StockLBTYK - Liberty Global Ltd CL C
% de la cartera26.10
Actividad reciente—
Comparte42,311,011
Precio$21.61
Valor$914,341,000
Precio Actual$12.04
Precio reportado-44.29%
52 Week Low$8.58
52 Week High$14.83
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Seth Klarman - Baupost Group
Seth Klarman - Baupost GroupFecha: 30 Jun 2026Inversiones: 23Valor: $5,415,853,000
Inversiones actuales
StockWTW - Willis Towers Watson plc
% de la cartera14.97
Actividad recienteAdd 7.78%
Comparte1,781,206
Precio$294.53
Valor$524,619,000
Precio Actual$312.43
Precio reportado6.08%
52 Week Low$239.56
52 Week High$334.05
StockCLVT - Clarivate Plc
% de la cartera7.89
Actividad reciente—
Comparte38,929,635
Precio$7.10
Valor$276,400,000
Precio Actual$5.00
Precio reportado-29.58%
52 Week Low$4.25
52 Week High$9.61
StockGOOG - Alphabet Inc. CL C
% de la cartera6.99
Actividad recienteAdd 37.02%
Comparte1,465,588
Precio$167.19
Valor$245,032,000
Precio Actual$190.88
Precio reportado14.17%
52 Week Low$131.08
52 Week High$202.88
StockCRH - CRH plc
% de la cartera6.98
Actividad recienteReduce 37.62%
Comparte2,636,602
Precio$92.74
Valor$244,518,000
Precio Actual$90.98
Precio reportado-1.90%
52 Week Low$65.36
52 Week High$104.23
StockWCC - WESCO International Inc.
% de la cartera6.03
Actividad recienteAdd 56.66%
Comparte1,258,000
Precio$167.98
Valor$211,319,000
Precio Actual$178.95
Precio reportado6.53%
52 Week Low$131.09
52 Week High$215.71
StockDG - Dollar General
% de la cartera5.56
Actividad recienteBuy
Comparte2,303,800
Precio$84.57
Valor$194,832,000
Precio Actual$70.79
Precio reportado-16.29%
52 Week Low$70.15
52 Week High$164.24
StockLBTYA - Liberty Global Ltd CL A
% de la cartera4.33
Actividad reciente—
Comparte7,194,276
Precio$21.11
Valor$151,871,000
Precio Actual$11.71
Precio reportado-44.53%
52 Week Low$8.29
52 Week High$14.30
StockVSAT - Viasat Inc.
% de la cartera4.17
Actividad recienteReduce 11.17%
Comparte12,222,590
Precio$11.94
Valor$145,938,000
Precio Actual$7.83
Precio reportado-34.42%
52 Week Low$6.69
52 Week High$26.70
StockEXP - Eagle Materials Inc.
% de la cartera4.11
Actividad recienteAdd 46.24%
Comparte500,273
Precio$287.65
Valor$143,904,000
Precio Actual$237.14
Precio reportado-17.56%
52 Week Low$196.81
52 Week High$321.64
StockSOLV - Solventum Corp
% de la cartera3.62
Actividad reciente—
Comparte1,820,000
Precio$69.72
Valor$126,890,000
Precio Actual$67.34
Precio reportado-3.41%
52 Week Low$47.16
52 Week High$77.17
StockGDS - GDS Holdings Ltd
% de la cartera2.47
Actividad reciente—
Comparte4,249,952
Precio$20.40
Valor$86,699,000
Precio Actual$21.96
Precio reportado7.65%
52 Week Low$5.01
52 Week High$29.17
StockFIS - Fidelity National Information Services
% de la cartera2.32
Actividad recienteReduce 72.32%
Comparte971,460
Precio$83.75
Valor$81,360,000
Precio Actual$77.34
Precio reportado-7.65%
52 Week Low$57.18
52 Week High$91.59
StockFTRE - Fortrea Holdings Inc
% de la cartera1.31
Actividad recienteReduce 26.98%
Comparte2,293,167
Precio$20.00
Valor$45,863,000
Precio Actual$18.00
Precio reportado-10.00%
52 Week Low$16.53
52 Week High$41.02
StockJ - Jacobs Solutions Inc.
% de la cartera1.31
Actividad recienteReduce 29.04%
Comparte350,681
Precio$130.90
Valor$45,904,000
Precio Actual$133.65
Precio reportado2.10%
52 Week Low$107.04
52 Week High$150.54
StockHLF - Herbalife Nutrition Ltd.
% de la cartera1.05
Actividad reciente—
Comparte5,124,526
Precio$7.19
Valor$36,845,000
Precio Actual$6.44
Precio reportado-10.43%
52 Week Low$6.21
52 Week High$13.63
StockLBRDK - Liberty Broadband Corp. CL C
% de la cartera0.38
Actividad recienteBuy
Comparte170,610
Precio$77.29
Valor$13,186,000
Precio Actual$74.03
Precio reportado-4.22%
52 Week Low$46.46
52 Week High$101.50
StockTBN - Tamboran Resources Corp
% de la cartera0.33
Actividad recienteBuy
Comparte570,833
Precio$20.32
Valor$11,599,000
Precio Actual$20.55
Precio reportado1.13%
52 Week Low$15.75
52 Week High$25.99
StockQSR - Restaurant Brands International
% de la cartera0.06
Actividad recienteBuy
Comparte28,294
Precio$72.14
Valor$2,041,000
Precio Actual$60.66
Precio reportado-15.91%
52 Week Low$60.60
52 Week High$80.60
StockLBRDA - Liberty Broadband Corp. CL A
% de la cartera0.02
Actividad recienteBuy
Comparte7,560
Precio$76.85
Valor$581,000
Precio Actual$73.21
Precio reportado-4.74%
52 Week Low$47.17
52 Week High$100.44
StockFERG - Ferguson Enterprises Inc.
% de la cartera5.74
Actividad recienteBuy
Comparte1,132,000
Precio$173.57
Valor$196,481,000
Precio Actual$184.25
Precio reportado6.15%
52 Week Low$167.28
52 Week High$222.16
StockSNRE - Sunrise Communicat Cl A
% de la cartera2.94
Actividad recienteBuy
Comparte2,335,263
Precio$43.08
Valor$100,603,000
Precio Actual$47.05
Precio reportado9.22%
52 Week Low$42.51
52 Week High$50.63
StockHUM - Humana Inc.
% de la cartera2.57
Actividad recienteBuy
Comparte346,000
Precio$253.71
Valor$87,784,000
Precio Actual$253.83
Precio reportado0.05%
52 Week Low$212.57
52 Week High$403.92
StockGPC - Genuine Parts
% de la cartera1.08
Actividad recienteBuy
Comparte315,337
Precio$116.76
Valor$36,819,000
Precio Actual$124.90
Precio reportado6.97%
52 Week Low$111.84
52 Week High$160.82
StockELV - Elevance Health Inc.
% de la cartera3.07
Actividad recienteBuy
Comparte246,000
Precio$434.96
Valor$107,000,000
Precio Actual$374.29
Precio reportado-13.95%
52 Week Low$360.70
52 Week High$560.90
StockICLR - ICON plc
% de la cartera2.04
Actividad recienteBuy
Comparte405,000
Precio$174.99
Valor$70,871,000
Precio Actual$132.23
Precio reportado-24.44%
52 Week Low$131.64
52 Week High$347.72
StockSGI - Somnigroup International Inc.
% de la cartera1.21
Actividad recienteBuy
Comparte703,349
Precio$59.88
Valor$42,117,000
Precio Actual$64.18
Precio reportado7.18%
52 Week Low$44.71
52 Week High$69.70
StockFI - Fiserv Inc.
% de la cartera3.75
Actividad recienteBuy
Comparte895,000
Precio$172.41
Valor$154,307,000
Precio Actual$134.62
Precio reportado-21.92%
52 Week Low$128.22
52 Week High$238.59
StockAMCR - Amcor plc
% de la cartera1.23
Actividad recienteBuy
Comparte5,500,000
Precio$9.19
Valor$50,545,000
Precio Actual$8.76
Precio reportado-4.68%
52 Week Low$8.25
52 Week High$11.04
StockPAGS - PagSeguro Digital Ltd.
% de la cartera0.59
Actividad recienteBuy
Comparte2,500,000
Precio$9.64
Valor$24,100,000
Precio Actual$8.75
Precio reportado-9.23%
52 Week Low$5.93
52 Week High$14.38
StockFISV - Fiserv Inc.
% de la cartera3.75
Actividad recienteBuy
Comparte895,000
Precio$172.41
Valor$154,307,000
Precio Actual$64.26
Precio reportado-62.73%
52 Week Low$60.95
52 Week High$238.59
StockUNP - Union Pacific
% de la cartera7.43
Actividad recienteBuy
Comparte1,496,204
Precio$236.37
Valor$353,658,000
Precio Actual$223.02
Precio reportado-5.65%
52 Week Low$202.16
52 Week High$252.32
StockCOLD - Americold Realty Trust
% de la cartera0.93
Actividad recienteBuy
Comparte3,600,000
Precio$12.24
Valor$44,064,000
Precio Actual$10.79
Precio reportado-11.85%
52 Week Low$10.50
52 Week High$22.96
StockAMZN - Amazon.com Inc.
% de la cartera9.28
Actividad recienteBuy
Comparte2,121,391
Precio$230.82
Valor$489,659,000
Precio Actual$198.79
Precio reportado-13.88%
52 Week Low$161.38
52 Week High$258.60
StockMOH - Molina Healthcare Inc.
% de la cartera2.05
Actividad recienteBuy
Comparte625,000
Precio$173.54
Valor$108,463,000
Precio Actual$135.35
Precio reportado-22.01%
52 Week Low$121.06
52 Week High$359.97
StockAERO - Grupo Aeromexico Sab De Cv
% de la cartera2.02
Actividad recienteBuy
Comparte4,855,180
Precio$21.96
Valor$106,620,000
Precio Actual$18.00
Precio reportado-18.03%
52 Week Low$16.00
52 Week High$23.05
StockAON - Aon Plc
% de la cartera4.85
Actividad recienteBuy
Comparte769,000
Precio$322.78
Valor$248,218,000
Precio Actual$315.41
Precio reportado-2.28%
52 Week Low$303.79
52 Week High$377.57
StockV - Visa Inc.
% de la cartera4.14
Actividad recienteBuy
Comparte701,355
Precio$302.24
Valor$211,978,000
Precio Actual$322.52
Precio reportado6.71%
52 Week Low$293.28
52 Week High$372.57
StockTFX - Teleflex
% de la cartera3.73
Actividad recienteBuy
Comparte1,595,000
Precio$119.61
Valor$190,778,000
Precio Actual$130.28
Precio reportado8.92%
52 Week Low$99.89
52 Week High$139.67
StockNCLH - Norwegian Cruise Line Hlgs Ltd.
% de la cartera1.33
Actividad recienteBuy
Comparte3,630,000
Precio$18.70
Valor$67,881,000
Precio Actual$15.93
Precio reportado-14.81%
52 Week Low$15.71
52 Week High$27.18
StockPCVX - Vaxcyte Inc.
% de la cartera0.91
Actividad recienteBuy
Comparte800,000
Precio$58.11
Valor$46,488,000
Precio Actual$53.53
Precio reportado-7.88%
52 Week Low$29.00
52 Week High$65.00
StockDNOW - NOW Inc.
% de la cartera0.84
Actividad recienteBuy
Comparte3,625,000
Precio$11.91
Valor$43,174,000
Precio Actual$13.33
Precio reportado11.92%
52 Week Low$10.94
52 Week High$17.26
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
LBTYK - Liberty Global Ltd CL C
26.10
—
42,311,011
$21.61
$914,341,000
$12.04
-44.29%
$8.58
$14.83
WTW - Willis Towers Watson plc
14.97
Add 7.78%
1,781,206
$294.53
$524,619,000
$312.43
6.08%
$239.56
$334.05
CLVT - Clarivate Plc
7.89
—
38,929,635
$7.10
$276,400,000
$5.00
-29.58%
$4.25
$9.61
GOOG - Alphabet Inc. CL C
6.99
Add 37.02%
1,465,588
$167.19
$245,032,000
$190.88
14.17%
$131.08
$202.88
CRH - CRH plc
6.98
Reduce 37.62%
2,636,602
$92.74
$244,518,000
$90.98
-1.90%
$65.36
$104.23
WCC - WESCO International Inc.
6.03
Add 56.66%
1,258,000
$167.98
$211,319,000
$178.95
6.53%
$131.09
$215.71
DG - Dollar General
5.56
Buy
2,303,800
$84.57
$194,832,000
$70.79
-16.29%
$70.15
$164.24
LBTYA - Liberty Global Ltd CL A
4.33
—
7,194,276
$21.11
$151,871,000
$11.71
-44.53%
$8.29
$14.30
VSAT - Viasat Inc.
4.17
Reduce 11.17%
12,222,590
$11.94
$145,938,000
$7.83
-34.42%
$6.69
$26.70
EXP - Eagle Materials Inc.
4.11
Add 46.24%
500,273
$287.65
$143,904,000
$237.14
-17.56%
$196.81
$321.64
SOLV - Solventum Corp
3.62
—
1,820,000
$69.72
$126,890,000
$67.34
-3.41%
$47.16
$77.17
GDS - GDS Holdings Ltd
2.47
—
4,249,952
$20.40
$86,699,000
$21.96
7.65%
$5.01
$29.17
FIS - Fidelity National Information Services
2.32
Reduce 72.32%
971,460
$83.75
$81,360,000
$77.34
-7.65%
$57.18
$91.59
FTRE - Fortrea Holdings Inc
1.31
Reduce 26.98%
2,293,167
$20.00
$45,863,000
$18.00
-10.00%
$16.53
$41.02
J - Jacobs Solutions Inc.
1.31
Reduce 29.04%
350,681
$130.90
$45,904,000
$133.65
2.10%
$107.04
$150.54
HLF - Herbalife Nutrition Ltd.
1.05
—
5,124,526
$7.19
$36,845,000
$6.44
-10.43%
$6.21
$13.63
LBRDK - Liberty Broadband Corp. CL C
0.38
Buy
170,610
$77.29
$13,186,000
$74.03
-4.22%
$46.46
$101.50
TBN - Tamboran Resources Corp
0.33
Buy
570,833
$20.32
$11,599,000
$20.55
1.13%
$15.75
$25.99
QSR - Restaurant Brands International
0.06
Buy
28,294
$72.14
$2,041,000
$60.66
-15.91%
$60.60
$80.60
LBRDA - Liberty Broadband Corp. CL A
0.02
Buy
7,560
$76.85
$581,000
$73.21
-4.74%
$47.17
$100.44
FERG - Ferguson Enterprises Inc.
5.74
Buy
1,132,000
$173.57
$196,481,000
$184.25
6.15%
$167.28
$222.16
SNRE - Sunrise Communicat Cl A
2.94
Buy
2,335,263
$43.08
$100,603,000
$47.05
9.22%
$42.51
$50.63
HUM - Humana Inc.
2.57
Buy
346,000
$253.71
$87,784,000
$253.83
0.05%
$212.57
$403.92
GPC - Genuine Parts
1.08
Buy
315,337
$116.76
$36,819,000
$124.90
6.97%
$111.84
$160.82
ELV - Elevance Health Inc.
3.07
Buy
246,000
$434.96
$107,000,000
$374.29
-13.95%
$360.70
$560.90
ICLR - ICON plc
2.04
Buy
405,000
$174.99
$70,871,000
$132.23
-24.44%
$131.64
$347.72
SGI - Somnigroup International Inc.
1.21
Buy
703,349
$59.88
$42,117,000
$64.18
7.18%
$44.71
$69.70
FI - Fiserv Inc.
3.75
Buy
895,000
$172.41
$154,307,000
$134.62
-21.92%
$128.22
$238.59
AMCR - Amcor plc
1.23
Buy
5,500,000
$9.19
$50,545,000
$8.76
-4.68%
$8.25
$11.04
PAGS - PagSeguro Digital Ltd.
0.59
Buy
2,500,000
$9.64
$24,100,000
$8.75
-9.23%
$5.93
$14.38
FISV - Fiserv Inc.
3.75
Buy
895,000
$172.41
$154,307,000
$64.26
-62.73%
$60.95
$238.59
UNP - Union Pacific
7.43
Buy
1,496,204
$236.37
$353,658,000
$223.02
-5.65%
$202.16
$252.32
COLD - Americold Realty Trust
0.93
Buy
3,600,000
$12.24
$44,064,000
$10.79
-11.85%
$10.50
$22.96
AMZN - Amazon.com Inc.
9.28
Buy
2,121,391
$230.82
$489,659,000
$198.79
-13.88%
$161.38
$258.60
MOH - Molina Healthcare Inc.
2.05
Buy
625,000
$173.54
$108,463,000
$135.35
-22.01%
$121.06
$359.97
AERO - Grupo Aeromexico Sab De Cv
2.02
Buy
4,855,180
$21.96
$106,620,000
$18.00
-18.03%
$16.00
$23.05
AON - Aon Plc
4.85
Buy
769,000
$322.78
$248,218,000
$315.41
-2.28%
$303.79
$377.57
V - Visa Inc.
4.14
Buy
701,355
$302.24
$211,978,000
$322.52
6.71%
$293.28
$372.57
TFX - Teleflex
3.73
Buy
1,595,000
$119.61
$190,778,000
$130.28
8.92%
$99.89
$139.67
NCLH - Norwegian Cruise Line Hlgs Ltd.
1.33
Buy
3,630,000
$18.70
$67,881,000
$15.93
-14.81%
$15.71
$27.18
PCVX - Vaxcyte Inc.
0.91
Buy
800,000
$58.11
$46,488,000
$53.53
-7.88%
$29.00
$65.00
DNOW - NOW Inc.
0.84
Buy
3,625,000
$11.91
$43,174,000
$13.33
11.92%
$10.94
$17.26