Seth Klarman's LBTYK Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 21.7M shares of Liberty Global Ltd. (LBTYK) worth $254.48 M, representing 5.31% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Seth Klarman has maintained a strategic position in LBTYK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 19.0M shares. Largest reduction occurred in Q1 2025, reducing 14.8M shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Liberty Global (LBTYK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Liberty Global (LBTYK) Trades by Seth Klarman
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +10.77 M | New Buy | 10.77 M | $28.16 |
| Q4 2018 | +18.97 M | Add 176.19% | 29.74 M | $20.64 |
| Q1 2019 | +9.35 M | Add 31.44% | 39.09 M | $24.21 |
| Q2 2019 | +2.84 M | Add 7.28% | 41.94 M | $26.53 |
| Q3 2019 | +2.02 M | Add 4.82% | 43.96 M | $23.79 |
| Q4 2019 | +8.43 M | Add 19.19% | 52.39 M | $21.79 |
| Q1 2020 | +1.31 M | Add 2.50% | 53.71 M | $15.71 |
| Q2 2020 | +850,000 | Add 1.58% | 54.56 M | $21.51 |
| Q2 2021 | -584,100 | Reduce 1.07% | 53.97 M | $27.04 |
| Q2 2022 | -5.55 M | Reduce 10.29% | 48.42 M | $22.09 |
| Q3 2022 | -569,495 | Reduce 1.18% | 47.85 M | $16.50 |
| Q4 2022 | -346,000 | Reduce 0.72% | 47.5 M | $0.02 |
| Q2 2023 | -2.5 M | Reduce 5.26% | 45 M | $17.77 |
| Q3 2023 | -2.69 M | Reduce 5.98% | 42.31 M | $0.02 |
| Q4 2024 | -2.86 M | Reduce 6.75% | 39.45 M | $13.14 |
| Q1 2025 | -14.8 M | Reduce 37.50% | 24.66 M | $11.97 |
| Q3 2025 | -3 M | Reduce 12.17% | 21.66 M | $11.75 |
Seth Klarman's Liberty Global Investment FAQs
Seth Klarman first purchased Liberty Global Ltd. (LBTYK) in Q3 2018, acquiring 10,768,870 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 Liberty Global Ltd. (LBTYK) for 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman's largest addition to Liberty Global Ltd. (LBTYK) was in Q4 2018, adding 29,742,795 shares worth $613.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Seth Klarman's firm, Baupost Group Llc/Ma, owns 21,657,803 shares of Liberty Global Ltd. (LBTYK), valued at approximately $254.48 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Liberty Global Ltd. (LBTYK) represents approximately 5.31% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman's peak holding in Liberty Global Ltd. (LBTYK) was 54,555,407 shares, as reported at the end of Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.