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Klarman — 13F History

Baupost Group LLCCIK 0001061768Form 13F-HR on EDGAR
Portfolio value$5.4B
Positions23
QuarterQ2 2026ended 2026-06-30
Filed08/132026

Every 13F on file since Q2 2013: what Klarman bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$5.4B · 23 stocks · filed Aug 13, 2026
3 bought6 added9 reduced2 sold
Q1 2026$5.1B · 22 stocks · filed May 14, 2026
6 bought9 added4 reduced6 sold
Q4 2025$5.3B · 22 stocks · filed Feb 13, 2026
3 bought7 added12 reduced3 sold
Q3 2025$4.8B · 22 stocks · filed Nov 13, 2025
4 bought4 added5 reduced5 sold
bought UNPadded +104% QSRadded +114% ELVbought GPCreduced −29% GOOGreduced −32% WCC
Q2 2025$4.1B · 23 stocks · filed Aug 13, 2025
3 bought9 added4 reduced3 sold
Q1 2025$3.5B · 23 stocks · filed May 14, 2025
4 bought6 added6 reduced3 sold
bought FISreduced −37% LBTYKbought ELVreduced −17% WTWadded +46% GOOGsold SNREN
Q4 2024$3.4B · 22 stocks · filed Feb 13, 2025
4 bought6 added6 reduced3 sold
bought FERGadded +10156% QSRbought SNRENbought HUMsold FISsold J
Q3 2024$3.5B · 21 stocks · filed Nov 13, 2024
6 bought4 added5 reduced9 sold
reduced −72% FISbought DGsold HUMreduced −38% CRHsold JAZZsold OB 2.95 07/27/26
Q2 2024$3.6B · 24 stocks · filed Aug 13, 2024
5 bought9 added7 reduced3 sold
Q1 2024$3.7B · 22 stocks · filed May 14, 2024
6 bought3 added8 reduced7 sold
reduced −71% LM0Creduced −85% WBDreduced −67% 22941EURbought OB 2.95 07/27/26sold TSEMbought EXP
Q4 2023$4.6B · 23 stocks · filed Feb 13, 2024
2 bought3 added8 reduced11 sold
bought LBTYKsold LIBERTY GLOBAL PLCsold VRTVEURbought LBTYAreduced −23% GOOGsold LIBERTY GLOBAL PLC
Q3 2023$5.2B · 32 stocks · filed Nov 13, 2023
8 bought3 added11 reduced5 sold
sold LSXMKUSDbought LM0Csold LM03bought 22941EURbought CRHreduced −75% EDU

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.