Baupost Group 13F filings

Manager(s): Seth Klarman

Holdings as of 2026-03-31

Filed on 2026-05-14 under CIK 1061768

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Amazon.com Inc

3,118,754 sh

997,363 sh
47%

$649,543

$159,884

Restaurant Brands International Inc

8,080,112 sh

$597,208

WESCO International Inc.

1,436,881 sh

18,050 sh
1%

$393,159

$46,056

Union Pacific Corp

1,540,995 sh

-86,259 sh
-5%

$373,876

-$2,540

Elevance Health

1,275,154 sh

5,852 sh
0%

$373,301

-$71,653

Alphabet Inc

1,181,131 sh

93,950 sh
9%

$338,819

-$2,338

FERGUSON PLC NEW COMMON STOCK NEW

1,442,411 sh

305,376 sh
27%

$336,457

$83,319

Willis Towers Watson Plc

893,126 sh

-464,475 sh
-34%

$259,632

-$186,476

Aon Plc

769,000 sh

769,000 sh
NEW

$248,218

Visa Inc

701,355 sh

701,355 sh
NEW

$211,978

Teleflex Inc

1,595,000 sh

1,595,000 sh
NEW

$190,778

Eagle Materials Inc

892,763 sh

-292,485 sh
-25%

$169,134

-$75,833

Genuine Parts Co.

1,490,348 sh

4,260 sh
0%

$157,604

-$25,125

LIBERTY GLOBAL LTD COM CL C Stock

13,397,247 sh

-7,487,534 sh
-36%

$157,150

-$73,418

Herbalife Nutrition Ltd

9,259,844 sh

$136,305

GDS HLDGS LTD SPONSORED ADS

3,044,818 sh

$122,676

Americold Realty Trust

7,780,800 sh

4,305,115 sh
124%

$89,168

$44,471

Molina Healthcare Inc

633,609 sh

8,609 sh
1%

$84,460

-$24,003

GRUPO AEROMEXICO SAB DE CV SPONSORED ADS

4,880,188 sh

25,008 sh
1%

$68,371

-$38,249

Norwegian Cruise Line Holdings Ltd

3,630,000 sh

3,630,000 sh
NEW

$67,881

Vaxcyte, Inc. COM

800,000 sh

800,000 sh
NEW

$46,488

NOW Inc.

3,625,000 sh

3,625,000 sh
NEW

$43,174

Fidelity National Information Services Inc.

0 sh

-4,503,801 sh
-100%

-$299,323

Dollar General Corp

0 sh

-2,062,821 sh
-100%

-$273,881

Fiserv Inc

0 sh

-2,200,000 sh
-100%

-$147,774

CRH PLC ORD COMMON STOCK

0 sh

-1,072,957 sh
-100%

-$133,905

LIBERTY GLOBAL LTD COM CL A Stock

0 sh

-2,080,456 sh
-100%

-$23,176

TAMBORAN RES CORP COM

0 sh

-257,226 sh
-100%

-$7,004