13f Filing
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Seth Klarman
Baupost Group LLC
Period:
Q3, 2025
Filed Date:
Nov 13, 2025
Reported Date:
Sep 30, 2025
No. of Stocks:
22
Portfolio Value:
4.79M
SEC Reference
Holding
Activity
All
Buy
Sell
Stock
Activity
Share Change
% Change to protfolio
Q3 2025
COLD - Americold realty trust inc
Buy
3600000
0.920
Cable one inc
Buy
14100000
0.252
EXP - Eagle materials inc
Add 38.95%
939660
1.718
ELV - Elevance health inc
Add 114.12%
1319000
3.895
Ferguson enterprises inc
Add 2.08%
1155500
0.272
GPC - Genuine parts co
Buy
1395000
4.036
QSR - Restaurant brands international inc.
Add 103.80%
8252862
5.446
UNP - Union pacific corp
Buy
1496204
7.382
Q2 2025
GOOG - Alphabet inc
Add 26.76%
2633988
3.453
AMCR - Amcor plc
Buy
5500000
1.224
CRHCF - Crh plc
Add 41.98%
3825395
2.764
DG - Dollar general corp
Add 26.70%
2666876
2.904
ELV - Elevance health inc
Add 150.41%
616000
3.211
FIS - Fidelity national information services inc
Add 8.50%
3789711
1.154
FI - Fiserv inc
Buy
895000
3.736
HLF - Herbalife ltd
Add 2.10%
7759844
0.031
LBRDK - Liberty broadband corp
Add 337.03%
745610
1.425
PAGS - Pagseguro digital ltd
Buy
2500000
0.584
QSR - Restaurant brands international inc.
Add 4.19%
4049562
0.229
WCC - Wesco international inc
Add 10.07%
2207601
2.358
Q1 2025
GOOG - Alphabet inc
Add 45.72%
2077988
1.518
CRHCF - Crh plc
Add 2.01%
2694395
-0.210
DG - Dollar general corp
Add 2.14%
2104876
0.825
EXP - Eagle materials inc
Add 42.53%
909633
1.270
ELV - Elevance health inc
Buy
246000
3.061
FIS - Fidelity national information services inc
Buy
3492947
7.461
ICLR - Icon plc
Buy
405000
2.027
QSR - Restaurant brands international inc.
Add 33.94%
3886562
1.998
TPX - Tempur sealy international inc
Buy
703349
1.205
WCC - Wesco international inc
Add 39.70%
2005601
1.478
Q4 2024
CRHCF - Crh plc
Add 0.18%
2641402
-0.004
EXP - Eagle materials inc
Add 27.57%
638223
0.396
Ferguson enterprises inc
Buy
1132000
5.721
GPC - Genuine parts co
Buy
315337
1.072
HLF - Herbalife ltd
Add 48.32%
7600526
0.408
HUM - Humana inc
Buy
346000
2.556
QSR - Restaurant brands international inc.
Add 10155.53%
2901700
5.447
Sunrise communications ag
Buy
2335263
2.929
WCC - Wesco international inc
Add 14.12%
1435671
1.412
WTW - Willis towers watson plc
Add 3.12%
1836748
1.477
Q3 2024
GOOG - Alphabet inc
Add 37.02%
1465588
1.389
DG - Dollar general corp
Buy
2303800
5.541
EXP - Eagle materials inc
Add 46.24%
500273
1.977
Herbalife ltd
Buy
17129000
0.357
LBRDA - Liberty broadband corp
Buy
7560
0.017
LBRDK - Liberty broadband corp
Buy
170610
0.375
QSR - Restaurant brands international inc.
Buy
28294
0.058
Tamboran res corp
Buy
570833
0.330
WCC - Wesco international inc
Add 56.66%
1258000
2.390
WTW - Willis towers watson plc
Add 7.78%
1781206
2.599
Q2 2024
CPRI - Capri holdings ltd
Buy
1000000
0.910
CLVT - Clarivate plc
Add 27.23%
38929635
-0.161
CRHCF - Crh plc
Add 55.99%
4226602
2.289
EXP - Eagle materials inc
Add 30.57%
342102
0.088
FTRE - Fortrea holdings inc
Add 933.70%
3140360
1.681
GDS - Gds holdings ltd
Add 63.46%
4249952
0.611
HLF - Herbalife ltd
Add 128.27%
5124526
0.844
HUM - Humana inc
Buy
420000
4.318
JAZZ - Jazz pharmaceuticals plc
Add 52.84%
1274248
0.980
SOLV - Solventum corp
Buy
1820000
2.648
VRSN - Verisign inc/ca
Buy
105764
0.517
WCC - Wesco international inc
Add 290.33%
803000
2.533
WTW - Willis towers watson plc
Add 6.23%
1652648
0.149
WSC - Willscot mobile mini holdings corp
Buy
2470000
2.558
Q1 2024
GOOG - Alphabet inc
Add 0.28%
2957652
0.949
CLVT - Clarivate plc
Add 19.99%
30598402
-0.241
EXP - Eagle materials inc
Buy
262000
1.950
FTRE - Fortrea holdings inc
Buy
303797
0.334
GDS - Gds holdings ltd
Buy
2600000
0.474
HLF - Herbalife ltd
Add 33.64%
2244923
-0.084
Outbrain inc
Buy
118000000
2.809
SOUN - Soundhound ai inc
Buy
1130636
0.152
WCC - Wesco international inc
Buy
205724
0.965
Q4 2023
CLVT - Clarivate plc
Add 13.33%
25500000
1.857
J - Jacobs solutions inc.
Add 49.20%
727786
0.608
JAZZ - Jazz pharmaceuticals plc
Add 23.75%
833696
0.335
Liberty global ltd
Buy
7194276
2.788
Liberty global ltd
Buy
42311011
17.201
Q3 2023
CLVT - Clarivate plc
Buy
22500000
2.895
CRHCF - Crh plc
Buy
3345543
3.512
DG - Dollar general corp
Add 283.06%
927000
1.093
FIS - Fidelity national information services inc
Add 2.73%
6960219
0.270
J - Jacobs solutions inc.
Buy
487786
1.277
LLYVA - Liberty media corp
Buy
1979167
1.212
LLYVK - Liberty media corp
Buy
1902472
1.171
LSXMA - Liberty media corp
Buy
8177656
3.991
LSXMK - Liberty media corp
Buy
14851048
7.252
TSEM - Tower semiconductor ltd
Buy
2850000
1.342
WTW - Willis towers watson plc
Add 72.40%
1555667
2.159