BAUPOST GROUP LLC/MA
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LBTYK | 13.40M | $157.15M |
 | HLF | 9.26M | $136.31M |
 | QSR | 8.08M | $597.21M |
 | COLD | 7.78M | $89.17M |
 | AERO | 4.88M | $68.37M |
 | NCLH | 3.63M | $67.88M |
 | DNOW | 3.63M | $43.17M |
 | AMZN | 3.12M | $649.54M |
 | GDS | 3.04M | $122.68M |
 | TFX | 1.59M | $190.78M |
 | UNP | 1.54M | $373.88M |
 | GPC | 1.49M | $157.60M |
 | FERG | 1.44M | $336.46M |
 | WCC | 1.44M | $393.16M |
 | ELV | 1.28M | $373.30M |
 | GOOG | 1.18M | $338.82M |
 | WTW | 893K | $259.63M |
 | EXP | 893K | $169.13M |
 | PCVX | 800K | $46.49M |
 | AON | 769K | $248.22M |
Liberty Global plc
LBTYK
Shares Held
13.40M
Value
$157.15M
Herbalife Nutrition Ltd.
HLF
Shares Held
9.26M
Value
$136.31M
Restaurant Brands International Inc.
QSR
Shares Held
8.08M
Value
$597.21M
Americold Realty Trust, Inc.
COLD
Shares Held
7.78M
Value
$89.17M
Grupo Aeroméxico, S.A.B. de C.V.
AERO
Shares Held
4.88M
Value
$68.37M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
3.63M
Value
$67.88M
Dnow Inc.
DNOW
Shares Held
3.63M
Value
$43.17M
Amazon.com, Inc.
AMZN
Shares Held
3.12M
Value
$649.54M
GDS Holdings Limited
GDS
Shares Held
3.04M
Value
$122.68M
Teleflex Incorporated
TFX
Shares Held
1.59M
Value
$190.78M
Union Pacific Corporation
UNP
Shares Held
1.54M
Value
$373.88M
Genuine Parts Company
GPC
Shares Held
1.49M
Value
$157.60M
Ferguson plc
FERG
Shares Held
1.44M
Value
$336.46M
WESCO International, Inc.
WCC
Shares Held
1.44M
Value
$393.16M
Elevance Health Inc.
ELV
Shares Held
1.28M
Value
$373.30M
Alphabet Inc.
GOOG
Shares Held
1.18M
Value
$338.82M
Willis Towers Watson Public Limited Company
WTW
Shares Held
893K
Value
$259.63M
Eagle Materials Inc.
EXP
Shares Held
893K
Value
$169.13M
Vaxcyte, Inc.
PCVX
Shares Held
800K
Value
$46.49M
Aon plc
AON
Shares Held
769K
Value
$248.22M