holdwiseInvestor holdings
MenuStocksInvestorsMovesMethodologyNewsletter
Baupost Group

Seth Klarman

Publicly disclosed long equity holdings.

20 / 20 quarters verified
Disclosed long shares$4.8M
Positions20
Top 10 concentration76.7%
New3
Increased4
Valuation basis

Value covers disclosed long shares only; options and principal amounts are excluded. Values flagged by cross-filer unit reconciliation are estimates.

Portfolio holdings

↓ CSV

↔ Scroll table

FiledInvestorStockChangeShares ΔWeightSource
2025-11-13Baupost GroupQSRRESTAURANT BRANDS INTL INCCOMIncreased+103.8%11.11% +4.6 ppSEC filing
2025-11-13Baupost GroupGOOGALPHABET INCCAP STK CL CDecreased-29.5%9.50% -1.9 ppSEC filing
2025-11-13Baupost GroupELVELEVANCE HEALTH INC FORMERLYCOMIncreased+114.1%8.95% +3.1 ppSEC filing
2025-11-13Baupost GroupCRHCrh PlcORDDecreased-11.6%8.52% -0.0 ppSEC filing
2025-11-13Baupost GroupWTWWILLIS TOWERS WATSON PLC LTDSHSDecreased-17.1%7.90% -1.9 ppSEC filing
2025-11-13Baupost GroupUNPUNION PAC CORPCOMNew—7.43% +7.4 ppSEC filing
2025-11-13Baupost GroupWCCWESCO INTL INCCOMDecreased-31.9%6.67% -3.3 ppSEC filing
2025-11-13Baupost GroupDOLLAR GEN CORP NEWDOLLAR GEN CORP NEWCOMUnchanged0.0%5.79% -1.6 ppSEC filing
2025-11-13Baupost GroupFERGFERGUSON ENTERPRISES INCCOMMON STOCK NEWIncreased+2.1%5.45% -0.5 ppSEC filing
2025-11-13Baupost GroupLIBERTY GLOBAL LTDLIBERTY GLOBAL LTDCOM CL CDecreased-12.2%5.34% -0.8 ppSEC filing
2025-11-13Baupost GroupFIDELITY NATL INFORMATION SVFIDELITY NATL INFORMATION SVCOMUnchanged0.0%5.25% -2.3 ppSEC filing
2025-11-13Baupost GroupEAGLE MATLS INCEAGLE MATLS INCCOMIncreased+39.0%4.60% +1.3 ppSEC filing
2025-11-13Baupost GroupGPCGENUINE PARTS COCOMNew—4.06% +4.1 ppSEC filing
2025-11-13Baupost GroupGDS HLDGS LTDGDS HLDGS LTDSPONSORED ADSUnchanged0.0%2.64% +0.2 ppSEC filing
2025-11-13Baupost GroupFISERV INCFISERV INCCOMUnchanged0.0%2.42% -1.3 ppSEC filing
2025-11-13Baupost GroupHERBALIFE LTDHERBALIFE LTDCOM SHSUnchanged0.0%1.38% -0.3 ppSEC filing
2025-11-13Baupost GroupLIBERTY GLOBAL LTDLIBERTY GLOBAL LTDCOM CL AUnchanged0.0%1.22% -0.0 ppSEC filing
2025-11-13Baupost GroupAMERICOLD REALTY TRUST INCAMERICOLD REALTY TRUST INCCOMNew—0.93% +0.9 ppSEC filing
2025-11-13Baupost GroupPAGSEGURO DIGITAL LTDPAGSEGURO DIGITAL LTDCOM CL AUnchanged0.0%0.52% -0.1 ppSEC filing
2025-11-13Baupost GroupTAMBORAN RES CORPTAMBORAN RES CORPCOMUnchanged0.0%0.33% +0.0 ppSEC filing

Latest changes

↔ Scroll table

FiledInvestorStockChangeShares ΔWeightSource
2025-11-13Baupost GroupGOOGALPHABET INCCAP STK CL CDecreased-29.5%9.50% -1.9 ppSEC filing
2025-11-13Baupost GroupQSRRESTAURANT BRANDS INTL INCCOMIncreased+103.8%11.11% +4.6 ppSEC filing
2025-11-13Baupost GroupWCCWESCO INTL INCCOMDecreased-31.9%6.67% -3.3 ppSEC filing
2025-11-13Baupost GroupWTWWILLIS TOWERS WATSON PLC LTDSHSDecreased-17.1%7.90% -1.9 ppSEC filing
2025-11-13Baupost GroupELVELEVANCE HEALTH INC FORMERLYCOMIncreased+114.1%8.95% +3.1 ppSEC filing
2025-11-13Baupost GroupCRHCrh PlcORDDecreased-11.6%8.52% -0.0 ppSEC filing
2025-11-13Baupost GroupUNPUNION PAC CORPCOMNew—7.43% +7.4 ppSEC filing
2025-11-13Baupost GroupLIBERTY GLOBAL LTDLIBERTY GLOBAL LTDCOM CL CDecreased-12.2%5.34% -0.8 ppSEC filing
2025-11-13Baupost GroupFERGFERGUSON ENTERPRISES INCCOMMON STOCK NEWIncreased+2.1%5.45% -0.5 ppSEC filing
2025-11-13Baupost GroupEAGLE MATLS INCEAGLE MATLS INCCOMIncreased+39.0%4.60% +1.3 ppSEC filing
2025-11-13Baupost GroupGPCGENUINE PARTS COCOMNew—4.06% +4.1 ppSEC filing
2025-11-13Baupost GroupVIASAT INCVIASAT INCCOMExited-100.0%0.00% -3.3 ppSEC filing

Portfolio history

Download full history CSV ↓
QuarterPositionsDisclosed long share value
2026 Q223$5.4M
2026 Q122$5.1M
2025 Q422$5.3M
2025 Q320$4.8M
2025 Q222$4.1M
2025 Q122$3.5M
2024 Q421$3.4M
2024 Q320$3.5M
2024 Q223$3.5M
2024 Q121$3.5M
2023 Q423$4.6M
2023 Q331$5.1M
2023 Q228$5.5M
2023 Q130$5.8M
2022 Q432$6.1M
2022 Q345$5.79B
2022 Q251$6.74B
2022 Q154$9.27B
2021 Q453$10.10B
2021 Q356$10.86B

Sources & reporting managers

BAUPOST GROUP LLC/MA · SEC

Original filings & information tables

0001061768-25-000007

0001061768-25-000007

HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.