Baupost Group 13F filings

Manager(s): Seth Klarman

Holdings as of 2025-06-30

Filed on 2025-08-13 under CIK 1061768

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Alphabet Inc

2,633,988 sh

556,000 sh
27%

$467,243

$142,599

WESCO International Inc.

2,207,601 sh

202,000 sh
10%

$408,848

$97,378

Willis Towers Watson Plc

1,314,184 sh

-211,483 sh
-14%

$402,797

-$112,802

CRH PLC ORD COMMON STOCK

3,825,395 sh

1,131,000 sh
42%

$351,171

$114,145

Fidelity National Information Services Inc.

3,789,711 sh

296,764 sh
8%

$308,520

$47,667

Dollar General Corp

2,666,876 sh

562,000 sh
27%

$305,037

$119,955

Restaurant Brands International Inc

4,049,562 sh

163,000 sh
4%

$268,445

$9,445

LIBERTY GLOBAL LTD COM CL C Stock

24,657,803 sh

$254,222

FERGUSON PLC NEW COMMON STOCK NEW

1,132,000 sh

$246,493

Elevance Health

616,000 sh

370,000 sh
150%

$239,599

$132,599

Fiserv Inc

895,000 sh

895,000 sh
NEW

$154,307

Eagle Materials Inc

676,257 sh

-233,376 sh
-26%

$136,678

-$65,197

Viasat Inc

9,190,728 sh

-1,000,000 sh
-10%

$134,185

$27,998

GDS HLDGS LTD SPONSORED ADS

3,249,952 sh

-1,000,000 sh
-24%

$99,351

-$8,300

Liberty Broadband Corp

745,610 sh

575,000 sh
337%

$73,353

$58,843

Herbalife Nutrition Ltd

7,759,844 sh

159,318 sh
2%

$66,890

$1,297

ICON PLC SHS

405,000 sh

$58,907

LIBERTY GLOBAL LTD COM CL A Stock

5,076,762 sh

$50,818

Amcor Plc

5,500,000 sh

5,500,000 sh
NEW

$50,545

PAGSEGURO DIGITAL LTD COM CL A

2,500,000 sh

2,500,000 sh
NEW

$24,100

HERBALIFE LTD NOTE 4.250\% 6/1

$17,129,000 in bonds

$15,623

TAMBORAN RES CORP COM

570,833 sh

$12,170

Liberty Broadband Corp

7,560 sh

$740

SOLVENTUM CORP COMMON

0 sh

-1,053,240 sh
-100%

-$80,088

Clarivate Plc

0 sh

-10,777,863 sh
-100%

-$42,357

Tempur Sealy International Inc

0 sh

-703,349 sh
-100%

-$42,117