Seth Klarman's top holdings (May 2025) include Clarivate Plc (CCC), a company that provides data and analytics to accelerate the pace of innovation.

Seth Klarman is a well-known value investor and the CEO of Baupost Group, a Boston-based investment firm. He is recognized for his focus on fundamental analysis and a patient, long-term investment approach. Baupost Group manages investments across a variety of asset classes and industries.

Clarivate Plc

Clarivate Plc is a global information services and analytics company. It offers solutions that cover the lifecycle of research and innovation, helping academic institutions, businesses, and governments accelerate the discovery, protection, and commercialization of new ideas. Currently, Seth Klarman's position is valued at $1.05B.

Here's an overview of Seth Klarman's trades in Clarivate Plc:

Willis Towers Watson Public Limited Co

Willis Towers Watson is a global advisory, broking, and solutions company. The firm provides data-driven, insight-led solutions in the areas of people, risk, and capital. Willis Towers Watson has a market capitalization of $24.68B, and the discounted cash flow value is $266.84. The current value of Seth Klarman's position is $425.32M.

Here's an overview of Seth Klarman's trades in Willis Towers Watson Public Limited Co:

Wesco International, Inc.

Wesco International is a leading provider of electrical, industrial, and communications maintenance, repair and operating (MRO) and original equipment manufacturer (OEM) products, construction materials, and supply chain management services. The company serves a variety of customers in industrial, construction, utility, and commercial markets. Wesco International has a market cap of $7.89B, while the current value of Seth Klarman's holding is $233.96M. The company's discounted cash flow analysis suggests a value of $122.13 per share.

Here's an overview of Seth Klarman's trades in Wesco International, Inc.:

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc. is a global technology company. Its primary areas of focus include search, advertising, operating systems and platforms, enterprise and hardware products, and, increasingly, artificial intelligence. Alphabet Inc has a market capitalization of $1.99T. Analysts have set a price target of $185.5 for Alphabet Inc. The company's discounted cash flow analysis suggests a value of $259.2 per share. This holding in Seth Klarman's portfolio is currently worth $229.43M.

Here's an overview of Seth Klarman's trades in Alphabet Inc - Ordinary Shares - Class C:

Dollar General Corp.

Dollar General operates a chain of discount retail stores across the United States. The company offers a variety of consumable products, seasonal items, home products, and apparel. Dollar General Corp. has a market cap of $20.58B and the current value of Seth Klarman's position is $193.08M. The company's discounted cash flow analysis suggests a value of $279.61 per share. Analysts have set a price target of $82.5 for Dollar General.

Here's an overview of Seth Klarman's trades in Dollar General Corp.: