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  PBF Energy Inc. (PBF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 2.62 SEC
2018   Q1 7,924,175 2.62 Reduce 27.46% 1.06 $33.90 $268,630,000 SEC
2017   Q4 10,924,175 3.86 Reduce 30.53% 1.69 $35.45 $387,262,000 SEC
2017   Q3 15,724,175 5.52 $27.61 $434,144,000 SEC
2017   Q2 15,724,175 4.19 $22.26 $350,020,000 SEC
2017   Q1 15,724,175 4.22 $22.17 $348,605,000 SEC
2016   Q4 15,724,175 5.87 $27.88 $438,390,000 SEC
2016   Q3 15,724,175 5.25 Add 47.77% 1.70 $22.64 $355,995,000 SEC
2016   Q2 10,641,175 3.54 $23.78 $253,047,000 SEC
2016   Q1 10,641,175 5.23 Reduce 3.48% 0.28 $33.20 $353,287,000 SEC
2015   Q4 11,025,000 7.99 $36.81 $405,830,000 SEC
2015   Q3 11,025,000 5.56 $28.23 $311,236,000 SEC
2015   Q2 11,025,000 5.94 Add 27.26% 1.27 $28.42 $313,331,000 SEC
2015   Q1 8,663,114 5.41 $33.92 $293,853,000 SEC
2014   Q4 8,663,114 4.96 Add 21.24% 0.87 $26.64 $230,785,000 SEC
2014   Q3 7,145,418 3.19 Add 27.70% 0.69 $24.00 $171,490,000 SEC
2014   Q2 5,595,286 2.71 Add 3.30% 0.09 $26.65 $149,114,000 SEC
2014   Q1 5,416,606 4.03 Add 174.04% 2.56 $25.80 $139,748,000 SEC
2013   Q4 1,976,606 2.23 Add 106.94% 1.15 $31.46 $62,184,000 SEC
2013   Q3 955,140 0.80 Buy 0.80 $22.45 $21,443,000 SEC