Current position

Seth Klarman’s Genuine Parts Co (GPC) 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 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares2.82MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Baupost Group first reported Genuine Parts Co in Q4 2024. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased across later filings. Baupost Group currently reports 2.82M shares. The latest verified filing showed: Bought 89.0% more.

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 2026
Bought 89.0% more+1.33M shares · 2.82M shares reported after the change
Filing context

Quarter-end price $117.98 · Estimated holding basis $128.34

Q1 2026
Bought 0.3% more+4.26K shares · 1.49M shares reported after the change
Filing context

Quarter-end price $105.75 · Estimated holding basis $137.55

Q4 2025
Bought 6.5% more+91.09K shares · 1.49M shares reported after the change
Filing context

Quarter-end price $122.96 · Estimated holding basis $137.64

Q3 2025
New position+1.40M shares · 1.40M shares reported
Filing context

Quarter-end price $138.60 · Estimated holding basis $138.60

Q1 2025
Sold the entire position−315.34K shares · No shares reported at quarter-end
Q4 2024
New position+315.34K shares · 315.34K shares reported
Filing context

Quarter-end price $116.76 · Estimated holding basis $116.76

Portfolio importance

How important is Genuine Parts Co in Baupost Group’s reported portfolio?

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

Current portfolio weight6.1%Q2 2026
Current rank#6of 23 reported positions
Peak portfolio weight6.1%Q2 2026
Best historical rank#6Q2 2026
At peak importanceQ2 2026
GPC
6.1%
Largest holding
16.5%
Cross-investor discovery

Who else owns Genuine Parts Co?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
GPC0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
GPC0.0% of reported portfolio
Explore Genuine Parts Co 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$128.082026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$117.98Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$128.34Historical reference — not actual purchase price

Calculated from supported filing history.

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.