Seth Klarman's top dividend stocks (June 2026) include Americold Realty Trust Inc (COLD), a real estate investment trust specializing in temperature-controlled warehouses and logistics solutions for the food industry.

Seth Klarman is the chief executive officer and portfolio manager of the Baupost Group, a private investment firm based in Boston. He follows a value-oriented investment philosophy and is the author and editor of influential texts on fundamental analysis and margin of safety principles.

Americold Realty Trust Inc (COLD)

Americold Realty Trust operates a vast network of cold-storage facilities that are vital to the global food supply chain. They provide specialized temperature-controlled storage and distribution services to major food producers, distributors, and retailers.

The stock offers a current dividend yield of 5.86%, supported by a trailing twelve-month (TTM) dividend rate of $0.92. Baupost currently holds a $122.08M stake in this logistics giant. Market analysts have established a price target of $14.64 for the shares, while the discounted cash flow model suggests a value of $1.99.

Here's an overview of Seth Klarman's trades in Americold Realty Trust Inc:

Genuine Parts Co. (GPC)

Genuine Parts Company is a global service organization involved in the distribution of automotive and industrial replacement parts. It is the parent company of the widely recognized NAPA Auto Parts brand and operates an extensive distribution network across North America, Europe, and Australasia.

Within Klarman’s current portfolio, this position is valued at $147.1M. Investors currently benefit from a 4.21% dividend yield and a TTM dividend rate of $4.15. The company carries an analyst price target of $151.29, alongside a discounted cash flow valuation of $108.04.

Here's an overview of Seth Klarman's trades in Genuine Parts Co.:

Restaurant Brands International Inc (QSR)

Restaurant Brands International is one of the world's largest quick-service restaurant companies, managing iconic global brands like Burger King, Tim Hortons, and Popeyes. The company operates through a franchised model, overseeing thousands of locations that serve millions of customers daily.

The current value of the position in Seth Klarman's portfolio stands at $603.58M. This food service leader provides a current dividend yield of 3.36% and maintains a TTM dividend rate of $2.51. With an analyst price target of $83.75, the stock also shows a discounted cash flow value of $208.75.

Here's an overview of Seth Klarman's trades in Restaurant Brands International Inc:

Union Pacific Corp. (UNP)

Union Pacific Corporation operates one of the most extensive railroad franchises in North America, connecting major ports on the West and Gulf Coasts. Its rail network is a critical piece of infrastructure that transports everything from agricultural goods and energy products to automotive parts across 23 states.

Baupost’s investment in the railroad operator has a current value of $404.73M. The shares offer a $6.86 TTM dividend rate, which translates to a current dividend yield of 2.10%. Furthermore, the stock features an analyst price target of $292.9 and a $146.35 discounted cash flow valuation.

Here's an overview of Seth Klarman's trades in Union Pacific Corp.:

Ferguson Enterprises Inc. (FERG)

Ferguson Enterprises is a leading distributor of plumbing, HVAC, and waterworks products, primarily serving the North American and British markets. They provide essential supplies and expertise to a wide variety of customers in the residential, commercial, and industrial construction sectors.

Klarman's current portfolio position value in Ferguson is $325.94M. The company currently yields 1.92% for shareholders and recently reported a TTM dividend rate of $4.33. Market analysts suggest a price target of $289.8, while the calculated discounted cash flow value stands at $91.04.

Here's an overview of Seth Klarman's trades in Ferguson Enterprises Inc.: