There might be hope. Despite years of repetition, Seth Klarman has so far avoided the ravages of the “Next Buffett” curse. There are several plausible possibilities. Seth Klarman is famous american investor, here is Seth Klarman stock portfolio ( stock picks ).
It’s also feasible that Klarman is the real deal, albeit doing so would further jinx him. There’s more than a hint of Buffett about Klarman. He dismisses calls for beating benchmarks or rival funds, saying capital preservation is more crucial.
Klarman is a writer like Buffett, and he writes like Buffett. In a Financial Times essay from 2015, he advised readers to “Buy deals.” Quality matters in both business and in relationships. Patience and consistency are essential. Free yourself from expectations to do well immediately.
Seth Klarman stock portfolio
Seth Klarman investment portfolio , Stock Selection and Picks
Seth Klarman stock investment portfolio 2022 – 2023
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price* | Holding Value |
| LBTYK – Liberty Global Inc. C | 16.37 | ➖ 10.29% | 48,419,805 | $22.09 | $1,069,593,000 |
| QRVO – Qorvo Inc. | 10.06 | ➕ 4.84% | 6,967,036 | $94.32 | $657,131,000 |
| VSAT – Viasat Inc. | 7.64 | 16,288,959 | $30.63 | $498,931,000 | |
| LSXMK – Liberty SiriusXM Series C | 7.31 | ➕ 18.67% | 13,245,642 | $36.05 | $477,505,000 |
| VRTV – Veritiv Corp. | 5.92 | 3,564,439 | $108.55 | $386,920,000 | |
| GOOG – Alphabet Inc. CL C | 5.65 | ➖ 30.78% | 3,376,280 | $109.37 | $369,272,000 |
| INTC – Intel Corp. | 5 | ➖ 47.42% | 8,724,431 | $37.41 | $326,381,000 |
| FISV – Fiserv Inc. | 4.81 | ➖ 11.43% | 3,532,391 | $88.97 | $314,277,000 |
| LSXMA – Liberty Sirius XM Series A | 4.04 | ➕ 30.34% | 7,324,854 | $36.04 | $263,988,000 |
| WBD – Warner Bros. Discovery Inc. | 3.7 | Buy | 18,000,000 | $13.42 | $241,560,000 |
| WTW – Willis Towers Watson plc | 2.8 | ➖ 24.70% | 926,966 | $197.39 | $182,974,000 |
| SSNC – SS&C Technologies Holdings Inc. | 2.63 | ➖ 21.36% | 2,962,749 | $58.07 | $172,047,000 |
| EHC – Encompass Health Corp. | 2.53 | ➖ 1.67% | 2,950,000 | $56.05 | $165,348,000 |
| DBX – Dropbox Inc. | 2.51 | ➖ 26.03% | 7,819,924 | $20.99 | $164,140,000 |
| EDU – New Oriental Education & Technology | 2.49 | Buy | 8,000,000 | $20.36 | $162,880,000 |
| LBTYA – Liberty Global Inc. | 2.32 | ➖ 6.05% | 7,194,276 | $21.05 | $151,440,000 |
| MU – Micron Technology Inc. | 2.32 | ➖ 12.05% | 2,735,974 | $55.28 | $151,245,000 |
| TBPH – Theravance Biopharma Inc. | 1.86 | ➖ 1.64% | 13,419,226 | $9.06 | $121,578,000 |
| META – Meta Platforms Inc. | 1.7 | ➖ 28.98% | 688,851 | $161.25 | $111,077,000 |
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