Baupost Group
SuperinvestorBaupost Group LLC
- SEC CIK
- 0001061768
- Manager
- Seth Klarman
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 22
- +1 vs. Q3 2024
- Portfolio value
- $3.43B
- −$81.8M (−2.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LBRDALiberty Broadband Corp | COM SER A | 7,560 | $562.0K | <0.1% | 00.0% | Unchanged | History |
| TBNTamboran Resources Corp | COM | 570,833 | $12.0M | 0.3% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 170,610 | $12.8M | 0.4% | 00.0% | Unchanged | History |
| Herbalife Ltd.42703MAF0 | NOTE 4.250% 6/1 | – | $13.1M | 0.4% | – | – | – |
| GPCGenuine Parts Co | Stock | 315,337 | $36.8M | 1.1% | +315,337 | New | History |
| HLFHerbalife Ltd. | COM SHS | 7,600,526 | $50.8M | 1.5% | +2,476,000+48.3% | Added | History |
| LBTYALiberty Global Ltd. | COM CL A | 5,201,444 | $66.4M | 1.9% | −1,992,832−27.7% | Reduced | History |
| HUMHumana Inc | Stock | 346,000 | $87.8M | 2.6% | +346,000 | New | History |
| SOLVSolventum Corp | Stock | 1,446,300 | $95.5M | 2.8% | −373,700−20.5% | Reduced | History |
| SNNRFSunrise Communications AG | ADS CL A | 2,335,263 | $100.6M | 2.9% | +2,335,263 | New | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 4,249,952 | $101.0M | 2.9% | 00.0% | Unchanged | History |
| VSATViasat Inc | COM | 12,222,590 | $104.0M | 3.0% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 2,060,800 | $156.3M | 4.5% | −243,000−10.5% | Reduced | History |
| EXPEagle Materials Inc | COM | 638,223 | $157.5M | 4.6% | +137,950+27.6% | Added | History |
| CLVTClarivate PLC | ORD SHS | 36,279,205 | $184.3M | 5.4% | −2,650,430−6.8% | Reduced | History |
| QSRRestaurant Brands International Inc. | COM | 2,901,700 | $189.1M | 5.5% | +2,873,406+10,155.5% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,132,000 | $196.5M | 5.7% | +1,132,000 | New | History |
| CRHCRH Public Ltd Co | ORD | 2,641,402 | $244.4M | 7.1% | +4,800+0.2% | Added | History |
| WCCWesco International Inc | COM | 1,435,671 | $259.8M | 7.6% | +177,671+14.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,425,988 | $271.6M | 7.9% | −39,600−2.7% | Reduced | History |
| LBTYKLiberty Global Ltd. | COM CL C | 39,453,843 | $518.4M | 15.1% | −2,857,168−6.8% | Reduced | History |
| WTWWillis Towers Watson PLC | SHS | 1,836,748 | $575.3M | 16.8% | +55,542+3.1% | Added | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| FISFidelity National Information Services, Inc. | Stock | 971,460 | $81.4M | 2.3% | History |
| JJacobs Solutions Inc. | COM | 350,681 | $45.9M | 1.3% | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 2,293,167 | $45.9M | 1.3% | History |