Seth Klarman's top dividend stocks (August 2025) include Restaurant Brands International Inc (QSR), a global quick service restaurant company behind popular brands like Burger King and Tim Hortons.

Seth Klarman is the chief executive officer of The Baupost Group, a private investment partnership he founded in 1982. He is widely recognized for his value investing philosophy, which emphasizes a disciplined search for securities trading at a discount to their intrinsic value.

Restaurant Brands International Inc (QSR)

Restaurant Brands International is a multinational fast-food holding company that operates and franchises numerous well-known quick-service restaurant brands. Its portfolio includes Burger King, Tim Hortons, and Popeyes Louisiana Kitchen, serving millions of customers worldwide. Klarman's current portfolio position in QSR is valued at approximately $263.74 million, and the stock offers a dividend yield of 3.45%, with a trailing twelve-month dividend rate of $2.40 per share. Analysts have set a price target of $85.0 for the stock, and its discounted cash flow value is estimated at $201.79.
Here's an overview of Seth Klarman's trades in Restaurant Brands International Inc:

Anthem Inc (ANTM)

Anthem Inc. (now known as Elevance Health) is one of the largest health benefits companies in the United States, providing a broad range of health plans and related services to individuals, employers, and government entities. The company's diverse offerings help millions access healthcare through its extensive network of providers. Klarman's holding in Anthem Inc currently stands at $118.71 million. This position yields 2.31% in dividends, while the company has paid a TTM dividend rate of $29.00. The discounted cash flow for Anthem Inc is calculated at $501.77.
Here's an overview of Seth Klarman's trades in Anthem Inc:

Dollar General Corp. (DG)

Dollar General Corporation is a leading discount retailer in the United States, offering a wide assortment of everyday necessities and general merchandise. The company operates numerous small-format stores, primarily located in rural and suburban communities, providing convenient access to low-priced goods. Klarman holds a position in Dollar General Corp. worth $220.8 million, and the company provides a dividend yield of 2.19%. Its trailing twelve-month dividend rate is $2.36. Furthermore, analysts project a price target of $120.0 for DG, with a discounted cash flow value of $289.58.
Here's an overview of Seth Klarman's trades in Dollar General Corp.:

Fidelity National Information Services, Inc. (FIS)

Fidelity National Information Services, Inc. (FIS) is a global leader in financial technology, offering a wide array of solutions to financial institutions, merchants, and capital markets firms worldwide. Their services span banking, payments, and capital markets technology, facilitating transactions and data processing. Klarman's portfolio includes a position in FIS valued at $277.37 million. This investment offers a dividend yield of 1.86%, and the company's TTM dividend rate stands at $1.52. An analyst price target for FIS is $84.0, with a discounted cash flow value of $49.77.
Here's an overview of Seth Klarman's trades in Fidelity National Information Services, Inc.:

CRH Plc (CRHCF)

CRH Plc is a diversified building materials company with operations spanning across the Americas and Europe. They produce and supply a broad range of materials for the construction industry, including aggregates, cement, asphalt, and concrete products, playing a key role in infrastructure and building projects. Klarman's current portfolio position in CRH Plc is valued at $144.32 million. The stock currently offers a 1.44% dividend yield, and its trailing twelve-month dividend rate is $1.28.
Here's an overview of Seth Klarman's trades in CRH Plc: