Quarter snapshot

Baupost Group

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	AMZN	+47%	12.7%	3,118,754	$649,543,000
≡	QSR		11.67%	8,080,112	$597,208,000
≡	WCC	+1%	7.69%	1,436,881	$393,159,000
≡	UNP	−5%	7.31%	1,540,995	$373,876,000
≡	ELV	+1%	7.3%	1,275,154	$373,301,000
≡	GOOGL	+9%	6.62%	1,181,131	$338,819,000
≡	FERG	+27%	6.58%	1,442,411	$336,457,000
≡	WTW	−34%	5.08%	893,126	$259,632,000
≡	AON	Newly reported	4.85%	769,000	$248,218,000
≡	V	Newly reported	4.14%	701,355	$211,978,000
≡	TFX	Newly reported	3.73%	1,595,000	$190,778,000
≡	EXP	−25%	3.31%	892,763	$169,134,000
≡	GPC	+0%	3.08%	1,490,348	$157,604,000
≡	LBTYK	−36%	3.07%	13,397,247	$157,150,000
≡	HLF		2.66%	9,259,844	$136,305,000
≡	GDS		2.4%	3,044,818	$122,676,000
≡	COLD	+124%	1.74%	7,780,800	$89,168,000
≡	MOH	+1%	1.65%	633,609	$84,460,000
≡	AERO	+1%	1.34%	4,880,188	$68,371,000
≡	NCLH	Newly reported	1.33%	3,630,000	$67,881,000
≡	PCVX	Newly reported	0.91%	800,000	$46,488,000
≡	DNOW	Newly reported	0.84%	3,625,000	$43,174,000
≡	FIS	SOLD	—	—	—
≡	DG	SOLD	—	—	—
≡	FISV	SOLD	—	—	—
≡	CRH	SOLD	—	—	—
≡	LBTYA	SOLD	—	—	—
≡	TBN	SOLD	—	—	—

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