Seth Klarman: Positioning His Portfolio for 2026

The Acquirer's Multiple®
04/01/2026
Seth Klarman: Positioning His Portfolio for 2026

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Episode Synopsis

The latest 13F filing from Baupost Group offers a revealing snapshot of how Seth Klarman is positioning capital in the current environment. True to Baupost’s long-standing philosophy, the portfolio remains highly selective, concentrated, and fundamentally driven, with capital deployed into a small number of durable businesses where downside protection and ...

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