Seth Klarman

Baupost Group

Seth Klarman (Baupost Group) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Seth Klarman (Baupost Group) portfolio page tracks Baupost Group holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Baupost Group owns and how disclosed positions change over time. Seth Klarman (Baupost Group)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Fidelity National Information Services Inc (FIS), Dollar General Corporation (DG), Aon PLC (AON), Visa Inc (V), and Teleflex Inc (TFX). Investors use Baupost Group 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Elevance Health, Inc. Common StockELV · Q1 2026$0.2927$418.15+$533M+142735.3%$533M
WESCO International, Inc. (WCC)WCC · Q1 2026$0.2736$368.57+$529M+134601.5%$530M
Americold Realty Trust Common Shares (COLD)COLD · Q1 2026$0.0115$15.33+$119M+133669.6%$119M
Molina Healthcare IncMOH · Q1 2026$0.1333$177.87+$113M+133336.0%$113M
Alphabet Cl CGOOG · Q1 2026$0.2869$334.69+$395M+116573.7%$395M
Amazon.com IncAMZN · Q1 2026$0.2083$232.69+$725M+111625.1%$726M
Visa IncV · Q1 2026$0.3022$336.23+$236M+111145.8%$236M
Union Pacific CorpUNP · Q1 2026$0.2426$268.67+$414M+110637.0%$414M
Dnow Inc.DNOW · Q1 2026$0.0119$13.11+$47M+109974.9%$48M
Eagle Materials Inc.EXP · Q1 2026$0.1895$206.79+$184M+109052.8%$185M
Teleflex IncTFX · Q1 2026$0.1196$130.06+$207M+108636.7%$207M
Aon PLCAON · Q1 2026$0.3228$328.69+$253M+101730.9%$253M
Restaurant Brands International IncQSR · Q1 2026$0.0739$74.72+$603M+100994.8%$604M
Ferguson PLCFERG · Q1 2026$0.2333$229.80+$331M+98416.6%$331M
Norwegian Cruise Line Holdings Ltd (2)NCLH · Q1 2026$0.0187$18.15+$66M+96958.8%$66M
Genuine Parts CompanyGPC · Q1 2026$0.1057$98.40+$146M+92949.8%$147M
Willis Towers Watson Public Limited Company - Ordinary SharesWTW · Q1 2026$0.2907$258.12+$230M+88692.5%$231M
VAXCYTE INCPCVX · Q1 2026$0.0581$51.02+$41M+87699.0%$41M
GDS Holdings LimitedGDS · Q1 2026$0.0403$33.76+$103M+83692.3%$103M
Herbalife Nutrition LtdHLF · Q1 2026$0.0147$12.29+$114M+83391.8%$114M