Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  CRH plc (CRH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 2.54 SEC
2025   Q4 1,072,957 2.54 Reduce 68.29% 5.82 $124.80 $133,905,000 SEC
2025   Q3 3,383,395 8.52 Reduce 11.55% 0.99 $119.90 $405,669,000 SEC
2025   Q2 3,825,395 8.54 Add 41.98% 2.52 $91.80 $351,171,000 SEC
2025   Q1 2,694,395 6.81 Add 2.01% 0.13 $87.97 $237,026,000 SEC
2024   Q4 2,641,402 7.14 Add 0.18% 0.01 $92.52 $244,383,000 SEC
2024   Q3 2,636,602 6.98 Reduce 37.62% 3.38 $92.74 $244,518,000 SEC
2024   Q2 4,226,602 8.98 Add 55.99% 3.22 $74.98 $316,911,000 SEC
2024   Q1 2,709,543 6.59 Reduce 19.01% 0.96 $86.26 $233,725,000 SEC
2023   Q4 3,345,543 5.05 $69.16 $231,378,000 SEC
2023   Q3 3,345,543 3.57 Add 5,816.81% 3.51 $54.73 $183,102,000 SEC
2023   Q2 56,543 0.06 Buy 0.06 $55.73 $3,151,000 SEC