Seth Klarman - Baupost Group – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Seth Klarman - Baupost Group during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AMZN | 2,121,391 | $230.82 | Buy | 100.00% | 9.27% | $489.66M | 2025 Q4 |
| WTW | 1,357,601 | $328.6 | Increased | 24.66% | 8.45% | $446.11M | 2025 Q4 |
| UNP | 1,627,254 | $231.32 | Increased | 8.76% | 7.13% | $376.42M | 2025 Q4 |
| FIS | 4,503,801 | $66.46 | Increased | 18.84% | 5.67% | $299.32M | 2025 Q4 |
| EXP | 1,185,248 | $206.68 | Increased | 26.14% | 4.64% | $244.97M | 2025 Q4 |
| GPC | 1,486,088 | $122.96 | Increased | 6.53% | 3.46% | $182.73M | 2025 Q4 |
| FISV | 2,200,000 | $67.17 | Increased | 145.81% | 2.80% | $147.77M | 2025 Q4 |
| HLF | 9,259,844 | $12.89 | Increased | 19.33% | 2.26% | $119.36M | 2025 Q4 |
| MOH | 625,000 | $173.54 | Buy | 100.00% | 2.05% | $108.46M | 2025 Q4 |
| AERO | 4,855,180 | $21.96 | Buy | 100.00% | 2.02% | $106.62M | 2025 Q4 |
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