Historical position

Seth Klarman’s American Intl Group Inc (AIG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2012Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares11.85MHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Baupost Group first reported American Intl Group Inc in Q4 2012. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2013. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2013
Sold the entire position−10.12M shares · No shares reported at quarter-end
Q2 2013
Sold 14.6% of the position−1.73M shares · 10.12M shares remained
Filing context

Quarter-end price $44.70 · Estimated holding basis $36.74

Q1 2013
Bought 69.3% more+4.85M shares · 11.85M shares reported after the change
Filing context

Quarter-end price $38.82 · Estimated holding basis $36.74

Q4 2012
New position+7.00M shares · 7.00M shares reported
Filing context

Quarter-end price $35.30 · Estimated holding basis $35.30

Portfolio importance

How important was American Intl Group Inc in Baupost Group’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight11.2%Q2 2013
Last reported rank#5of 24 reported positions
Peak portfolio weight14.8%Q1 2013
Best historical rank#3Q1 2013
At peak importanceQ1 2013
AIG
14.8%
Largest holding
23.3%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$75.332026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.