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Head-to-head comparison

Seth Klarman vs Jeffrey Ubben

Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Seth Klarman
  • AONNEW
  • VNEW
  • DNOWNEW
  • AMZNADD +47%
  • FERGADD +27%
  • GOOGADD +9%
  • FNFEXIT
  • DGEXIT
  • FEEXIT
  • CRHEXIT
  • LBTYKREDUCE -42%
  • WTWREDUCE -34%
No tracked moves for Jeffrey this quarter.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.