Baupost Group 13F filings

Manager(s): Seth Klarman

Holdings as of 2024-12-31

Filed on 2025-02-13 under CIK 1061768

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Willis Towers Watson Plc

1,836,748 sh

55,542 sh
3%

$575,343

$50,724

LIBERTY GLOBAL LTD COM CL C Stock

39,453,843 sh

-2,857,168 sh
-7%

$518,423

-$395,918

Alphabet Inc

1,425,988 sh

-39,600 sh
-3%

$271,565

$26,533

WESCO International Inc.

1,435,671 sh

177,671 sh
14%

$259,799

$48,480

CRH PLC ORD COMMON STOCK

2,641,402 sh

4,800 sh
0%

$244,383

-$135

FERGUSON PLC NEW COMMON STOCK NEW

1,132,000 sh

1,132,000 sh
NEW

$196,481

Restaurant Brands International Inc

2,901,700 sh

2,873,406 sh
10156%

$189,133

$187,092

Clarivate Plc

36,279,205 sh

-2,650,430 sh
-7%

$184,298

-$92,102

Eagle Materials Inc

638,223 sh

137,950 sh
28%

$157,488

$13,584

Dollar General Corp

2,060,800 sh

-243,000 sh
-11%

$156,250

-$38,582

Viasat Inc

12,222,590 sh

$104,014

GDS HLDGS LTD SPONSORED ADS

4,249,952 sh

$100,979

SUNRISE COMMUNICATIONS AG ADS CL A ADR

2,335,263 sh

2,335,263 sh
NEW

$100,603

SOLVENTUM CORP COMMON

1,446,300 sh

-373,700 sh
-21%

$95,543

-$31,347

Humana Inc

346,000 sh

346,000 sh
NEW

$87,784

LIBERTY GLOBAL LTD COM CL A Stock

5,201,444 sh

-1,992,832 sh
-28%

$66,370

-$85,501

Herbalife Nutrition Ltd

7,600,526 sh

2,476,000 sh
48%

$50,848

$14,003

Genuine Parts Co.

315,337 sh

315,337 sh
NEW

$36,819

HERBALIFE LTD NOTE 4.250\% 6/1

$17,129,000 in bonds

$13,104

Liberty Broadband Corp

170,610 sh

$12,755

TAMBORAN RES CORP COM

570,833 sh

$11,982

Liberty Broadband Corp

7,560 sh

$562

Fidelity National Information Services Inc.

0 sh

-971,460 sh
-100%

-$81,360

Jacobs Engineering Group Inc

0 sh

-350,681 sh
-100%

-$45,904

FORTREA HLDGS INC COMMON STOCK

0 sh

-2,293,167 sh
-100%

-$45,863