Exited position

Seth Klarman’s Antero Resources Corp (AR) 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 reportedQ3 2014Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares28.59MHighest verified quarter-end share count
Quarters reported19Verified quarters with shares above zero
What happened?

Baupost Group first reported Antero Resources Corp in Q3 2014. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q4 2019, and the stock is no longer reported in the latest verified portfolio.

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.

Q4 2019
Sold the entire position−21.09M shares · No shares reported at quarter-end
Q3 2019
Sold 26.2% of the position−7.50M shares · 21.09M shares remained
Filing context

Quarter-end price $3.02 · Estimated holding basis $9.39

Q1 2018
Bought 7.5% more+1.87M shares · 26.59M shares reported after the change
Filing context

Quarter-end price $19.85 · Estimated holding basis $21.23

Q4 2017
Bought 3.4% more+809.93K shares · 24.72M shares reported after the change
Filing context

Quarter-end price $19.00 · Estimated holding basis $21.33

Q3 2017
Bought 12.9% more+2.74M shares · 23.91M shares reported after the change
Filing context

Quarter-end price $19.90 · Estimated holding basis $21.41

Q2 2016
Sold 32.5% of the position−7.00M shares · 14.51M shares remained
Filing context

Quarter-end price $25.98 · Estimated holding basis $30.16

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Antero Resources Corp 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 weight0.7%Q3 2019
Last reported rank#26of 32 reported positions
Peak portfolio weight7.7%Q1 2016
Best historical rank#4Q4 2015
At peak importanceQ1 2016
AR
7.7%
Largest holding
20.0%
Cross-investor discovery

Who else owns Antero Resources Corp?

Also reported by 3 other tracked investors in their latest verified filings.

David EinhornDME Capital Management
AR1.4% of reported portfolio
Ray DalioBridgewater Associates, LP
AR0.2% of reported portfolio
Joel GreenblattGotham Asset Management
AR0.0% of reported portfolio
Explore Antero Resources Corp across all tracked investors →
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$38.432026-09-11

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.