sec filings
Baupost Group
Seth Klarman · period Tue 30 Jun 2026 · filed Thu 13 Aug 2026 · $5.42M
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| AMZN AMAZON COM INC | 16.5% | Added +20% | $892,310 | 3,743,854 |
| ELV ELEVANCE HEALTH INC FORMERLY | 9.1% | Same | $493,140 | 1,275,154 |
| QSR RESTAURANT BRANDS INTL INC | 9.0% | Trimmed -16% | $489,612 | 6,753,112 |
| GOOG ALPHABET INC | 9.0% | Added +16% | $484,744 | 1,371,931 |
| FERG FERGUSON ENTERPRISES INC | 6.4% | Added +1% | $344,269 | 1,450,594 |
| GPC GENUINE PARTS CO | 6.1% | Added +89% | $332,253 | 2,816,178 |
| UNP UNION PAC CORP | 6.0% | Trimmed -23% | $322,427 | 1,185,395 |
| V VISA INC | 4.4% | Same | $240,628 | 701,355 |
| WCC WESCO INTL INC | 4.2% | Trimmed -54% | $228,979 | 662,881 |
| AON AON PLC | 4.2% | Trimmed -11% | $227,871 | 687,000 |
| TFX TELEFLEX INCORPORATED | 3.3% | Trimmed -12% | $178,605 | 1,409,000 |
| NCLH NORWEGIAN CRUISE LINE HLDGS | 3.0% | Added +113% | $163,180 | 7,730,000 |
| MOH MOLINA HEALTHCARE INC | 2.7% | Same | $144,906 | 633,609 |
| CME CME GROUP INC | 2.5% | New | $136,694 | 619,000 |
| HLF HERBALIFE LTD | 2.2% | Same | $121,767 | 9,259,844 |
| EXP EAGLE MATLS INC | 2.2% | Trimmed -41% | $119,422 | 530,763 |
| GDS GDS HLDGS LTD | 2.1% | Added +24% | $113,208 | 3,769,818 |
| COLD AMERICOLD REALTY TRUST INC | 2.0% | Trimmed -12% | $107,371 | 6,830,230 |
| LBTYK LIBERTY GLOBAL LTD | 1.7% | Trimmed -36% | $93,975 | 8,543,161 |
| AERO GRUPO AEROMEXICO SAB DE CV | 1.6% | Same | $87,843 | 4,880,188 |
| AXTA AXALTA COATING SYS LTD | 0.8% | New | $43,608 | 1,274,356 |
| DNOW DNOW INC | 0.7% | Trimmed -23% | $36,160 | 2,788,000 |
| PS PERSHING SQUARE INC | 0.2% | New | $12,881 | 392,000 |