Baupost Group 13F, Q4 2024
Seth Klarman · quarter ending 31 December 2024 · filed 13 February 2025 · SEC CIK 1061768
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON PLC LTD | $575.34M | 16.8% | +3% shares | |
| LIBERTY GLOBAL LTD | $518.42M | 15.1% | -7% shares | |
| ALPHABET INC | GOOG | $271.56M | 7.9% | -3% shares |
| WESCO INTL INC | WCC | $259.80M | 7.6% | +14% shares |
| CRH PLC | $244.38M | 7.1% | unchanged | |
| FERGUSON ENTERPRISES INC | FERG | $196.48M | 5.7% | new |
| RESTAURANT BRANDS INTL INC | QSR | $189.13M | 5.5% | +10156% shares |
| CLARIVATE PLC | $184.30M | 5.4% | -7% shares | |
| EAGLE MATLS INC | EXP | $157.49M | 4.6% | +28% shares |
| DOLLAR GEN CORP NEW | DG | $156.25M | 4.5% | -11% shares |
| VIASAT INC | VSAT | $104.01M | 3.0% | unchanged |
| GDS HLDGS LTD | GDS | $100.98M | 2.9% | unchanged |
| SUNRISE COMMUNICATIONS AG | $100.60M | 2.9% | new | |
| SOLVENTUM CORP | SOLV | $95.54M | 2.8% | -21% shares |
| HUMANA INC | HUM | $87.78M | 2.6% | new |
| LIBERTY GLOBAL LTD | $66.37M | 1.9% | -28% shares | |
| HERBALIFE LTD | $50.85M | 1.5% | +48% shares | |
| GENUINE PARTS CO | GPC | $36.82M | 1.1% | new |
| HERBALIFE LTD | HLF 4.25 06/15/28 | $13.10M | 0.4% | unchanged |
| LIBERTY BROADBAND CORP | LBRDK | $12.76M | 0.4% | unchanged |
| TAMBORAN RES CORP | TBN | $11.98M | 0.3% | unchanged |
| LIBERTY BROADBAND CORP | LBRDA | $562.0K | 0.0% | unchanged |
What changed since Q3 2024
Against the Q3 2024 filing, Baupost Group opened 4 new positions, added to 5, trimmed 6, left 7 unchanged and exited 3. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001061768-25-000002, filed by BAUPOST GROUP LLC/MA. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.