Exited position

Seth Klarman’s Solventum Corp (SOLV) 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 reportedQ2 2024Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.82MHighest verified quarter-end share count
Quarters reported4Verified quarters with shares above zero
What happened?

Baupost Group first reported Solventum Corp in Q2 2024. The reported position was 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−1.05M shares · No shares reported at quarter-end
Q1 2025
Sold 27.2% of the position−393.06K shares · 1.05M shares remained
Filing context

Quarter-end price $76.04 · Estimated holding basis $52.88

Q4 2024
Sold 20.5% of the position−373.70K shares · 1.45M shares remained
Filing context

Quarter-end price $66.06 · Estimated holding basis $52.88

Q2 2024
New position+1.82M shares · 1.82M shares reported
Filing context

Quarter-end price $52.88 · Estimated holding basis $52.88

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Solventum 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 weight2.3%Q1 2025
Last reported rank#14of 23 reported positions
Peak portfolio weight3.6%Q3 2024
Best historical rank#11Q3 2024
At peak importanceQ3 2024
SOLV
3.6%
Largest holding
26.0%
Cross-investor discovery

Who else owns Solventum Corp?

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

Nelson PeltzTrian Fund Management
SOLV15.0% of reported portfolio
Joel GreenblattGotham Asset Management
SOLV0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
SOLV0.1% of reported portfolio
Explore Solventum 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$88.842026-09-18

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.