Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter. Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com. The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio. New Stakes: $思佳讯(SWKS.US)$and$爵士制药(JAZZ.US)$ Stake Disposals: $Meta Platforms(META.US)$ ...
Harper lee :
You guys/gals are watching this much closer than I am. Just tuned in. So a simple question: Do you see anything that says it is Buffett instead of Ted and/or Todd?
ajkZbCYC8Q :
Wow. I think the new guys are making more and more of the moves. I have been following WB for a long time,(and own his stock), and this is not just WWB, IMO. Good to see he is turning things over before he turns over. I am a few years younger and would do the same thing if I was him.