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SEC FORM 13F

Seth Klarman

Baupost Group

As filed
2026-03-31
Shown
17 / 22
13F value
$5.1M

This quarter's moves (2026-03-31)

New buys5

Aon Class A, Visa Class A, Teleflex …

Added8

Amazon Com, Wesco International, Elevance Health …

Trimmed4

Union Pacific, Willis Towers Watson, Eagle Materials …

Holdings

By weight

  1. 1
    Amazon Com15.8%
    AMZN-US · $649.5KAdded+997,363 sh
  2. 2
    Wesco International9.5%
    WCC-US · $393.2KAdded+18,050 sh
  3. 3
    Union Pacific9.1%
    UNP-US · $373.9KTrimmed-86,259 sh
  4. 4
    Elevance Health9.1%
    ELV-US · $373.3KAdded+5,852 sh
  5. 5
    Alphabet Class C8.2%
    GOOG-US · $338.8KAdded+93,950 sh
  6. 6
    Ferguson8.2%
    FERG-US · $336.5KAdded+305,376 sh
  7. 7
    Willis Towers Watson6.3%
    WTW-US · $259.6KTrimmed-464,475 sh
  8. 8
    Aon Class A6%
    AON-US · $248.2KNew
  9. 9
    Visa Class A5.1%
    V-US · $212KNew
  10. 10
    Teleflex4.6%
    TFX-US · $190.8KNew
  11. 11
    Eagle Materials4.1%
    EXP-US · $169.1KTrimmed-292,485 sh
  12. 12
    Genuine Parts3.8%
    GPC-US · $157.6KAdded+4,260 sh
  13. 13
    Liberty Global Class C3.8%
    LBTYK-US · $157.2KTrimmed-7,487,534 sh
  14. 14
    Americold Realty2.2%
    COLD-US · $89.2KAdded+4,305,115 sh
  15. 15
    Molina Healthcare2%
    MOH-US · $84.5KAdded+8,609 sh
  16. 16
    Vaxcyte1.1%
    PCVX-US · $46.5KNew
  17. 17
    NOW1%
    DNOW-US · $43.2KNew

Factual information from reported filings; not investment advice.