Seth Klarman – Top 10 Holdings – Latest 13F

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 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Seth Klarman (9-30-2022). The current market value of his portfolio is $5,793,570,000  with a top 10 holdings concentration of 70.33%.

Top 10 Holdings

LBTYK LIBERTY GLOBAL PLC 789,530 14% 47,850,310
QRVO QORVO INC 538,075 9.30% 6,775,916
LSXMK LIBERTY MEDIA CORP DEL 519,570 9.00% 13,778,048
VSAT VIASAT INC 492,415 8.50% 16,288,959
VRTV VERITIV CORP 336,002 5.80% 3,436,660
WBD WARNER BROS DISCOVERY INC 333,500 5.80% 29,000,000
FISV FISERV INC 330,526 5.70% 3,532,391
LSXMA LIBERTY MEDIA CORP 292,288 5.00% 7,677,656
WLTW WILLIS TOWERS WATSON PLC LTD 258,294 4.50% 1,285,428
EDU NEW ORIENTAL ED & TECHNOLOGY 184,226 3.20% 7,685,706

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