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  Walter Inds Inc (WLTGQ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2006   Q4 0 0.00 Sell 100.00% 3.20 SEC
2006   Q3 410,000 3.20 Reduce 12.95% 0.85 $42.68 $17,499,000 SEC
2006   Q2 471,000 6.57 Buy 6.57 $57.65 $27,153,000 SEC
2002   Q2 0 0.00 Sell 100.00% 1.76 SEC
2000   Q4 1,659,700 1.76 $7.50 $12,448,000 SEC
2000   Q3 1,659,700 1.37 Add 3.11% 0.04 $8.88 $14,730,000 SEC
2000   Q2 1,609,700 2.00 Add 21.93% 0.36 $11.44 $18,411,000 SEC
2000   Q1 1,320,200 1.39 Reduce 30.68% 1.07 $7.75 $10,232,000 SEC
1999   Q4 1,904,400 3.48 Reduce 41.00% 4.67 $10.81 $20,591,000 SEC
1999   Q3 3,227,600 11.38 Buy 11.38 $13.50 $43,573,000 SEC