Baupost Group 13F filings

Manager(s): Seth Klarman

Holdings as of 2025-03-31

Filed on 2025-05-14 under CIK 1061768

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Willis Towers Watson Plc

1,525,667 sh

-311,081 sh
-17%

$515,599

-$59,744

Alphabet Inc

2,077,988 sh

652,000 sh
46%

$324,644

$53,079

WESCO International Inc.

2,005,601 sh

569,930 sh
40%

$311,470

$51,671

LIBERTY GLOBAL LTD COM CL C Stock

24,657,803 sh

-14,796,040 sh
-38%

$295,154

-$223,269

Fidelity National Information Services Inc.

3,492,947 sh

3,492,947 sh
NEW

$260,853

Restaurant Brands International Inc

3,886,562 sh

984,862 sh
34%

$259,000

$69,867

CRH PLC ORD COMMON STOCK

2,694,395 sh

52,993 sh
2%

$237,026

-$7,357

Eagle Materials Inc

909,633 sh

271,410 sh
43%

$201,875

$44,387

Dollar General Corp

2,104,876 sh

44,076 sh
2%

$185,082

$28,832

FERGUSON PLC NEW COMMON STOCK NEW

1,132,000 sh

$181,380

GDS HLDGS LTD SPONSORED ADS

4,249,952 sh

$107,651

Elevance Health

246,000 sh

246,000 sh
NEW

$107,000

Viasat Inc

10,190,728 sh

-2,031,862 sh
-17%

$106,187

$2,173

SOLVENTUM CORP COMMON

1,053,240 sh

-393,060 sh
-27%

$80,088

-$15,455

ICON PLC SHS

405,000 sh

405,000 sh
NEW

$70,871

Herbalife Nutrition Ltd

7,600,526 sh

$65,593

LIBERTY GLOBAL LTD COM CL A Stock

5,076,762 sh

-124,682 sh
-2%

$58,434

-$7,936

Clarivate Plc

10,777,863 sh

-25,501,342 sh
-70%

$42,357

-$141,941

Tempur Sealy International Inc

703,349 sh

703,349 sh
NEW

$42,117

HERBALIFE LTD NOTE 4.250\% 6/1

$17,129,000 in bonds

$14,834

Liberty Broadband Corp

170,610 sh

$14,510

TAMBORAN RES CORP COM

570,833 sh

$13,694

Liberty Broadband Corp

7,560 sh

$643

SUNRISE COMMUNICATIONS AG ADS CL A ADR

0 sh

-2,335,263 sh
-100%

-$100,603

Humana Inc

0 sh

-346,000 sh
-100%

-$87,784

Genuine Parts Co.

0 sh

-315,337 sh
-100%

-$36,819