Seth Klarman
Baupost Group · SEC CIK 1061768
Margin of safety above all; patience is an edge.
Q1 2026
Latest 13F
$5.12B
Filed US book
22
Positions
Largest holdings, as filed
Top 15 of 22 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| AMAZON COM INC | AMZN | $649.54M | 12.7% |
| RESTAURANT BRANDS INTL INC | QSR | $597.21M | 11.7% |
| WESCO INTL INC | WCC | $393.16M | 7.7% |
| UNION PAC CORP | UNP | $373.88M | 7.3% |
| ELEVANCE HEALTH INC FORMERLY | ELV | $373.30M | 7.3% |
| ALPHABET INC | GOOG | $338.82M | 6.6% |
| FERGUSON ENTERPRISES INC | FERG | $336.46M | 6.6% |
| WILLIS TOWERS WATSON PLC LTD | $259.63M | 5.1% | |
| AON PLC | $248.22M | 4.8% | |
| VISA INC | V | $211.98M | 4.1% |
| TELEFLEX INCORPORATED | TFX | $190.78M | 3.7% |
| EAGLE MATLS INC | EXP | $169.13M | 3.3% |
| GENUINE PARTS CO | GPC | $157.60M | 3.1% |
| LIBERTY GLOBAL LTD | $157.15M | 3.1% | |
| HERBALIFE LTD | $136.31M | 2.7% |
Inside the app: the full book for Baupost Group, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.