What Seth Klarman bought and sold in Q2 2026
In Q2 2026, Seth Klarman (Baupost Group) exited 22 (AMZN, QSR, WCC).
0New0Added0Trimmed22Exited
Exited (22)
- AMZNAmazon.com Incwas 12.7% of book
- QSRRestaurant Brands Internwas 11.7% of book
- WCCWesco International Incwas 7.7% of book
- UNPUnion Pacific Corpwas 7.3% of book
- ELVElevance Health Incwas 7.3% of book
- GOOGAlphabet Inc-cl Cwas 6.6% of book
- FERGFerguson Enterprises Incwas 6.6% of book
- WTWWillis Towers Watson Plc Ltdwas 5.1% of book
- AONAon Plcwas 4.9% of book
- VVisa Inc-class A Shareswas 4.1% of book
- TFXTeleflex Incwas 3.7% of book
- EXPEagle Materials Incwas 3.3% of book
- GPCGenuine Parts COwas 3.1% of book
- LBTYALiberty Global Ltdwas 3.1% of book
- HLFHerbalife Ltdwas 2.7% of book
- GDSGds Holdings Ltd - Adrwas 2.4% of book
- COLDAmericold Realty Trust Incwas 1.7% of book
- MOHMolina Healthcare Incwas 1.7% of book
- AEROGrupo Aeromexico Sab DE CVwas 1.3% of book
- NCLHNorwegian Cruise Line Hldgswas 1.3% of book
- PCVXVaxcyte Incwas 0.9% of book
- DNOWDnow Incwas 0.8% of book
Seth Klarman's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.