Seth Klarman Portfolio: Top 4 New Stock Picks in 2024

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1. Clarivate Plc (NYSE:CLVT)

Seth Klarman’s Stake Value: $227,346,000

Data and information services company Clarivate Plc (NYSE:CLVT) has been in Seth Klarman’s portfolio since the third quarter of last year. Since then Baupost has added to its stakes in the company. During the first quarter, the hedge fund increased its stake in Clarivate Plc (NYSE:CLVT) by 20%, ending the period with a $227 million stake.

Earlier this month Clarivate Plc (NYSE:CLVT) posted first quarter results. Adjusted EPS in the period came in at $0.14, meeting estimates. Revenue in the quarter fell 1.3% year over year to $621.2 million, surpassing estimates by $6.35 million.

You can also take a look at Michael Burry Is Selling These Stocks in 2024 and Jim Cramer’s Latest Stock Picks in May 2024

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