Latest news with #SethKlarman
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15 hours ago
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Seth Klarman's Strategic Moves: Fiserv Inc. Takes Center Stage with 3.75% Portfolio Share
Analyzing Seth Klarman (Trades, Portfolio)'s Latest 13F Filing for Q2 2025 Warning! GuruFocus has detected 5 Warning Signs with DLPN. Seth Klarman (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into his investment moves during this period. Seth Klarman (Trades, Portfolio) is a renowned value investor and the Portfolio Manager of The Baupost Group, an investment partnership he founded in 1983. Known for his cautious and strategic approach, Klarman authored the highly sought-after book "Margin of Safety." He holds an economics degree from Cornell University and an MBA from Harvard University. Klarman's investment strategy spans a wide array of assets, from traditional value stocks to more complex investments like distressed debt and foreign equities. He is known for his patience, often holding cash when opportunities are scarce, and emphasizes the importance of risk management over mere returns. Summary of New Buy Seth Klarman (Trades, Portfolio) added a total of three stocks to his portfolio, with the most significant addition being Fiserv Inc (NYSE:FI). This purchase involved 895,000 shares, accounting for 3.75% of the portfolio and valued at $154.31 million. The second largest addition was Amcor PLC (NYSE:AMCR), consisting of 5,500,000 shares, representing approximately 1.23% of the portfolio, with a total value of $50.55 million. The third largest addition was PagSeguro Digital Ltd (NYSE:PAGS), with 2,500,000 shares, accounting for 0.59% of the portfolio and a total value of $24.1 million. Key Position Increases Seth Klarman (Trades, Portfolio) also increased stakes in a total of nine stocks. The most notable increase was in Elevance Health Inc (NYSE:ELV), with an additional 370,000 shares, bringing the total to 616,000 shares. This adjustment represents a significant 150.41% increase in share count, impacting the portfolio by 3.5%, with a total value of $239.6 million. The second largest increase was in CRH PLC (NYSE:CRH), with an additional 1,131,000 shares, bringing the total to 3,825,395. This adjustment represents a 41.98% increase in share count, with a total value of $351.17 million. Summary of Sold Out Seth Klarman (Trades, Portfolio) completely exited three holdings in the second quarter of 2025. These include Solventum Corp (NYSE:SOLV), where he sold all 1,053,240 shares, resulting in a -2.3% impact on the portfolio. Additionally, he liquidated all 10,777,863 shares of Clarivate PLC (NYSE:CLVT), causing a -1.22% impact on the portfolio. Key Position Reduces Seth Klarman (Trades, Portfolio) also reduced positions in four stocks. The most significant changes include a reduction in Willis Towers Watson PLC (NASDAQ:WTW) by 211,483 shares, resulting in a -13.86% decrease in shares and a -2.05% impact on the portfolio. The stock traded at an average price of $310.55 during the quarter and has returned 10.35% over the past three months and 7.46% year-to-date. Additionally, he reduced Eagle Materials Inc (NYSE:EXP) by 233,376 shares, resulting in a -25.66% reduction in shares and a -1.49% impact on the portfolio. The stock traded at an average price of $215.61 during the quarter and has returned 1.50% over the past three months and -2.01% year-to-date. Portfolio Overview At the end of the second quarter of 2025, Seth Klarman (Trades, Portfolio)'s portfolio included 22 stocks. The top holdings were 11.36% in Alphabet Inc (NASDAQ:GOOG), 9.94% in WESCO International Inc (NYSE:WCC), 9.79% in Willis Towers Watson PLC (NASDAQ:WTW), 8.54% in CRH PLC (NYSE:CRH), and 7.5% in Fidelity National Information Services Inc (NYSE:FIS). The holdings are mainly concentrated in nine of the eleven industries: Communication Services, Technology, Industrials, Basic Materials, Financial Services, Consumer Defensive, Consumer Cyclical, Healthcare, and Energy. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Sign in to access your portfolio
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4 days ago
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Clarivate Plc (CLVT) Appoints Maroun S. Mourad as President of Intellectual Property Division
With a low price-to-earnings multiple and a significant presence in Seth Klarman's investment portfolio, Clarivate Plc (NYSE:CLVT) earns a spot on our list of the 12 Cheap Value Stocks to Buy Now According to Seth Klarman. A technical analyst using a cloud-based analytics dashboard for financial services. On July 30, 2025, Clarivate Plc (NYSE:CLVT) appointed Maroun S. Mourad to the role of President of its Intellectual Property segment, effective September 8, 2025. The newly appointed President will succeed Gordon Samson, who will be retiring at year-end after decades in the IP industry. Mourad brings over 25 years of experience in data analytics, software, and technology-enabled services. He most recently led the Claims Solutions division at Verisk Analytics, handling product portfolios, services, and acquisitions globally. Clarivate Plc (NYSE:CLVT)'s CEO sees the appointment as a strategic move to drive long-term, predictable growth in the IP segment. Clarivate Plc (NYSE:CLVT)'s IP segment offers trusted data, software, and expertise across the full lifecycle of intellectual property assets. With its data, insights, workflow solutions, and expert services across various sectors, Clarivate Plc (NYSE:CLVT) operates as a leading global provider of transformative intelligence. It is included in our list of cheap value stocks to buy. While we acknowledge the potential of CLVT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best AI Stocks to Buy Under $3 and Bill Ackman Stock Portfolio: Top 10 Stock Picks. Disclosure: None. Sign in to access your portfolio
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4 days ago
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Herbalife Ltd. (HLF) Reports Q2 2025 Results; Mizuho Lifts PT to $9
Herbalife Ltd. (NYSE:HLF) is included in our list of the 12 Cheap Value Stocks to Buy Now According to Seth Klarman. A healthcare facility with modern furniture and fume hoods. On August 6, 2025, Herbalife Ltd. (NYSE:HLF) reported its results for Q2 2025. The company recorded net sales of $1.3 billion, which were down 1.7% year-over-year and flat on a constant currency basis. Meanwhile, its adjusted EBITDA of $173.6 million surpassed guidance. As such, HLF increased its full-year 2025 net sales and adjusted EBITDA outlook and lowered Capex forecasts. Herbalife Ltd. (NYSE:HLF)'s management expressed increasing confidence following the July launches of MultiBurn, a multifunctional weight-loss supplement, and the beta release of the AI-assisted Pro2col digital platform. Over 7,000 distributors are already engaged ahead of a Q4 U.S. and Puerto Rico rollout. During the quarter, the company's distributor growth remained strong, with Latin America leading the segment with a 16% YoY growth. Ahead of the earnings release, Mizuho lifted its price target on Herbalife Ltd. (NYSE:HLF) from $8 to $9, maintaining a 'Neutral' rating. The company also maintained its financial health steady at the quarter-end, redeeming $50 million of its 7.875% Senior Notes due 2025, maintaining leverage at 3.0x. Offering science-backed nutrition products and a global distributor-driven business model, Herbalife Ltd. (NYSE:HLF) operates as a leading health and wellness company. It is included in our list of cheap value stocks to buy. While we acknowledge the potential of HLF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Oil Refinery Stocks to Buy Right Now and 7 Best Potash Stocks to Buy According to Analysts. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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4 days ago
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Solventum Corporation (SOLV) Reports Q2 2025 Results; Mizuho and Wells Fargo Reiterate Their Ratings
Solventum Corporation (NYSE:SOLV) is included in our list of the 12 Cheap Value Stocks to Buy Now According to Seth Klarman. A closeup shot of a laboratory technician handling a medical device used for fertility treatments. On August 7, 2025, Solventum Corporation (NYSE:SOLV) announced its results for Q2 2025. The quarter marked the fifth consecutive quarter of positive volume growth, with the company recording sales of $2.2 billion, up 3.9% YoY (2.8% organic). This helped Solventum deliver an adjusted EPS of $1.69, beating expectations, along with an operating cash flow of $169 million. Looking ahead, Solventum Corporation (NYSE:SOLV) raised its 2025 guidance, expecting organic sales growth of 2.0%-3.0% and adjusted EPS of $5.80-$5.95, thanks to strong performance across all segments during the quarter. Following the strong quarterly performance and raised full-year guidance, on August 8, 2025, Piper Sandler raised its price target on the company from $87 to $94, maintaining an 'Overweight' rating. The analyst cited Solventum's consistent execution. Meanwhile, on the same day, Wells Fargo maintained its 'Hold' rating with a $79 target. Ahead of the planned sale of its Purification & Filtration segment and retention of the Drinking Water Filtration segment, Solventum Corporation (NYSE:SOLV) confirmed its free cash flow guidance of $450-$550 million for 2025. Solventum Corporation is a global leader in innovative medical technology and solutions. It is included in our list of cheap value stocks to buy. While we acknowledge the potential of SOLV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Oil Refinery Stocks to Buy Right Now and 7 Best Potash Stocks to Buy According to Analysts. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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4 days ago
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Loop Capital Raises PT on WESCO International, Inc. (WCC) to $235
WESCO International, Inc. (NYSE:WCC) is included in our list of the 12 Cheap Value Stocks to Buy Now According to Seth Klarman. A close-up view of medical devices, electrical stimulation electrodes, and batteries. On August 5, 2025, Loop Capital raised its price target on WESCO International, Inc. (NYSE:WCC) from $220 to $235, maintaining a 'Buy' rating. This price revision follows the company's strong Q3 results and narrows its full-year guidance. The analyst believes management's guidance is conservative, not reflecting the expected benefits of upcoming pricing initiatives. Moreover, a recovery in end-market demand holds potential to drive earnings above the midpoint of the company's 2025 EPS guidance. Meanwhile, on the previous day, JPMorgan maintained its 'Buy' rating on WESCO International, Inc. (NYSE:WCC) at $205 price target. Looking ahead, the company looks well-positioned to translate strategic initiatives into sustained growth through 2025. WESCO International, Inc. (NYSE:WCC) offers electrical, industrial, and communication products and services across the globe. It is included in our list of cheap value stocks to buy. While we acknowledge the potential of WCC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Oil Refinery Stocks to Buy Right Now and 7 Best Potash Stocks to Buy According to Analysts. Disclosure: None. Sign in to access your portfolio
