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  Dollar General (DG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 5.19 SEC
2025   Q4 2,062,821 5.19 Reduce 22.65% 1.31 $132.77 $273,881,000 SEC
2025   Q3 2,666,876 5.79 $103.35 $275,622,000 SEC
2025   Q2 2,666,876 7.41 Add 26.70% 1.56 $114.38 $305,037,000 SEC
2025   Q1 2,104,876 5.32 Add 2.14% 0.11 $87.93 $185,082,000 SEC
2024   Q4 2,060,800 4.57 Reduce 10.55% 0.59 $75.82 $156,250,000 SEC
2024   Q3 2,303,800 5.56 Buy 5.56 $84.57 $194,832,000 SEC
2023   Q4 0 0.00 Sell 100.00% 1.91 SEC
2023   Q3 927,000 1.91 Add 283.06% 1.41 $105.80 $98,077,000 SEC
2023   Q2 242,000 0.75 Buy 0.75 $169.78 $41,087,000 SEC