227,000 SEC
2009   Q3 3,046,516 8.57 Add 147.87% 5.11 $26.58 $80,976,000 SEC
2009   Q2 1,229,057 3.73 $25.64 $31,513,000 SEC
2009   Q1 1,229,057 3.69 $20.82 $25,589,000 SEC
2008   Q4 1,229,057 3.97 $24.08 $29,596,000 SEC
2008   Q3 1,229,057 2.58 Add 9.67% 0.23 $23.58 $28,981,000 SEC
2008   Q2 1,120,700 2.02 Buy 2.02 $20.21 $22,649,000 SEC