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 22 of 28 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 12.70% | Add +47.0% | 3,118,754 | $649.54M | $208.27 | |
| 2 | QSR | RESTAURANT BRANDS INTL INC | 11.67% | - | 8,080,112 | $597.21M | $73.91 | |
| 3 | WCC | WESCO INTL INC | 7.69% | Add +1.3% | 1,436,881 | $393.16M | $273.62 | |
| 4 | UNP | UNION PAC CORP | 7.31% | Reduce -5.3% | 1,540,995 | $373.88M | $242.62 | |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | 7.30% | Add +0.5% | 1,275,154 | $373.3M | $292.75 | |
| 6 | GOOG | ALPHABET INC | 6.62% | Add +8.6% | 1,181,131 | $338.82M | $286.86 | |
| 7 | FERG | FERGUSON ENTERPRISES INC | 6.58% | Add +26.9% | 1,442,411 | $336.46M | $233.26 | |
| 8 | WTW | WILLIS TOWERS WATSON PLC LTD | 5.08% | Reduce -34.2% | 893,126 | $259.63M | $290.70 | |
| 9 | AON | AON PLC | 4.85% | New | 769,000 | $248.22M | $322.78 | |
| 10 | V | VISA INC | 4.14% | New | 701,355 | $211.98M | $302.24 | |
| 11 | TFX | TELEFLEX INCORPORATED | 3.73% | New | 1,595,000 | $190.78M | $119.61 | |
| 12 | EXP | EAGLE MATLS INC | 3.31% | Reduce -24.7% | 892,763 | $169.13M | $189.45 | |
| 13 | GPC | GENUINE PARTS CO | 3.08% | Add +0.3% | 1,490,348 | $157.6M | $105.75 | |
| 14 | LBTYK | LIBERTY GLOBAL LTD | 3.07% | Reduce -35.9% | 13,397,247 | $157.15M | $11.73 | |
| 15 | HLF | HERBALIFE LTD | 2.66% | - | 9,259,844 | $136.31M | $14.72 | |
| 16 | GDS | GDS HLDGS LTD | 2.40% | - | 3,044,818 | $122.68M | $40.29 | |
| 17 | COLD | AMERICOLD REALTY TRUST INC | 1.74% | Add +123.9% | 7,780,800 | $89.17M | $11.46 | |
| 18 | MOH | MOLINA HEALTHCARE INC | 1.65% | Add +1.4% | 633,609 | $84.46M | $133.30 | |
| 19 | AERO | GRUPO AEROMEXICO SAB DE CV | 1.34% | Add +0.5% | 4,880,188 | $68.37M | $14.01 | |
| 20 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 1.33% | New | 3,630,000 | $67.88M | $18.70 | |
| 21 | PCVX | VAXCYTE INC | 0.91% | New | 800,000 | $46.49M | $58.11 | |
| 22 | DNOW | DNOW INC | 0.84% | New | 3,625,000 | $43.17M | $11.91 | |
| 28 | TBN | TAMBORAN RES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 27 | LBTYA | LIBERTY GLOBAL LTD | - | Sold | 0 | $0 | No quote | No quote |
| 26 | FI | FISERV INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | FIS | FIDELITY NATL INFORMATION SV | - | Sold | 0 | $0 | No quote | No quote |
| 24 | DG | DOLLAR GEN CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 23 | CRHCF | CRH PLC | - | Sold | 0 | $0 | No quote | No quote |