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Head-to-head comparison

Seth Klarman vs Terry Smith

Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010
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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%
Terry Smith
  • INTUEXIT
  • NKEEXIT
  • GRACOEXIT
  • QLYSREDUCE -65%
  • MSCIREDUCE -61%
  • PAYCREDUCE -58%
  • VRSNREDUCE -58%
  • DOCSREDUCE -58%
  • SABREREDUCE -58%
  • MEDPREDUCE -24%
  • IBKRREDUCE -22%
  • SYKREDUCE -17%
  • PFEREDUCE -17%
  • GOOGLREDUCE -16%
  • MARREDUCE -15%
  • VREDUCE -12%
  • WATREDUCE -10%
  • ADPREDUCE -8%

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