Baupost Group
SuperinvestorBaupost Group LLC
- SEC CIK
- 0001061768
- Manager
- Seth Klarman
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 23
- 0 vs. Q1 2025
- Portfolio value
- $4.13B
- +$634.0M (+18.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 2,633,988 | $467.2M | 11.3% | +556,000+26.8% | Added | History |
| WCCWesco International Inc | COM | 2,207,601 | $408.8M | 9.9% | +202,000+10.1% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 1,314,184 | $402.8M | 9.8% | −211,483−13.9% | Reduced | History |
| CRHCRH Public Ltd Co | ORD | 3,825,395 | $351.2M | 8.5% | +1,131,000+42.0% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 3,789,711 | $308.5M | 7.5% | +296,764+8.5% | Added | History |
| DGDollar General Corp | COM | 2,666,876 | $305.0M | 7.4% | +562,000+26.7% | Added | History |
| QSRRestaurant Brands International Inc. | COM | 4,049,562 | $268.4M | 6.5% | +163,000+4.2% | Added | History |
| LBTYKLiberty Global Ltd. | COM CL C | 24,657,803 | $254.2M | 6.2% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,132,000 | $246.5M | 6.0% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 616,000 | $239.6M | 5.8% | +370,000+150.4% | Added | History |
| FISVFiserv Inc | Stock | 895,000 | $154.3M | 3.7% | +895,000 | New | History |
| EXPEagle Materials Inc | COM | 676,257 | $136.7M | 3.3% | −233,376−25.7% | Reduced | History |
| VSATViasat Inc | COM | 9,190,728 | $134.2M | 3.2% | −1,000,000−9.8% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 3,249,952 | $99.4M | 2.4% | −1,000,000−23.5% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 745,610 | $73.4M | 1.8% | +575,000+337.0% | Added | History |
| HLFHerbalife Ltd. | COM SHS | 7,759,844 | $66.9M | 1.6% | +159,318+2.1% | Added | History |
| ICLRIcon PLC | COM | 405,000 | $58.9M | 1.4% | 00.0% | Unchanged | History |
| LBTYALiberty Global Ltd. | COM CL A | 5,076,762 | $50.8M | 1.2% | 00.0% | Unchanged | History |
| AMCRAmcor plc | ORD | 5,500,000 | $50.5M | 1.2% | +5,500,000 | New | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 2,500,000 | $24.1M | 0.6% | +2,500,000 | New | History |
| Herbalife Ltd.42703MAF0 | NOTE 4.250% 6/1 | – | $15.6M | 0.4% | – | – | – |
| TBNTamboran Resources Corp | COM | 570,833 | $12.2M | 0.3% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 7,560 | $740.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.