Exited position

Seth Klarman’s Clarivate Plc (CLVT) 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 2023Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares38.93MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Baupost Group first reported Clarivate Plc in Q3 2023. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q2 2025, 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.

Q2 2025
Sold the entire position−10.78M shares · No shares reported at quarter-end
Q1 2025
Sold 70.3% of the position−25.50M shares · 10.78M shares remained
Filing context

Quarter-end price $3.93 · Estimated holding basis $6.78

Q4 2024
Sold 6.8% of the position−2.65M shares · 36.28M shares remained
Filing context

Quarter-end price $5.08 · Estimated holding basis $6.78

Q2 2024
Bought 27.2% more+8.33M shares · 38.93M shares reported after the change
Filing context

Quarter-end price $5.69 · Estimated holding basis $6.78

Q1 2024
Bought 20.0% more+5.10M shares · 30.60M shares reported after the change
Filing context

Quarter-end price $7.43 · Estimated holding basis $7.08

Q4 2023
Bought 13.3% more+3.00M shares · 25.50M shares reported after the change
Filing context

Quarter-end price $9.26 · Estimated holding basis $7.01

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Clarivate Plc 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 weight1.2%Q1 2025
Last reported rank#18of 23 reported positions
Peak portfolio weight7.9%Q3 2024
Best historical rank#3Q3 2024
At peak importanceQ3 2024
CLVT
7.9%
Largest holding
26.0%
Cross-investor discovery

Who else owns Clarivate Plc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
CLVT0.0% of reported portfolio
Explore Clarivate Plc 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$1.892026-09-18

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.