Seth Klarman's MOH Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 633,609 shares of Molina Healthcare, Inc. (MOH) worth $84.46 M, representing 1.65% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Seth Klarman has initiated a new position in MOH, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 8,609 shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Molina Healthcare (MOH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Molina Healthcare (MOH) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8,609 | Add 1.38% | 633,609 | $133.30 |
| Q4 2025 | +625,000 | New Buy | 625,000 | $173.54 |
Seth Klarman's Molina Healthcare Investment FAQs
Seth Klarman first purchased Molina Healthcare, Inc. (MOH) in Q4 2025, acquiring 625,000 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 Molina Healthcare, Inc. (MOH) for 2 quarters since Q4 2025.
Seth Klarman's largest addition to Molina Healthcare, Inc. (MOH) was in Q4 2025, adding 625,000 shares worth $108.46 M.
According to the latest 13F filing for Q1 2026, Seth Klarman's firm, Baupost Group Llc/Ma, owns 633,609 shares of Molina Healthcare, Inc. (MOH), valued at approximately $84.46 M.
As of the Q1 2026 filing, Molina Healthcare, Inc. (MOH) represents approximately 1.65% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in Molina Healthcare, Inc. (MOH) was 633,609 shares, as reported at the end of Q1 2026.