5 Best Stocks to Buy According to Billionaire Seth Klarman

3. Willis Towers Watson Public Limited Company (NASDAQ:WTW)

Baupost Group’s Stake: $446 Million

Willis Towers Watson Public Limited Company (NASDAQ:WTW) is a long-term holding of Baupost Group, having featured in the 13F portfolio of the fund consistently since early 2021. Back then, this holding comprised close to 2.5 million shares. Since then, however, Klarman has trimmed this stake. The filings for the fourth quarter of 2025 show that the fund owns 1.36 million shares in Willis Towers. The latest filings further reveal that between October and December 2025, the fund increased the holding by 25% compared to filings for the third quarter of 2025. It is the third-largest position of Baupost, representing 8.45% of the 13F portfolio.

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Willis Towers Watson Public Limited Company (NASDAQ:WTW) is not a famous company and is often favored by value investors who seek long-term growth. Klarman, one of the best in the business at value investing, has some advice for those trying to replicate his success. In his book Margin of Safety, Klarman notes that value investing by its very nature is contrarian. Per the billionaire, out-of-favor securities may be undervalued; popular securities almost never are. He adds that what the herd is buying is, by definition, in favor. Securities in favor have already been bid up in price on the basis of optimistic expectations and are unlikely to represent good value that has been overlooked, he underlines.

Willis Towers Watson Public Limited Company (NASDAQ:WTW) operates as an advisory, broking, and solutions company worldwide. It offers strategy and design consulting, plan management service and support, broking and administration services for health, wellbeing, and other group benefit programs.