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  Cheniere Energy Inc (LNG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 4.03 SEC
2020   Q1 8,124,235 4.03 Reduce 19.87% 1.43 $33.50 $272,162,000 SEC
2019   Q4 10,139,133 7.20 $61.07 $619,197,000 SEC
2019   Q3 10,139,133 7.98 Reduce 5.01% 0.36 $63.06 $639,374,000 SEC
2019   Q2 10,674,135 7.14 Reduce 15.41% 1.19 $68.45 $730,645,000 SEC
2019   Q1 12,618,308 7.74 Reduce 11.11% 0.85 $68.36 $862,588,000 SEC
2018   Q4 14,196,135 7.63 $59.19 $840,269,000 SEC
2018   Q3 14,196,135 7.76 $69.49 $986,489,000 SEC
2018   Q2 14,196,135 8.34 Reduce 31.51% 3.40 $65.19 $925,446,000 SEC
2018   Q1 20,726,340 10.79 $53.45 $1,107,823,000 SEC
2017   Q4 20,726,340 11.11 $53.84 $1,115,906,000 SEC
2017   Q3 20,726,340 11.87 $45.04 $933,514,000 SEC
2017   Q2 20,726,340 12.08 Reduce 4.60% 0.57 $48.71 $1,009,580,000 SEC
2017   Q1 21,726,340 12.45 $47.27 $1,027,004,000 SEC
2016   Q4 21,726,340 12.05 Reduce 21.97% 3.93 $41.43 $900,122,000 SEC
2016   Q3 27,842,957 17.91 Reduce 6.70% 1.05 $43.60 $1,213,953,000 SEC
2016   Q2 29,841,174 15.66 $37.55 $1,120,536,000 SEC
2016   Q1 29,841,174 14.94 Add 14.38% 1.88 $33.83 $1,009,527,000 SEC
2015   Q4 26,089,669 19.14 Add 15.09% 2.51 $37.25 $971,840,000 SEC
2015   Q3 22,669,730 19.58 Add 47.54% 6.31 $48.30 $1,094,948,000 SEC
2015   Q2 15,365,230 20.19 Add 11.28% 2.05 $69.26 $1,064,196,000 SEC
2015   Q1 13,807,230 19.66 $77.40 $1,068,680,000 SEC
2014   Q4 13,807,230 20.88 Add 23.29% 3.94 $70.40 $972,029,000 SEC
2014   Q3 11,199,030 16.70 Add 87.03% 7.77 $80.03 $896,258,000 SEC
2014   Q2 5,987,930 7.79 Add 5.79% 0.43 $71.70 $429,335,000 SEC
2014   Q1 5,660,000 9.03 Buy 9.03 $55.35 $313,281,000 SEC