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Seth Klarman

Baupost Group LLC

Period:  Q4, 2025
Filed Date:  Feb 13, 2026
Reported Date:  Dec 31, 2025
No. of Stocks:  22
Portfolio Value:  5.28M
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

QSR - Restaurant brands international inc.

10.445%Reduced 2.09%8.08M551.325K$0.068

AMZN - Amazon.com inc

9.276%Buy2.12M489.659K$0.231

WTW - Willis towers watson plc

8.451%Add 24.66%1.36M446.108K$0.329

ELV - Elevance health inc

8.429%Reduced 3.77%1.27M444.954K$0.351

UNP - Union pacific corp

7.131%Add 8.76%1.63M376.416K$0.231

WCC - Wesco international inc

6.576%Reduced 5.61%1.42M347.103K$0.245

GOOG - Alphabet inc

6.463%Reduced 41.49%1.09M341.157K$0.314

FIS - Fidelity national information services inc

5.671%Add 18.84%4.50M299.323K$0.066

DG - Dollar general corp

5.189%Reduced 22.65%2.06M273.881K$0.133
Ferguson enterprises inc
4.796%Reduced 1.60%1.14M253.138K$0.223

EXP - Eagle materials inc

4.641%Add 26.14%1.19M244.967K$0.207
Liberty global ltd
4.368%Reduced 3.57%20.88M230.568K$0.011

GPC - Genuine parts co

3.462%Add 6.53%1.49M182.729K$0.123

FI - Fiserv inc

2.799%Add 145.81%2.20M147.774K$0.067

CRHCF - Crh plc

2.537%Reduced 68.29%1.07M133.905K$0.125

HLF - Herbalife ltd

2.261%Add 19.33%9.26M119.359K$0.013

MOH - Molina healthcare inc

2.055%Buy625K108.463K$0.174
Grupo aeromexico sab de cv
2.020%Buy4.86M106.62K$0.022

GDS - Gds holdings ltd

2.013%Reduced 6.31%3.04M106.264K$0.035

COLD - Americold realty trust inc

0.847%Reduced 3.45%3.48M44.697K$0.013
Liberty global ltd
0.439%Reduced 59.02%2.08M23.176K$0.011
Tamboran res corp
0.133%Reduced 54.94%257.226K7004$0.027