Quarter snapshot

Baupost Group

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Quarter: Q2 2026
Filed: 2026-08-13
Portfolio value: $5,415,853,000
Positions: 23
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	PCVX	SOLD	—	—	—
≡	WTW	SOLD	—	—	—
≡	Unmapped CUSIP	NEW	0.24%	392,000	$12,881,000
≡	DNOW	−23%	0.67%	2,788,000	$36,160,000
≡	AXTA	NEW	0.81%	1,274,356	$43,608,000
≡	AERO		1.62%	4,880,188	$87,843,000
≡	LBTYK	−36%	1.74%	8,543,161	$93,975,000
≡	COLD	−12%	1.98%	6,830,230	$107,371,000
≡	GDS	+24%	2.09%	3,769,818	$113,208,000
≡	EXP	−41%	2.21%	530,763	$119,422,000
≡	HLF		2.25%	9,259,844	$121,767,000
≡	CME	NEW	2.52%	619,000	$136,694,000
≡	MOH		2.68%	633,609	$144,906,000
≡	NCLH	+113%	3.01%	7,730,000	$163,180,000
≡	TFX	−12%	3.3%	1,409,000	$178,605,000
≡	AON	−11%	4.21%	687,000	$227,871,000
≡	WCC	−54%	4.23%	662,881	$228,979,000
≡	V		4.44%	701,355	$240,628,000
≡	UNP	−23%	5.95%	1,185,395	$322,427,000
≡	GPC	+89%	6.13%	2,816,178	$332,253,000
≡	FERG	+1%	6.36%	1,450,594	$344,269,000
≡	GOOGL	+16%	8.95%	1,371,931	$484,744,000
≡	QSR	−16%	9.04%	6,753,112	$489,612,000
≡	ELV		9.11%	1,275,154	$493,140,000
≡	AMZN	+20%	16.48%	3,743,854	$892,310,000