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Head-to-head comparison
Seth Klarman vs Howard Marks
Seth Klarman
Q9/10Baupost Group
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Howard Marks
Q9/10Oaktree Capital
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Seth % | Howard % |
|---|---|---|
| VST | 9.6% | 11.2% |
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Remove with Pro →Recent moves — Q1 2026
Latest quarter activity for each manager.
Seth Klarman
Howard Marks
- UADD +296%
- QQQNEW
- PBRNEW
- Q2NEW
- YPFNEW
- FOURNEW
- PDDNEW
- NRGNEW
- UBERNEW
- BLOCKADD +86%
- UPWKADD +78%
- OKTAADD +66%
- BMRNADD +33%
- EQIXADD +22%
- ITRONADD +19%
- SEAADD +17%
- TDSADD +16%
- SPGEXIT
- ORCLEXIT
- NUEXIT
- CABOEXIT
- GRABEXIT
- ABNBEXIT
- MAREXIT
- VALEEXIT
- ONITYEXIT
- PPLEXIT
- EXEEXIT
- MKSEXIT
- SHAKEXIT
- BBIOEXIT
- GHEXIT
- LYFTEXIT
- ONEXIT
- FLUORREDUCE -85%
- LYVREDUCE -81%
- BANDREDUCE -69%
- CXREDUCE -52%
- JDREDUCE -43%
- FIVE9REDUCE -28%
- POSTREDUCE -26%
- TLNREDUCE -24%
- SNAPREDUCE -20%
- GTXREDUCE -15%
- TDOCREDUCE -14%
- FCXREDUCE -12%
- HDBREDUCE -12%
- TORMREDUCE -10%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.