Seth Klarman - Baupost Group Portfolio

What this episode covers

Seth Klarman is known for a disciplined, risk-aware approach to investing.In this episode of PortfolioCasts, we break down the Baupost Group portfolio and discuss holdings across consumer, industrial, financial, and technology sectors — including Google, Dollar General, UNP, and CRH.We explore how Klarman thinks about margin of safety, patience, and capital preservation — and what long-term investors can learn from Baupost’s portfolio construction.Educational purposes only. Not financial advice. Any figures discussed are approximate.

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Frequently Asked Questions

How long is this episode of PortfolioCasts | Investor Portfolio Podcasts?

This episode is 12 minutes long.

When was this PortfolioCasts | Investor Portfolio Podcasts episode published?

This episode was published on January 9, 2026.

What is this episode about?

Seth Klarman is known for a disciplined, risk-aware approach to investing.In this episode of PortfolioCasts, we break down the Baupost Group portfolio and discuss holdings across consumer, industrial, financial, and technology sectors — including...

Can I download this PortfolioCasts | Investor Portfolio Podcasts episode?

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