Baupost group stock. Mar 27, 2026 · Rating Downgrade: On Thursday, Raymond James dow...
Baupost group stock. Mar 27, 2026 · Rating Downgrade: On Thursday, Raymond James downgraded Fiserv's stock from 'outperform' to 'market perform' without setting a price target, reflecting concerns over the company's significant deceleration in organic growth, which may undermine investor confidence. Baupost Group's largest holding is Restaurant Brands International Inc with shares held of 8,080,112. Poor Stock Performance: Fiserv's stock has dropped 17% this year and is set for a third consecutive month in the red, with year-to 4 days ago · The Baupost Group is a Boston-based investment manager with a long-term, value-oriented approach. Read the full article at . 3 days ago · Legal Investigation Launched: Bragar Eagel & Squire is investigating potential claims against Fiserv (NASDAQ:FISV), particularly following a class action lawsuit covering the period from July 23 to October 29, 2025, indicating possible breaches of fiduciary duties by the company's board. His latest SEC 13F filing doesn’t show a lot of frantic trading. 73% of Baupost Group's stock portfolio. Baupost Group Latest statistics and disclosures from Baupost Group's latest quarterly 13F-HR filing: Top 5 stock holdings are QSR, AMZN, WTW, ELV, UNP, and represent 43. Newmark announced the Company has arranged the $525 million refinancing of The Artise, a recently delivered, Class A+ 25-story trophy office tower in downtown Bellevue, WA, that is 99% leased. 43%. 28B as it added AMZN, MOH, AERO, exited PAGS, and rebalanced key holdings—read now. Feb 24, 2026 · Baupost Group’s Q4 2025 13F: portfolio hit ~$5. Seth Klarman stock portfolio, Seth Klarman holdings list, stock picks, 13F reports, quarterly filings The Baupost Group is a hedge founded by Seth Klarman. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments. Since 1982, the firm has been thoughtfully stewarding and compounding capital on behalf of families, foundations, endowments, and other like-minded institutions, as well as employees who collectively are the firm's largest Track Seth Klarman - Baupost Group's latest portfolio holdings & investment moves. Since 1982, the firm has been thoughtfully stewarding and compounding capital on behalf of families, foundations, endowments, and other like-minded institutions, as well as employees who collectively are the firm's largest client. Whalewisdom has at least 105 13F filings, 57 13D filings, 466 13G filings, and 9 Form 4 filings Their last reported 13F filing for Q4 2025 included $5,278,590,000 in managed 13F securities and a top 10 holdings concentration of 72. Feb 13, 2026 · Seth Klarman's Baupost hedge fund added Amazon (AMZN), exited its stake in PagSeguro (PAGS), and increased its holdings in Union Pacific (UNP), among other Q4 tradings disclosed in its 13 filing. 4% Detailed portfolio performance of Baupost Group. Heatmaps of the top 13f holdings and a list of the largest trades made by Baupost Group Ma, the hedge fund managed by Seth Klarman. Key Takeaways Feb 10, 2026 · Portfolio Adjustment: In Q4 2025, Baupost Group reduced its stake in Alphabet by 41%, although the company remains one of its top ten stocks, reflecting a cautious approach by value investors amid market fluctuations. Instead, it reflects thoughtful moves aimed at long-term stability and returns. The transaction reflects Newmark's capital markets expertise and its ability to deliver large‑scale financing solutions for institutional owners in top‑tier office markets. Union Pacific Corporation (NYSE:UNP) is a recent addition to the 13F portfolio of Baupost Group. The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 10. 5 days ago · About The Baupost Group The Baupost Group is a Boston-based investment manager with a long-term, value-oriented approach. Mar 26, 2026 · Billionaire Seth Klarman Recently Sold 41% of the Baupost Group's Stake in Alphabet and Piled Into an Embattled Fintech Stock Down 75% Over the Past Year Billionaire Seth Klarman has been running Feb 13, 2026 · Baupost Group, Seth Klarman, has built a diversified portfolio of 21 publicly traded holdings with a total market value of $5. The fund owned a stake in the railroad firm back in the second quarter of 2023, but disposed of it 2 days ago · Expert stock market analysis, trading ideas, and portfolio management Historical performance of Baupost Group Ma, showing the return on investment of the portfolio managed by Seth Klarman and comparing it to other hedge funds. False Statements Exposed: The lawsuit alleges that Fiserv made misleading statements regarding its Trimming Alphabet after a big run While Baupost Group trimmed its stake in Alphabet by 41%, the company remains in the top 10 stocks of the portfolio. Real-time 13F filings, stock picks analysis, performance data & quarterly updates. Mar 29, 2026 · Seth Klarman (Baupost Group) Top 5 Positions Legendary investor Seth Klarman, who runs Baupost Group, is known for sticking to a disciplined, value-focused strategy. 3M as of Dec 31, 2025. llru8f2wdyiwarxc4abjduyurdjyqsyqls102203qcnqva1clnhg8z3oekcgt7nk4bbn7srslialjrp5uwqyxmqv43bbvijwhfoqbymsz6hzxsj