Baupost's New Honeywell Aerospace Stake: What Klarman's 13F Reveals
As seen on the 24/7 Wall St. homepage on November 13, 2026.
- Shares
- 1.1M
- Value
- $175M
- % of portfolio
- 3.5%
As of Sep 30, 2026 · disclosed Nov 13, 2026 · ~45 days stale — may not reflect current positions.
Seth Klarman's Baupost disclosed a new stake in Honeywell Aerospace as of September 30, one of just two additions to a concentrated 21-stock book that also shed DNOW, Teleflex, Liberty Global and Norwegian Cruise Line. Amazon remains the firm's largest disclosed long at roughly 18% of the portfolio.
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Seth Klarman's Baupost Group opened a new Honeywell Aerospace position worth roughly $175.4 million as of September 30, 2026.
The November 13, 2026 filing matters because Baupost holds just 21 stocks, and this was one of only two new additions.
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To make room, Baupost exited four positions entirely: DNOW, Teleflex, Liberty Global, and Norwegian Cruise Line.
Amazon still anchors the book at roughly 18%, so watch whether Klarman builds the Honeywell Aerospace stake further next quarter.
Mentioned: HONA