Exited position

Seth Klarman’s Jacobs Solutions Inc (J) 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 shares727.79KHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Baupost Group first reported Jacobs Solutions Inc 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 Q4 2024, 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 2024
Sold the entire position−350.68K shares · No shares reported at quarter-end
Q3 2024
Sold 29.0% of the position−143.54K shares · 350.68K shares remained
Filing context

Quarter-end price $130.90 · Estimated holding basis $134.29

Q2 2024
Sold 2.5% of the position−12.57K shares · 494.22K shares remained
Filing context

Quarter-end price $139.71 · Estimated holding basis $134.29

Q1 2024
Sold 30.4% of the position−221.00K shares · 506.79K shares remained
Filing context

Quarter-end price $153.73 · Estimated holding basis $134.29

Q4 2023
Bought 49.2% more+240.00K shares · 727.79K shares reported after the change
Filing context

Quarter-end price $129.80 · Estimated holding basis $134.29

Q3 2023
New position+487.79K shares · 487.79K shares reported
Filing context

Quarter-end price $136.50 · Estimated holding basis $136.50

Portfolio importance

How important was Jacobs Solutions 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 weight1.3%Q3 2024
Last reported rank#14of 21 reported positions
Peak portfolio weight2.1%Q1 2024
Best historical rank#13Q4 2023
At peak importanceQ1 2024
J
2.1%
Largest holding
20.4%
Cross-investor discovery

Who else owns Jacobs Solutions Inc?

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

Joel GreenblattGotham Asset Management
J0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
J0.0% of reported portfolio
George SorosSoros Fund Management
J0.0% of reported portfolio
Explore Jacobs Solutions Inc 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$141.852026-09-11

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.