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Seth Klarman

Baupost Group LLC

Period:  Q1, 2026
Filed Date:  May 14, 2026
Reported Date:  Mar 31, 2026
No. of Stocks:  22
Portfolio Value:  5.12M
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

AMZN - Amazon.com inc

12.698%Add 47.01%3.12M649.543K$0.208

QSR - Restaurant brands international inc.

11.675%8.08M597.208K$0.074

WCC - Wesco international inc

7.686%Add 1.27%1.44M393.159K$0.274

UNP - Union pacific corp

7.309%Reduced 5.30%1.54M373.876K$0.243

ELV - Elevance health inc

7.298%Add 0.46%1.28M373.301K$0.293

GOOG - Alphabet inc

6.624%Add 8.64%1.18M338.819K$0.287
Ferguson enterprises inc
6.577%Add 26.86%1.44M336.457K$0.233

WTW - Willis towers watson plc

5.076%Reduced 34.21%893.126K259.632K$0.291

AON - Aon plc

4.852%Buy769K248.218K$0.323

V - Visa inc

4.144%Buy701.355K211.978K$0.302

TFX - Teleflex inc

3.729%Buy1.59M190.778K$0.120

EXP - Eagle materials inc

3.306%Reduced 24.68%892.763K169.134K$0.189

GPC - Genuine parts co

3.081%Add 0.29%1.49M157.604K$0.106
Liberty global ltd
3.072%Reduced 35.85%13.40M157.15K$0.012

HLF - Herbalife ltd

2.665%9.26M136.305K$0.015

GDS - Gds holdings ltd

2.398%3.04M122.676K$0.040

COLD - Americold realty trust inc

1.743%Add 123.86%7.78M89.168K$0.011

MOH - Molina healthcare inc

1.651%Add 1.38%633.609K84.46K$0.133
Grupo aeromexico sab de cv
1.337%Add 0.52%4.88M68.371K$0.014

NCLH - Norwegian cruise line holdings ltd

1.327%Buy3.63M67.881K$0.019

PCVX - Vaxcyte inc

0.909%Buy800K46.488K$0.058

DNOW - Now inc

0.844%Buy3.63M43.174K$0.012