Seth Klarman’s Molina Healthcare MOH Stock Holding History

Seth Klarman’s Portfolio MOH Stock Details MOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145M	Hold	633,609	–	–	2.68%	13
2026 Q1	$84.5M	Buy	633,609 +8,609	+1%	+$1.37M	1.65%	18
2025 Q4	$108M	Buy	+625,000	New	+$103M	2.05%	17

Other funds holding MOH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Seth Klarman's MOH Position: Q2 2026 in Review

Seth Klarman held its Molina Healthcare (MOH) position steady in Q2 2026 at 633,609 shares worth $145M. The position accounts for 2.68% of the portfolio, ranked #13.

Seth Klarman first reported a position in MOH in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold MOH as of Q2 2026.

Seth Klarman held 633,609 shares of Molina Healthcare worth $145M as of Q2 2026.
Seth Klarman left its Molina Healthcare share count unchanged in Q2 2026.
Molina Healthcare made up 2.68% of Seth Klarman's portfolio in Q2 2026, its #13 holding.
Seth Klarman first reported a position in Molina Healthcare in Q4 2025 and has held it in 3 quarters since.
597 funds tracked by Wall St. Rank held Molina Healthcare as of Q2 2026.

Based on Baupost Group's 13F filing for Q2 2026, filed 13 Aug 2026.