WOLF(@WOLF_Financial ):This is what Seth Klarman's $8.1 Billion portfolio looked like as of the end of Q1 Amazon $AMZN : 3,120,000 shares Restaurant Brands $QSR : 8,080,000 Wesco International $WCC : 1,440,000 Union Pacific $UNP : 1,540,000 Elevance Health $ELV : 1,280,000 Google $GOOG : 1,180,000 Ferguson Enterprises $FERG : 1,440,000 Willis Towers Watson $WTW : 893,130 Aon $AON : 769,000 Visa $V : 701,360 Teleflex $TFX : 1,590,000 Eagle Materials $EXP : 892,760 Genuine Parts $GPC : 1,490,000 Liberty Global $LBTYK : 13,400,000 Herbalife $HLF : 9,260,000 GDS Holdings $GDS : 3,040,000 Americold Realty Trust $COLD : 7,780,000 Molina Healthcare $MOH : 633,610 Grupo Aeromexico $AERO : 4,880,000 Norwegian Cruise Line $NCLH : 3,630,000 Vaxcyte $PCVX : 800,000 Dnow $DNOW : 3,630,000 (Photo Credit @ralliesai)

2026.05.14 21:48

This is what Seth Klarman's $8.1 Billion portfolio looked like as of the end of Q1 Amazon $AMZN : 3,120,000 shares Restaurant Brands $QSR : 8,080,000 Wesco International $WCC : 1,440,000 Union Pacific $UNP : 1,540,000 Elevance Health $ELV : 1,280,000 Google $GOOG : 1,180,000 Ferguson Enterprises $FERG : 1,440,000 Willis Towers Watson $WTW : 893,130 Aon $AON : 769,000 Visa $V : 701,360 Teleflex $TFX : 1,590,000 Eagle Materials $EXP : 892,760 Genuine Parts $GPC : 1,490,000 Liberty Global $LBTYK : 13,400,000 Herbalife $HLF : 9,260,000 GDS Holdings $GDS : 3,040,000 Americold Realty Trust $COLD : 7,780,000 Molina Healthcare $MOH : 633,610 Grupo Aeromexico $AERO : 4,880,000 Norwegian Cruise Line $NCLH : 3,630,000 Vaxcyte $PCVX : 800,000 Dnow $DNOW : 3,630,000 (Photo Credit @ralliesai)