Baupost Group
CIK 0001061768 · SEC 13F-HR filings · 22 holdings · Q1 2026
| Issuer | Ticker | Shares | Value (USD) ↓ | Δ Shares | Δ Value | Type |
|---|---|---|---|---|---|---|
| AMZN | 3,118,754 | $650M | +997K | $649M | Shares | |
| QSR | 8,080,112 | $597M | 0 | $597M | Shares | |
| WCC | 1,436,881 | $393M | +18K | $393M | Shares | |
| UNP | 1,540,995 | $374M | -86K | $373M | Shares | |
| ELV | 1,275,154 | $373M | +6K | $373M | Shares | |
| GOOG | 1,181,131 | $339M | +94K | $338M | Shares | |
| FERG | 1,442,411 | $336M | +305K | $336M | Shares | |
| WTW | 893,126 | $260M | -464K | $259M | Shares | |
| AON | 769,000 | $248M | New | $248M | NEW POSITIONShares | |
| V | 701,355 | $212M | New | $212M | NEW POSITIONShares | |
| TFX | 1,595,000 | $191M | New | $191M | NEW POSITIONShares | |
| EXP | 892,763 | $169M | -292K | $169M | Shares | |
| GPC | 1,490,348 | $158M | +4K | $157M | Shares | |
| LBTYK | 13,397,247 | $157M | -7.5M | $157M | Shares | |
| HLF | 9,259,844 | $136M | 0 | $136M | Shares | |
| GDS | 3,044,818 | $123M | 0 | $123M | Shares | |
| COLD | 7,780,800 | $89M | +4.3M | $89M | Shares | |
| MOH | 633,609 | $84M | +9K | $84M | Shares | |
| AERO | 4,880,188 | $68M | +25K | $68M | Shares | |
| NCLH | 3,630,000 | $68M | New | $68M | NEW POSITIONShares | |
| PCVX | 800,000 | $46M | New | $46M | NEW POSITIONShares | |
| DNOW | 3,625,000 | $43M | New | $43M | NEW POSITIONShares |