Exited position

Seth Klarman’s Mckesson Corp (MCK) 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 2016Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.82MHighest verified quarter-end share count
Quarters reported13Verified quarters with shares above zero
What happened?

Baupost Group first reported Mckesson Corp in Q4 2016. 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 2020, 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 2020
Sold the entire position−1.67M shares · No shares reported at quarter-end
Q1 2020
Bought 4.5% more+71.67K shares · 1.67M shares reported after the change
Filing context

Quarter-end price $135.26 · Estimated holding basis $118.40

Q4 2019
Bought 22.3% more+291.51K shares · 1.60M shares reported after the change
Filing context

Quarter-end price $138.32 · Estimated holding basis $117.65

Q3 2019
Sold 49.7% of the position−1.29M shares · 1.31M shares remained
Filing context

Quarter-end price $136.66 · Estimated holding basis $113.03

Q2 2019
Sold 7.8% of the position−220.00K shares · 2.60M shares remained
Filing context

Quarter-end price $134.39 · Estimated holding basis $113.03

Q1 2019
Bought 63.7% more+1.10M shares · 2.82M shares reported after the change
Filing context

Quarter-end price $117.06 · Estimated holding basis $113.03

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Mckesson 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 weight2.7%Q3 2020
Last reported rank#11of 37 reported positions
Peak portfolio weight3.3%Q1 2020
Best historical rank#10Q2 2020
At peak importanceQ1 2020
MCK
3.3%
Largest holding
14.2%
Cross-investor discovery

Who else owns Mckesson Corp?

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

Ray DalioBridgewater Associates, LP
MCK0.2% of reported portfolio
Joel GreenblattGotham Asset Management
MCK0.1% of reported portfolio
Explore Mckesson 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$881.512026-09-11

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.