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 20 of 25 rows. Rows without a quote are marked unavailable.
| 1 | QSR | RESTAURANT BRANDS INTL INC | 10.44% | Reduce -2.1% | 8,080,112 | $551.33M | $68.23 | |
| 2 | AMZN | AMAZON COM INC | 9.28% | New | 2,121,391 | $489.66M | $230.82 | |
| 3 | WTW | WILLIS TOWERS WATSON PLC LTD | 8.45% | Add +24.7% | 1,357,601 | $446.11M | $328.60 | |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | 8.43% | Reduce -3.8% | 1,269,302 | $444.95M | $350.55 | |
| 5 | UNP | UNION PAC CORP | 7.13% | Add +8.8% | 1,627,254 | $376.42M | $231.32 | |
| 6 | WCC | WESCO INTL INC | 6.58% | Reduce -5.6% | 1,418,831 | $347.1M | $244.64 | |
| 7 | GOOG | ALPHABET INC | 6.46% | Reduce -41.5% | 1,087,181 | $341.16M | $313.80 | |
| 8 | FIS | FIDELITY NATL INFORMATION SV | 5.67% | Add +18.8% | 4,503,801 | $299.32M | $66.46 | |
| 9 | DG | DOLLAR GEN CORP NEW | 5.19% | Reduce -22.6% | 2,062,821 | $273.88M | $132.77 | |
| 10 | FERG | FERGUSON ENTERPRISES INC | 4.80% | Reduce -1.6% | 1,137,035 | $253.14M | $222.63 | |
| 11 | EXP | EAGLE MATLS INC | 4.64% | Add +26.1% | 1,185,248 | $244.97M | $206.68 | |
| 12 | LBTYK | LIBERTY GLOBAL LTD | 4.37% | Reduce -3.6% | 20,884,781 | $230.57M | $11.04 | |
| 13 | GPC | GENUINE PARTS CO | 3.46% | Add +6.5% | 1,486,088 | $182.73M | $122.96 | |
| 14 | FI | FISERV INC | 2.80% | Add +145.8% | 2,200,000 | $147.77M | No quote | No quote |
| 15 | CRHCF | CRH PLC | 2.54% | Reduce -68.3% | 1,072,957 | $133.91M | No quote | No quote |
| 16 | HLF | HERBALIFE LTD | 2.26% | Add +19.3% | 9,259,844 | $119.36M | $12.89 | |
| 17 | MOH | MOLINA HEALTHCARE INC | 2.05% | New | 625,000 | $108.46M | $173.54 | |
| 18 | AERO | GRUPO AEROMEXICO SAB DE CV | 2.02% | New | 4,855,180 | $106.62M | $21.96 | |
| 19 | GDS | GDS HLDGS LTD | 2.01% | Reduce -6.3% | 3,044,818 | $106.26M | $34.90 | |
| 20 | COLD | AMERICOLD REALTY TRUST INC | 0.85% | Reduce -3.5% | 3,475,685 | $44.7M | $12.86 | |
| 21 | LBTYA | LIBERTY GLOBAL LTD | 0.44% | Reduce -59.0% | 2,080,456 | $23.18M | $11.14 | |
| 22 | TBN | TAMBORAN RES CORP | 0.13% | Reduce -54.9% | 257,226 | $7M | $27.23 | |
| 23 | PAGS | PAGSEGURO DIGITAL LTD | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.