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Seth Klarman

Baupost Group LLC

Period:  Q2, 2026
Filed Date:  Aug 13, 2026
Reported Date:  Jun 30, 2026
No. of Stocks:  23
Portfolio Value:  5.42M
SEC Reference
Holding
Activity
Stock% of portfoliioActivitySharesValueRecent Price

AMZN - Amazon.com inc

16.476%Add 20.04%3.74M892.31K$0.238

ELV - Elevance health inc

9.105%1.28M493.14K$0.387

QSR - Restaurant brands international inc.

9.040%Reduced 16.42%6.75M489.612K$0.073

GOOG - Alphabet inc

8.950%Add 16.15%1.37M484.744K$0.353
Ferguson enterprises inc
6.357%Add 0.57%1.45M344.269K$0.237

GPC - Genuine parts co

6.135%Add 88.96%2.82M332.253K$0.118

UNP - Union pacific corp

5.953%Reduced 23.08%1.19M322.427K$0.272

V - Visa inc

4.443%701.355K240.628K$0.343

WCC - Wesco international inc

4.228%Reduced 53.87%662.881K228.979K$0.345

AON - Aon plc

4.207%Reduced 10.66%687K227.871K$0.332

TFX - Teleflex inc

3.298%Reduced 11.66%1.41M178.605K$0.127

NCLH - Norwegian cruise line holdings ltd

3.013%Add 112.95%7.73M163.18K$0.021

MOH - Molina healthcare inc

2.676%633.609K144.906K$0.229

CME - Cme group inc

2.524%Buy619K136.694K$0.221

HLF - Herbalife ltd

2.248%9.26M121.767K$0.013

EXP - Eagle materials inc

2.205%Reduced 40.55%530.763K119.422K$0.225

GDS - Gds holdings ltd

2.090%Add 23.81%3.77M113.208K$0.030

COLD - Americold realty trust inc

1.983%Reduced 12.22%6.83M107.371K$0.016
Liberty global ltd
1.735%Reduced 36.23%8.54M93.975K$0.011
Grupo aeromexico sab de cv
1.622%4.88M87.843K$0.018

AXTA - Axalta coating systems ltd

0.805%Buy1.27M43.608K$0.034

DNOW - Now inc

0.668%Reduced 23.09%2.79M36.16K$0.013
Pershing square inc
0.238%Buy392K12.881K$0.033