Seth Klarman – Top 10 Holdings – Latest 13F

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Seth Klarman (9-30-2022). The current market value of his portfolio is $5,793,570,000  with a top 10 holdings concentration of 70.33%.

Top 10 Holdings

SYM	COMPANY	VALUE ($000)	%	SHARES
LBTYK	LIBERTY GLOBAL PLC	789,530	14%	47,850,310
QRVO	QORVO INC	538,075	9.30%	6,775,916
LSXMK	LIBERTY MEDIA CORP DEL	519,570	9.00%	13,778,048
VSAT	VIASAT INC	492,415	8.50%	16,288,959
VRTV	VERITIV CORP	336,002	5.80%	3,436,660
WBD	WARNER BROS DISCOVERY INC	333,500	5.80%	29,000,000
FISV	FISERV INC	330,526	5.70%	3,532,391
LSXMA	LIBERTY MEDIA CORP	292,288	5.00%	7,677,656
WLTW	WILLIS TOWERS WATSON PLC LTD	258,294	4.50%	1,285,428
EDU	NEW ORIENTAL ED & TECHNOLOGY	184,226	3.20%	7,685,706