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  Trilogy Metals Inc New (TMQ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.02 SEC
2023   Q3 2,329,285 0.02 Reduce 31.63% 0.01 $0.49 $1,141,000 SEC
2023   Q2 3,407,128 0.04 Reduce 20.24% <0.01 $0.59 $2,022,000 SEC
2023   Q1 4,271,542 0.04 Reduce 46.54% 0.03 $0.53 $2,277,000 SEC
2022   Q4 7,990,481 0.07 Reduce 19.23% 0.02 $0.55 $4,395,000 SEC
2022   Q3 9,892,451 0.11 Reduce 5.92% <0.01 $0.61 $6,003,000 SEC
2022   Q2 10,514,566 0.12 Reduce 5.49% <0.01 $0.76 $7,955,000 SEC
2022   Q1 11,125,566 0.13 Reduce 4.98% 0.01 $1.05 $11,682,000 SEC
2021   Q4 11,708,547 0.20 Reduce 3.89% <0.01 $1.65 $19,319,000 SEC
2021   Q3 12,182,568 0.21 $1.85 $22,538,000 SEC
2021   Q2 12,182,568 0.25 $2.51 $30,578,000 SEC
2021   Q1 12,182,568 0.21 $2.14 $26,071,000 SEC
2020   Q4 12,182,568 0.23 $2.00 $24,365,000 SEC
2020   Q3 12,182,568 0.24 $1.79 $21,807,000 SEC
2020   Q2 12,182,568 0.30 $1.99 $24,252,000 SEC
2020   Q1 12,182,568 0.24 $1.35 $16,396,000 SEC
2019   Q4 12,182,568 0.37 $2.59 $31,520,000 SEC
2019   Q3 12,182,568 0.25 Reduce 10.69% 0.04 $1.64 $19,957,000 SEC
2019   Q2 13,641,368 0.39 Add 4.53% 0.02 $2.92 $39,766,000 SEC
2019   Q1 13,050,758 0.29 $2.45 $31,991,000 SEC
2018   Q4 13,050,758 0.20 $1.72 $22,494,000 SEC
2018   Q3 13,050,758 0.20 $1.99 $26,006,000 SEC
2018   Q2 13,050,758 0.21 Add 23.11% 0.04 $1.77 $23,165,000 SEC
2018   Q1 10,600,758 0.13 $1.26 $13,408,000 SEC
2017   Q4 10,600,758 0.11 $1.08 $11,496,000 SEC
2017   Q3 10,600,758 0.13 $0.94 $9,976,000 SEC
2017   Q2 10,600,758 0.08 $0.63 $6,697,000 SEC
2017   Q1 10,600,758 0.07 $0.55 $5,797,000 SEC
2016   Q4 10,600,758 0.07 $0.50 $5,339,000 SEC
2016   Q3 10,600,758 0.09 Buy 0.09 $0.55 $5,804,000 SEC