Seth Klarman's COLD Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 7.78 M shares of Americold Realty Trust, Inc. (COLD) worth $89.17 M, representing 1.74% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Seth Klarman has maintained this position in COLD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 4.31 M shares. Largest reduction occurred in Q4 2025, reducing 124,315 shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Americold Realty Trust (COLD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Americold Realty Trust (COLD) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4.31 M | Add 123.86% | 7.78 M | $11.46 |
| Q4 2025 | -124,315 | Reduce 3.45% | 3.48 M | $12.86 |
| Q3 2025 | +3.6 M | New Buy | 3.6 M | $12.24 |
Seth Klarman's Americold Realty Trust Investment FAQs
Seth Klarman first purchased Americold Realty Trust, Inc. (COLD) in Q3 2025, acquiring 3,600,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held Americold Realty Trust, Inc. (COLD) for 3 quarters since Q3 2025.
Seth Klarman's largest addition to Americold Realty Trust, Inc. (COLD) was in Q1 2026, adding 7,780,800 shares worth $89.17 M.
According to the latest 13F filing for Q1 2026, Seth Klarman's firm, Baupost Group Llc/Ma, owns 7,780,800 shares of Americold Realty Trust, Inc. (COLD), valued at approximately $89.17 M.
As of the Q1 2026 filing, Americold Realty Trust, Inc. (COLD) represents approximately 1.74% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in Americold Realty Trust, Inc. (COLD) was 7,780,800 shares, as reported at the end of Q1 2026.