Baupost Collects $3 Billion Wagering on PG&E’s Wildfire Claims

  • Payout was hedge fund’s biggest profit generator last month
  • Klarman’s firm is known for navigating litigation, bankruptcy

Photographer: Philip Pacheco/AFP via Getty Images

Lock
This article is for subscribers only.

Baupost Group, the hedge fund run by Seth Klarman, received more than $3 billion in July from its bet on insurance claims against PG&E Corp. connected to a series of deadly California wildfires, according to people with knowledge of the matter.

The payout yielded Baupost’s biggest profit generator last month and represented a sizable markup from what the firm had anticipated, it told investors Thursday. The fund bought $6.8 billion of subrogation claims against PG&E, court documents show.