Seth Klarman - Baupost Group
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 22
Portfolio value: $5,115,380,000
Holding/activity history for Americold Realty Trust (COLD)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
7,780,800 |
1.74 |
Add 123.86%
|
0.96 |
$11.46 |
$89,168,000 |
SEC |
| 2025 Q4 |
3,475,685 |
0.85 |
Reduce 3.45%
|
0.03 |
$12.86 |
$44,697,000 |
SEC |
| 2025 Q3 |
3,600,000 |
0.93 |
Buy
|
0.93 |
$12.24 |
$44,064,000 |
SEC |