Quarter snapshot

Baupost Group

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
QSR history	NEW	10.44%	8,080,112	$551,325,000
AMZN history	NEW	9.28%	2,121,391	$489,659,000
WTW history	NEW	8.45%	1,357,601	$446,108,000
ELV history	NEW	8.43%	1,269,302	$444,954,000
UNP history	NEW	7.13%	1,627,254	$376,416,000
WCC history	NEW	6.58%	1,418,831	$347,103,000
GOOGL history	NEW	6.46%	1,087,181	$341,157,000
FIS history	NEW	5.67%	4,503,801	$299,323,000
DG history	NEW	5.19%	2,062,821	$273,881,000
FERG history	NEW	4.8%	1,137,035	$253,138,000
EXP history	NEW	4.64%	1,185,248	$244,967,000
LBTYK history	NEW	4.37%	20,884,781	$230,568,000
GPC history	NEW	3.46%	1,486,088	$182,729,000
FISV history	NEW	2.8%	2,200,000	$147,774,000
CRH history	NEW	2.54%	1,072,957	$133,905,000
HLF history	NEW	2.26%	9,259,844	$119,359,000
MOH history	NEW	2.05%	625,000	$108,463,000
AERO history	NEW	2.02%	4,855,180	$106,620,000
GDS history	NEW	2.01%	3,044,818	$106,264,000
COLD history	NEW	0.85%	3,475,685	$44,697,000
LBTYA history	NEW	0.44%	2,080,456	$23,176,000
TBN history	NEW	0.13%	257,226	$7,004,000