Historical position

Seth Klarman’s UnitedHealth Group (UNH) 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 2008Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares4.66MHighest verified quarter-end share count
Quarters reported2Verified quarters with shares above zero
What happened?

Baupost Group first reported UnitedHealth Group in Q2 2008. The reported position was reduced across later filings. Verified positive position history runs through Q3 2008. The current relationship status cannot be determined reliably from supported data.

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 2008
Sold the entire position−789.70K shares · No shares reported at quarter-end
Q3 2008
Sold 83.1% of the position−3.87M shares · 789.70K shares remained
Filing context

Quarter-end price $25.39 · Estimated holding basis $26.25

Q2 2008
New position+4.66M shares · 4.66M shares reported
Filing context

Quarter-end price $26.25 · Estimated holding basis $26.25

Portfolio importance

How important was UnitedHealth Group 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 weight1.2%Q3 2008
Last reported rank#19of 52 reported positions
Peak portfolio weight6.1%Q2 2008
Best historical rank#5Q2 2008
At peak importanceQ2 2008
UNH
6.1%
Largest holding
13.2%
Cross-investor discovery

Who else owns UnitedHealth Group?

Also reported by 4 other tracked investors in their latest verified filings.

Chase ColemanTiger Global Management LLC
UNH0.5% of reported portfolio
Joel GreenblattGotham Asset Management
UNH0.1% of reported portfolio
George SorosSoros Fund Management
UNH0.0% of reported portfolio
Explore UnitedHealth Group 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$379.092026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

View UnitedHealth Group stock page →

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.