As of Q1 2026, this manager reported 22 long-equity positions worth $5.12B in aggregate.
As of Q1 2026, Seth Klarman's Baupost Group held 22 long-equity positions with a reported value of $5.12B.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| COLD | AMERICOLD REALTY TRUST INC | Add +123.9% | 1.74% | 7,780,800 | $89.17M | $11.46 | $10.70 - $14.04(23%)$12.94 -> $11.46 |
| AMZN | AMAZON COM INC | Add +47.0% | 12.70% | 3,118,754 | $649.54M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| FERG | FERGUSON ENTERPRISES INC | Add +26.9% | 6.58% | 1,442,411 | $336.46M | $233.26 | $214.51 - $271.64(33%)$225.02 -> $233.26 |
| GOOG | ALPHABET INC | Add +8.6% | 6.62% | 1,181,131 | $338.82M | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| AON | AON PLC | New | 4.85% | 769,000 | $248.22M | $322.78 | $304.59 - $358.04(34%)$344.27 -> $322.78 |
| V | VISA INC | New | 4.14% | 701,355 | $211.98M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| TFX | TELEFLEX INCORPORATED | New | 3.73% | 1,595,000 | $190.78M | $119.61 | $100.18 - $127.49(71%)$122.40 -> $119.61 |
| MOH | MOLINA HEALTHCARE INC | Add +1.4% | 1.65% | 633,609 | $84.46M | $133.30 | $121.06 - $203.00(15%)$178.46 -> $133.30 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | New | 1.33% | 3,630,000 | $67.88M | $18.70 | $17.56 - $25.13(15%)$22.78 -> $18.70 |
| WCC | WESCO INTL INC | Add +1.3% | 7.69% | 1,436,881 | $393.16M | $273.62 | $244.08 - $319.68(39%)$252.12 -> $273.62 |
| PCVX | VAXCYTE INC | New | 0.91% | 800,000 | $46.49M | $58.11 | $43.95 - $65.00(67%)$46.46 -> $58.11 |
| DNOW | DNOW INC | New | 0.84% | 3,625,000 | $43.17M | $11.91 | $10.94 - $17.26(15%)$13.36 -> $11.91 |
| AERO | GRUPO AEROMEXICO SAB DE CV | Add +0.5% | 1.34% | 4,880,188 | $68.37M | $14.01 | $12.26 - $22.41(17%)$21.95 -> $14.01 |
| ELV | ELEVANCE HEALTH INC FORMERLY | Add +0.5% | 7.30% | 1,275,154 | $373.3M | $292.75 | $274.84 - $383.00(17%)$354.25 -> $292.75 |
| GPC | GENUINE PARTS CO | Add +0.3% | 3.08% | 1,490,348 | $157.6M | $105.75 | $96.08 - $151.57(17%)$124.00 -> $105.75 |