Baupost Group
SuperinvestorBaupost Group LLC
- SEC CIK
- 0001061768
- Manager
- Seth Klarman
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 23
- +1 vs. Q4 2024
- Portfolio value
- $3.50B
- +$61.5M (+1.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WTWWillis Towers Watson PLC | SHS | 1,525,667 | $515.6M | 14.7% | −311,081−16.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,077,988 | $324.6M | 9.3% | +652,000+45.7% | Added | History |
| WCCWesco International Inc | COM | 2,005,601 | $311.5M | 8.9% | +569,930+39.7% | Added | History |
| LBTYKLiberty Global Ltd. | COM CL C | 24,657,803 | $295.2M | 8.4% | −14,796,040−37.5% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 3,492,947 | $260.9M | 7.5% | +3,492,947 | New | History |
| QSRRestaurant Brands International Inc. | COM | 3,886,562 | $259.0M | 7.4% | +984,862+33.9% | Added | History |
| CRHCRH Public Ltd Co | ORD | 2,694,395 | $237.0M | 6.8% | +52,993+2.0% | Added | History |
| EXPEagle Materials Inc | COM | 909,633 | $201.9M | 5.8% | +271,410+42.5% | Added | History |
| DGDollar General Corp | COM | 2,104,876 | $185.1M | 5.3% | +44,076+2.1% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,132,000 | $181.4M | 5.2% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 4,249,952 | $107.7M | 3.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 246,000 | $107.0M | 3.1% | +246,000 | New | History |
| VSATViasat Inc | COM | 10,190,728 | $106.2M | 3.0% | −2,031,862−16.6% | Reduced | History |
| SOLVSolventum Corp | Stock | 1,053,240 | $80.1M | 2.3% | −393,060−27.2% | Reduced | History |
| ICLRIcon PLC | COM | 405,000 | $70.9M | 2.0% | +405,000 | New | History |
| HLFHerbalife Ltd. | COM SHS | 7,600,526 | $65.6M | 1.9% | 00.0% | Unchanged | History |
| LBTYALiberty Global Ltd. | COM CL A | 5,076,762 | $58.4M | 1.7% | −124,682−2.4% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 10,777,863 | $42.4M | 1.2% | −25,501,342−70.3% | Reduced | History |
| SGISomnigroup International Inc. | COM | 703,349 | $42.1M | 1.2% | +703,349 | New | History |
| Herbalife Ltd.42703MAF0 | NOTE 4.250% 6/1 | – | $14.8M | 0.4% | – | – | – |
| LBRDKLiberty Broadband Corp | COM SER C | 170,610 | $14.5M | 0.4% | 00.0% | Unchanged | History |
| TBNTamboran Resources Corp | COM | 570,833 | $13.7M | 0.4% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 7,560 | $643.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.