Exited position

Seth Klarman’s Fox Corp (FOXA) 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 reportedQ1 2019Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares27.32MHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Baupost Group first reported Fox Corp in Q1 2019. The reported position was reduced across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q2 2021, 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 2021
Sold the entire position−7.61M shares · No shares reported at quarter-end
Q1 2021
Sold 65.7% of the position−14.58M shares · 7.61M shares remained
Filing context

Quarter-end price $36.11 · Estimated holding basis $36.71

Q4 2020
Sold 17.7% of the position−4.79M shares · 22.19M shares remained
Filing context

Quarter-end price $29.12 · Estimated holding basis $36.71

Q3 2020
Sold 1.3% of the position−350.00K shares · 26.97M shares remained
Filing context

Quarter-end price $27.83 · Estimated holding basis $36.71

Q1 2019
New position+27.32M shares · 27.32M shares reported
Filing context

Quarter-end price $36.71 · Estimated holding basis $36.71

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Fox 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 weight2.2%Q1 2021
Last reported rank#16of 59 reported positions
Peak portfolio weight11.2%Q4 2019
Best historical rank#2Q4 2019
At peak importanceQ4 2019
FOXA
11.2%
Largest holding
12.6%
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$64.452026-09-18

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.