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  1. Mar 31, 2024 · In Seth Klarman's current portfolio as of 2024-03-31, the top 5 holdings are Liberty Global Ltd (LBTYK), Alphabet Inc (GOOG), Willis Towers Watson PLC (WTW), Fidelity National Information Services Inc (FIS), Viasat Inc (VSAT), not including call and put options.

  2. Mar 31, 2024 · 27 Jun 2023 Legendary investor Seth Klarman, discusses the changing market landscape, the challenges facing investors, value investing in today's market

  3. See the latest holdings and transactions of Seth Klarman, a value investor and portfolio manager with the Baupost Group. Find out his top five stocks, such as Clarivate Plc, Alphabet Inc, and Fidelity National Information Services, and their performance and trends.

  4. Dec 10, 2022 · Qorvo, Inc. (NASDAQ:QRVO), Liberty Global plc (NASDAQ:LBTYK), and The Liberty SiriusXM Group (NASDAQ:LSXMA) are some of the top stocks in Seth Klarman’s portfolio.

    • Tim Frederick
  5. May 21, 2024 · A cursory glance at Seth Klarman's Q1'2024 portfolio shows that the value investor is no longer limiting himself to defensive stocks with attractive valuation metrics. He's investing in...

  6. Mar 31, 2024 · In Seth Klarman's portfolio as of 31 Mar 2024, the top 5 holdings are (LBTYK) LIBERTY GLOBAL LTD-C (21.03%), (GOOG) ALPHABET INC-CL C (12.69%), (WLTW) WILLIS TOWERS WATSON PLC (12.06%), (FIS) FIDELITY NATIONAL INFO SERV (11.66%) and (VSAT) VIASAT INC (7.66%). Portfolio value: $3,548M+.

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  8. Mar 31, 2024 · In Seth Klarman's current portfolio as of 2024-03-31, the top 5 holdings are Liberty Global Ltd (LBTYK), Alphabet Inc (GOOG), Willis Towers Watson PLC (WTW), Fidelity National Information Services Inc (FIS), Viasat Inc (VSAT), not including call and put options.

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