Seth Klarman - Baupost Group
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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 21 of 26 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 11.36% | Add +26.8% | 2,633,988 | $467.24M | $177.39 | |
| 2 | WCC | WESCO INTL INC | 9.94% | Add +10.1% | 2,207,601 | $408.85M | $185.20 | |
| 3 | WTW | WILLIS TOWERS WATSON PLC LTD | 9.79% | Reduce -13.9% | 1,314,184 | $402.8M | $306.50 | |
| 4 | CRHCF | CRH PLC | 8.54% | Add +42.0% | 3,825,395 | $351.17M | No quote | No quote |
| 5 | FIS | FIDELITY NATL INFORMATION SV | 7.50% | Add +8.5% | 3,789,711 | $308.52M | $81.41 | |
| 6 | DG | DOLLAR GEN CORP NEW | 7.41% | Add +26.7% | 2,666,876 | $305.04M | $114.38 | |
| 7 | QSR | RESTAURANT BRANDS INTL INC | 6.52% | Add +4.2% | 4,049,562 | $268.45M | $66.29 | |
| 8 | LBTYK | LIBERTY GLOBAL LTD | 6.18% | - | 24,657,803 | $254.22M | $10.31 | |
| 9 | FERG | FERGUSON ENTERPRISES INC | 5.99% | - | 1,132,000 | $246.49M | $217.75 | |
| 10 | ELV | ELEVANCE HEALTH INC | 5.82% | Add +150.4% | 616,000 | $239.6M | $388.96 | |
| 11 | FI | FISERV INC | 3.75% | New | 895,000 | $154.31M | No quote | No quote |
| 12 | EXP | EAGLE MATLS INC | 3.32% | Reduce -25.7% | 676,257 | $136.68M | $202.11 | |
| 13 | VSAT | VIASAT INC | 3.26% | Reduce -9.8% | 9,190,728 | $134.19M | $14.60 | |
| 14 | GDS | GDS HLDGS LTD | 2.41% | Reduce -23.5% | 3,249,952 | $99.35M | $30.57 | |
| 15 | LBRDK | LIBERTY BROADBAND CORP | 1.78% | Add +337.0% | 745,610 | $73.35M | $98.38 | |
| 16 | HLF | HERBALIFE LTD | 1.63% | Add +2.1% | 7,759,844 | $66.89M | $8.62 | |
| 17 | ICLR | ICON PLC | 1.43% | - | 405,000 | $58.91M | $145.45 | |
| 18 | LBTYA | LIBERTY GLOBAL LTD | 1.24% | - | 5,076,762 | $50.82M | $10.01 | |
| 19 | AMCR | AMCOR PLC | 1.23% | New | 5,500,000 | $50.55M | $9.19 | |
| 20 | PAGS | PAGSEGURO DIGITAL LTD | 0.59% | New | 2,500,000 | $24.1M | $9.64 | |
| 21 | TBN | TAMBORAN RES CORP | 0.30% | - | 570,833 | $12.17M | $21.32 | |
| 22 | LBRDA | LIBERTY BROADBAND CORP | 0.02% | - | 7,560 | $740K | $97.88 | |
| 25 | TPX | SOMNIGROUP INTERNATIONAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 24 | SOLV | SOLVENTUM CORP | - | Sold | 0 | $0 | No quote | No quote |
| 23 | CLVT | CLARIVATE PLC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | HLF | HERBALIFE LTDNOTE 4.250% 6/1 | OTHER | 17,129,000 | $15.62M |