SK
Seth Klarman (Baupost Group) disclosed new in UNION PAC CORP
Seth Klarman (Baupost Group) filed a 13F change in UNION PAC CORP (907818108) on 2025-11-13, covering period end 2025-09-30.
Action
New
Capital
$353,658 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
27 changes from Seth Klarman (Baupost Group), filed 2025-11-13 for period end 2025-09-30.
$4.8M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
907818108 UNION PAC CORP | New | $353,658 | $353,658 | 7.38% |
76131D103 RESTAURANT BRANDS INTL INC | Increased | $260,892 | $529,337 | 5.45% |
372460105 GENUINE PARTS CO | New | $193,347 | $193,347 | 4.04% |
36752103 ELEVANCE HEALTH INC FORMERLY | Increased | $186,596 | $426,195 | 3.89% |
92552V100 VIASAT INC | Sold out | -$134,185 | $0 | 2.80% |
95082P105 WESCO INTL INC | Reduced | -$90,925 | $317,923 | 1.90% |
26969P108 EAGLE MATLS INC | Increased | $82,300 | $218,978 | 1.72% |
530307305 LIBERTY BROADBAND CORP | Sold out | -$73,353 | $0 | 1.53% |
G4705A100 ICON PLC | Sold out | -$58,907 | $0 | 1.23% |
31620M106 FIDELITY NATL INFORMATION SV | Reduced | -$58,626 | $249,894 | 1.22% |
G25508105 CRH PLC | Increased | $54,498 | $405,669 | 1.14% |
G0250X107 AMCOR PLC | Sold out | -$50,545 | $0 | 1.06% |
03064D108 AMERICOLD REALTY TRUST INC | New | $44,064 | $44,064 | 0.92% |
337738108 FISERV INC | Reduced | -$38,915 | $115,392 | 0.81% |
256677105 DOLLAR GEN CORP NEW | Reduced | -$29,415 | $275,622 | 0.61% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Reduced | -$26,579 | $376,218 | 0.55% |
36165L108 GDS HLDGS LTD | Increased | $26,422 | $125,773 | 0.55% |
02079K107 ALPHABET INC | Reduced | -$14,693 | $452,550 | 0.31% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $13,009 | $259,502 | 0.27% |
12685JAG0 CABLE ONE INC | New | $12,068 | $12,068 | 0.25% |
G61188101 LIBERTY GLOBAL LTD | Increased | $7,362 | $58,180 | 0.15% |
87507T101 TAMBORAN RES CORP | Increased | $3,459 | $15,629 | 0.07% |
G4412G101 HERBALIFE LTD | Reduced | -$1,397 | $65,493 | 0.03% |
G68707101 PAGSEGURO DIGITAL LTD | Increased | $900 | $25,000 | 0.02% |
530307107 LIBERTY BROADBAND CORP | Sold out | -$740 | $0 | 0.02% |
G61188127 LIBERTY GLOBAL LTD | Increased | $257 | $254,479 | 0.01% |
42703MAF0 HERBALIFE LTD | Increased | $210 | $15,833 | 0.00% |