PortSeth Klarman: What He's Buying and Selling
All disclosed stock transactions — with purchase results, portfolio structure, and filing dates. Baupost Group fund portfolio · Baupost.
In brief
In the last 12 months, Baupost made $3.48 billion in purchases and $2.38 billion in sales. The largest acquisitions were Amazon (AMZN, approx. $845 million total), Visa (V, $212 million), and CME ($137 million), while exiting WESCO (WCC, $267 million) and Dollar General (DG, $354 million). A notable trend is the systematic accumulation of Amazon alongside a financial rotation from FIS to V and CME.
Summary written by AI based on filings; updated daily.
What Seth Klarman Is Buying and Selling Recently
Last reported purchase: CME (June 30, 2026, $137M).
Where the Money Went
Purchases over the last 12 months by amount.
- AMZNAmazon36.3%
- VVisa9.1%
- TFXTeleflex8.2%
- GPCGenuine Parts7.2%
- CMECME Group5.9%
- MOHMolina Healthcare4.7%
- AEROGrupo Aeromexico Sab de Cv4.6%
- GOOGAlphabet4.1%
- FISVFiserv3.8%
- Other (10)16.2%
Largest purchase of the year on the chart: AMZN
This is how Portevo shows insiders — a face marks the share price on the purchase date.
Who is Seth Klarman and where does this data come from?
Head of Baupost Group, author of the cult book on value investing.
Transactions are sourced from official 13F quarterly reports, filed within 45 days after the quarter's end. Portevo automatically downloads and translates them into English — nothing is entered manually.
Frequently Asked Questions
What has Seth Klarman been buying recently?
Latest reported buys: CME (June 30, 2026, $137M), GOOG (June 30, 2026, $67.4M), GPC (June 30, 2026, $156M), GDS (June 30, 2026, $21.8M). The list updates automatically from official filings — the full history is on the profile page.
What is the performance of Seth Klarman's buys?
A portfolio reconstructed from trades over the last 12 months shows a return of +9.45% (as if buying the same stocks on the same day and holding them until today).
How quickly are Seth Klarman's new trades visible?
As soon as they hit the registry: within 45 days after the end of the quarter. Portevo checks registries several times an hour and sends notifications to followers.
Is it worth copying Seth Klarman's trades?
That is an investor's decision. Filings are delayed, and past performance does not guarantee future results. Portevo shows data, not recommendations.
See also
Follow Seth Klarman on Portevo
Get notified of every new transaction, view full history, a chart of purchases, and a chart of each company's share price with the purchase date marked.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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