Seth Klarman’s hedge fund increased holdings in Amazon and Aon while exiting CRH and Dollar General in the first quarter.
Seth Klarman’s Baupost Group added new positions in Aon (AON), Norwegian Cruise Line (NCLH), and DNOW in the first quarter, according to regulatory filings. The fund also exited CRH (CRH), Dollar General (DG), and Fidelity National Information Services (FIS) during the period.