Seth Klarman – Top 10 Holdings Q1 2019

Johnny HopkinsStock ScreenerLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Seth Klarman (2019‑3‑31). The current market value of his portfolio is $11,901,363,000.

Top 10 Positions

StockShares HeldMarket Value
EBAY / eBay, Inc.29,286,000$1,087,682,000
VSAT / ViaSat, Inc.13,732,068$1,064,235,000
FOXA / Fox Corporation, Class A27,322,720$1,003,017,000
LBTYA / Liberty Global plc (Class A)39,092,995$946,441,000
LNG / Cheniere Energy, Inc.12,618,308$862,588,000
QRVO / Qorvo, Inc.10,589,082$759,555,000
AGN / Allergan plc4,769,695$698,331,000
SYF / Synchrony Financial14,260,557$454,912,000
PCG / PG&E Corp.24,500,000$436,100,000
CBS / CBS Corp.8,542,016$406,002,000

For more articles like this, check out our recent articles here.

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