Baupost Group 13F filings

Manager(s): Seth Klarman

Holdings as of 2026-06-30

Filed on 2026-08-13 under CIK 1061768

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Amazon.com Inc

3,743,854 sh

625,100 sh
20%

$892,310

$242,767

Elevance Health

1,275,154 sh

$493,140

Restaurant Brands International Inc

6,753,112 sh

-1,327,000 sh
-16%

$489,612

-$107,596

Alphabet Inc

1,371,931 sh

190,800 sh
16%

$484,744

$145,925

FERGUSON PLC NEW COMMON STOCK NEW

1,450,594 sh

8,183 sh
1%

$344,269

$7,812

Genuine Parts Co.

2,816,178 sh

1,325,830 sh
89%

$332,253

$174,649

Union Pacific Corp

1,185,395 sh

-355,600 sh
-23%

$322,427

-$51,449

Visa Inc

701,355 sh

$240,628

WESCO International Inc.

662,881 sh

-774,000 sh
-54%

$228,979

-$164,180

Aon Plc

687,000 sh

-82,000 sh
-11%

$227,871

-$20,347

Teleflex Inc

1,409,000 sh

-186,000 sh
-12%

$178,605

-$12,173

Norwegian Cruise Line Holdings Ltd

7,730,000 sh

4,100,000 sh
113%

$163,180

$95,299

Molina Healthcare Inc

633,609 sh

$144,906

CME Group Inc

619,000 sh

619,000 sh
NEW

$136,694

Herbalife Nutrition Ltd

9,259,844 sh

$121,767

Eagle Materials Inc

530,763 sh

-362,000 sh
-41%

$119,422

-$49,712

GDS HLDGS LTD SPONSORED ADS

3,769,818 sh

725,000 sh
24%

$113,208

-$9,468

Americold Realty Trust

6,830,230 sh

-950,570 sh
-12%

$107,371

$18,203

LIBERTY GLOBAL LTD COM CL C Stock

8,543,161 sh

-4,854,086 sh
-36%

$93,975

-$63,175

GRUPO AEROMEXICO SAB DE CV SPONSORED ADS

4,880,188 sh

$87,843

Axalta Coating Systems Ltd

1,274,356 sh

1,274,356 sh
NEW

$43,608

NOW Inc.

2,788,000 sh

-837,000 sh
-23%

$36,160

-$7,014

PERSHING SQUARE INC COMMON STOCK

392,000 sh

392,000 sh
NEW

$12,881

Willis Towers Watson Plc

0 sh

-893,126 sh
-100%

-$259,632

Vaxcyte, Inc. COM

0 sh

-800,000 sh
-100%

-$46,488