SK
Seth Klarman (Baupost Group) disclosed increased in WESCO INTL INC
Seth Klarman (Baupost Group) filed a 13F change in WESCO INTL INC (95082P105) on 2024-11-13, covering period end 2024-09-30.
Action
Increased
Capital
$211,319 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
30 changes from Seth Klarman (Baupost Group), filed 2024-11-13 for period end 2024-09-30.
$3.5M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
256677105 DOLLAR GEN CORP NEW | New | $194,832 | $194,832 | 5.54% |
31620M106 FIDELITY NATL INFORMATION SV | Reduced | -$183,097 | $81,360 | 5.21% |
G61188127 LIBERTY GLOBAL LTD | Increased | $159,089 | $914,341 | 4.52% |
444859102 HUMANA INC | Sold out | -$156,933 | $0 | 4.46% |
G50871105 JAZZ PHARMACEUTICALS PLC | Sold out | -$136,000 | $0 | 3.87% |
69002RAB9 OUTBRAIN INC | Sold out | -$103,267 | $0 | 2.94% |
971378104 WILLSCOT MOBIL MINI HLDNG CO | Sold out | -$92,971 | $0 | 2.64% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $91,394 | $524,619 | 2.60% |
95082P105 WESCO INTL INC | Increased | $84,027 | $211,319 | 2.39% |
G25508105 CRH PLC | Reduced | -$72,393 | $244,518 | 2.06% |
26969P108 EAGLE MATLS INC | Increased | $69,510 | $143,904 | 1.98% |
G21810109 CLARIVATE PLC | Increased | $54,890 | $276,400 | 1.56% |
02079K107 ALPHABET INC | Increased | $48,848 | $245,032 | 1.39% |
36165L108 GDS HLDGS LTD | Increased | $47,217 | $86,699 | 1.34% |
G8807B106 THERAVANCE BIOPHARMA INC | Sold out | -$35,616 | $0 | 1.01% |
G1890L107 CAPRI HOLDINGS LIMITED | Sold out | -$33,080 | $0 | 0.94% |
83444M101 SOLVENTUM CORP | Increased | $30,648 | $126,890 | 0.87% |
92552V100 VIASAT INC | Reduced | -$28,806 | $145,938 | 0.82% |
34965K107 FORTREA HLDGS INC | Reduced | -$27,433 | $45,863 | 0.78% |
G61188101 LIBERTY GLOBAL LTD | Increased | $26,475 | $151,871 | 0.75% |
531229789 LIBERTY MEDIA CORP DEL | Sold out | -$23,459 | $0 | 0.67% |
46982L108 JACOBS SOLUTIONS INC | Reduced | -$23,143 | $45,904 | 0.66% |
9.2343E+106 VERISIGN INC | Sold out | -$18,805 | $0 | 0.53% |
G4412G101 HERBALIFE LTD | Reduced | -$16,399 | $36,845 | 0.47% |
531229813 LIBERTY MEDIA CORP DEL | Sold out | -$13,294 | $0 | 0.38% |
530307305 LIBERTY BROADBAND CORP | New | $13,186 | $13,186 | 0.37% |
42703MAF0 HERBALIFE LTD | New | $12,557 | $12,557 | 0.36% |
87507T101 TAMBORAN RES CORP | New | $11,599 | $11,599 | 0.33% |
76131D103 RESTAURANT BRANDS INTL INC | New | $2,041 | $2,041 | 0.06% |
530307107 LIBERTY BROADBAND CORP | New | $581 | $581 | 0.02% |