How Seth Klarman's Latest Transactions at Baupost Group Have Worked Out So Far
- npatel81
- Apr 27, 2011
- 1 min read
via SeekingAlpha.com: Home Page by Zvi Bar on 4/27/11
Zvi Bar submits: Baupost Group’s Seth Klarman is well regarded as one of the better value investors. His margin of safety selections rarely change, and he has written and stated that he, like Warren Buffett, believes the ideal length of time to hold a good investment is forever. Nonetheless, he does sometimes sell out of positions. Baupost’s last 13F-HR was filed on February 11, 2011, and the information is as of December 31, 2010. Mr. Klarman’s fund sold shares in four of his top ten holdings. He also increased his position in one of his top 10 holdings, and instituted a wholly new position to his top 10. Some of you may find it interesting to learn what Mr. Klarman is adding and/or reducing exposure to, so here is an alphabetical list of the six changes Baupost last reported, and some information on how well, or poorly, those transactions have worked out so Complete Story »
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