Seth Klarman - Baupost Group Portfolio
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Seth Klarman - Baupost Group Portfolio
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About this listen
Seth Klarman is known for a disciplined, risk-aware approach to investing.
In this episode of PortfolioCasts, we break down the Baupost Group portfolio and discuss holdings across consumer, industrial, financial, and technology sectors — including Google, Dollar General, UNP, and CRH.
We explore how Klarman thinks about margin of safety, patience, and capital preservation — and what long-term investors can learn from Baupost’s portfolio construction.
Educational purposes only. Not financial advice. Any figures discussed are approximate.
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