Seth Klarman: Q3 2019 – 3 New Buys, 3 Sold Out Positions

Johnny HopkinsSeth KlarmanLeave 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 buys and sells from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Seth Klarman (9-30-2019). The current market value of his portfolio is $8,830,275,000.

Top New Buys

Stock Shares Value
NUAN / NUANCE COMMUNICATIONS 8,245,456 $134,483,000
VIST / VISTA OIL & GAS S A B DE C V 6,175,000 $31,925,000
CARS / Cars.com Inc. $3,000,000 $26,940,000

Sold Out Positions

Stock Shares Sold
AGN / Allergan plc -3,679,549
XPO / XPO Logistics, Inc. -1,500,000
SBGI / SINCLAIR BROADCAST GROUP INC -549,423

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