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Seth Klarman
CloseThe Baupost Group
| History | Stock | % of Portfolio | Recent Activity | Shares | Reported Price* | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| ≡ | QSR - Restaurant Brands | 10.44% | Reduce 2.09% | 8,080,112 | $68.23 | $551,325,000 | $76.58 | +12.23% | $58.71 | $77.18 |
| ≡ | AMZN - Amazon | 9.28% | Buy | 2,121,391 | $230.82 | $489,659,000 | $209.77 | -9.12% | $161.38 | $258.60 |
| ≡ | G96629103 - WILLIS TOWERS WATSON PLC LTD | 8.45% | Add 24.66% | 1,357,601 | $328.60 | $446,108,000 | — | — | — | — |
| ≡ | ELV - ELEVANCE HEALTH INC FORMERLY | 8.43% | Reduce 3.77% | 1,269,302 | $350.55 | $444,954,000 | $300.74 | -14.21% | $273.71 | $458.75 |
| ≡ | UNP - UNION PAC CORP | 7.13% | Add 8.76% | 1,627,254 | $231.32 | $376,416,000 | $244.71 | +5.79% | $204.66 | $268.14 |
| ≡ | WCC - WESCO INTL INC | 6.58% | Reduce 5.61% | 1,418,831 | $244.64 | $347,103,000 | $277.45 | +13.41% | $125.21 | $319.68 |
| ≡ | GOOG - ALPHABET INC | 6.46% | Reduce 41.49% | 1,087,181 | $313.80 | $341,157,000 | — | — | — | — |
| ≡ | FIS - Fidelity National Information Services | 5.67% | Add 18.84% | 4,503,801 | $66.46 | $299,323,000 | $46.29 | -30.35% | $44.48 | $82.74 |
| ≡ | DG - Dollar General | 5.19% | Reduce 22.65% | 2,062,821 | $132.77 | $273,881,000 | $119.74 | -9.81% | $84.70 | $158.23 |
| ≡ | FERG - Ferguson | 4.80% | Reduce 1.60% | 1,137,035 | $222.63 | $253,138,000 | $235.07 | +5.59% | $146.00 | $271.64 |
| ≡ | EXP - EAGLE MATLS INC | 4.64% | Add 26.14% | 1,185,248 | $206.68 | $244,967,000 | $187.96 | -9.06% | $171.99 | $243.64 |
| ≡ | G61188127 - LIBERTY GLOBAL LTD | 4.37% | Reduce 3.57% | 20,884,781 | $11.04 | $230,568,000 | — | — | — | — |
| ≡ | GPC - GENUINE PARTS CO | 3.46% | Add 6.53% | 1,486,088 | $122.96 | $182,729,000 | — | — | — | — |
| ≡ | FISV - FISERV INC | 2.80% | Add 145.81% | 2,200,000 | $67.17 | $147,774,000 | — | — | — | — |
| ≡ | G25508105 - CRH PLC | 2.54% | Reduce 68.29% | 1,072,957 | $124.80 | $133,905,000 | — | — | — | — |
| ≡ | G4412G101 - HERBALIFE LTD | 2.26% | Add 19.33% | 9,259,844 | $12.89 | $119,359,000 | — | — | — | — |
| ≡ | MOH - MOLINA HEALTHCARE INC | 2.05% | Buy | 625,000 | $173.54 | $108,463,000 | — | — | — | — |
| ≡ | AERO - GRUPO AEROMEXICO SAB DE CV | 2.02% | Buy | 4,855,180 | $21.96 | $106,620,000 | $14.30 | -34.88% | $12.26 | $23.05 |
| ≡ | GDS - GDS HLDGS LTD | 2.01% | Reduce 6.31% | 3,044,818 | $34.90 | $106,264,000 | $39.91 | +14.36% | $16.93 | $48.61 |
| ≡ | COLD - AMERICOLD REALTY TRUST INC | 0.85% | Reduce 3.45% | 3,475,685 | $12.86 | $44,697,000 | $11.48 | -10.73% | $10.10 | $20.75 |
| ≡ | G61188101 - LIBERTY GLOBAL LTD | 0.44% | Reduce 59.02% | 2,080,456 | $11.14 | $23,176,000 | — | — | — | — |
| ≡ | TBN - TAMBORAN RES CORP | 0.13% | Reduce 54.94% | 257,226 | $27.23 | $7,004,000 | $43.73 | +60.60% | $17.29 | $52.21 |
22 visible rowsPrice data as of Apr 2, 2026
* Reported price is computed as filing value divided by reported shares.