Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAUPOST GROUP LLC/MA (CIK 1061768) reported $5.12B across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($649.5M, 12.70%), QSR ($597.2M, 11.67%), WCC ($393.2M, 7.69%), UNP ($373.9M, 7.31%), ELV ($373.3M, 7.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $649.5M | 12.70% | 3.1M | Added |
| 2 | QSR | RESTAURANT BRANDS INTL INC | $597.2M | 11.67% | 8.1M | Hold |
| 3 | WCC | WESCO INTL INC | $393.2M | 7.69% | 1.4M | Added |
| 4 | UNP | UNION PAC CORP | $373.9M | 7.31% | 1.5M | Trimmed |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | $373.3M | 7.30% | 1.3M | Added |
| 6 | GOOG | ALPHABET INC | $338.8M | 6.62% | 1.2M | Added |
| 7 | FERG | FERGUSON ENTERPRISES INC | $336.5M | 6.58% | 1.4M | Added |
| 8 | WTW | WILLIS TOWERS WATSON PLC LTD | $259.6M | 5.08% | 893,126 | Trimmed |
| 9 | AON | AON PLC | $248.2M | 4.85% | 769,000 | New |
| 10 | V | VISA INC | $212.0M | 4.14% | 701,355 | New |
| 11 | TFX | TELEFLEX INCORPORATED | $190.8M | 3.73% | 1.6M | New |
| 12 | EXP | EAGLE MATLS INC | $169.1M | 3.31% | 892,763 | Trimmed |
| 13 | GPC | GENUINE PARTS CO | $157.6M | 3.08% | 1.5M | Added |
| 14 | LBTYK | LIBERTY GLOBAL LTD | $157.2M | 3.07% | 13.4M | Trimmed |
| 15 | HLF | HERBALIFE LTD | $136.3M | 2.66% | 9.3M | Hold |
| 16 | GDS | GDS HLDGS LTD | $122.7M | 2.40% | 3.0M | Hold |
| 17 | COLD | AMERICOLD REALTY TRUST INC | $89.2M | 1.74% | 7.8M | Added |
| 18 | MOH | MOLINA HEALTHCARE INC | $84.5M | 1.65% | 633,609 | Added |
| 19 | GRUPO AEROMEXICO SAB DE CV | $68.4M | 1.34% | 4.9M | Added | |
| 20 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $67.9M | 1.33% | 3.6M | New |
| 21 | PCVX | VAXCYTE INC | $46.5M | 0.91% | 800,000 | New |
| 22 | DNOW | DNOW INC | $43.2M | 0.84% | 3.6M | New |
| 23 | FISV | FISERV INC | $0 | 0.00% | 0 | Exited |
| 24 | TBN | TAMBORAN RES CORP | $0 | 0.00% | 0 | Exited |
| 25 | LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31