Seth Klarman’s 13F is not the most exciting filing to look into, partly because of the fact that the publicly disclosed holdings only amount to $4 billion while the actual assets under management of the firm are up to $26 billion. Of note here is that Klarman’s portfolio worth rose from $3 billion to $4 billion in the last quarter, so at least the fund is doing great in its long equity holdings.
Read notes from Klarman’s recent speech here.
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