Institutional filer · CIK 0001061768

Baupost Group reported holdings.

Reported positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.

Reported book

Filing lines parsed

Holdings published

Current reported holdings

Top 23 positions by filed value

As of 2026-06-30; filed 2026-08-13. Reported changes appear only when both exact quarter filing receipts are present.

Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
1
AMZNAMAZON COM INC

CUSIP 023135106

Reported long

Filed value

Weight / quantity

Reported change

+625,100 sharesFiled value +$242,767 · +37.4%Prior receipt ↗
3
RESTAURANT BRANDS INTL INC

CUSIP 76131D103

Reported long

Filed value

Weight / quantity

Reported change

-1,327,000 sharesFiled value -$107,596 · -18.0%Prior receipt ↗
4
GOOGALPHABET INC

CUSIP 02079K107

Reported long

Filed value

Weight / quantity

Reported change

+190,800 sharesFiled value +$145,925 · +43.1%Prior receipt ↗
5
FERGUSON ENTERPRISES INC

CUSIP 31488V107

Reported long

Filed value

Weight / quantity

Reported change

+8,183 sharesFiled value +$7,812 · +2.3%Prior receipt ↗
6
GENUINE PARTS CO

CUSIP 372460105

Reported long

Filed value

Weight / quantity

Reported change

+1,325,830 sharesFiled value +$174,649 · +110.8%Prior receipt ↗
7
UNION PAC CORP

CUSIP 907818108

Reported long

Filed value

Weight / quantity

Reported change

-355,600 sharesFiled value -$51,449 · -13.8%Prior receipt ↗
8
VVISA INC

CUSIP 92826C839

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value +$28,650 · +13.5%Prior receipt ↗
9
WESCO INTL INC

CUSIP 95082P105

Reported long

Filed value

Weight / quantity

Reported change

-774,000 sharesFiled value -$164,180 · -41.8%Prior receipt ↗
10
AON PLC

CUSIP G0403H108

Reported long

Filed value

Weight / quantity

Reported change

-82,000 sharesFiled value -$20,347 · -8.2%Prior receipt ↗
11
TELEFLEX INCORPORATED

CUSIP 879369106

Reported long

Filed value

Weight / quantity

Reported change

-186,000 sharesFiled value -$12,173 · -6.4%Prior receipt ↗
12
NORWEGIAN CRUISE LINE HLDGS

CUSIP G66721104

Reported long

Filed value

Weight / quantity

Reported change

+4,100,000 sharesFiled value +$95,299 · +140.4%Prior receipt ↗
13
MOLINA HEALTHCARE INC

CUSIP 60855R100

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value +$60,446 · +71.6%Prior receipt ↗
14
CME GROUP INC

CUSIP 12572Q105

Reported long

Filed value

Weight / quantity

Reported change

+619,000 sharesFiled value +$136,694Prior receipt ↗
15
HERBALIFE LTD

CUSIP G4412G101

Reported long

Filed value

Weight / quantity

Reported change

0 sharesFiled value -$14,538 · -10.7%Prior receipt ↗
16
EAGLE MATLS INC

CUSIP 26969P108

Reported long

Filed value

Weight / quantity

Reported change

-362,000 sharesFiled value -$49,712 · -29.4%Prior receipt ↗
17
GDS HLDGS LTD

CUSIP 36165L108

Reported long

Filed value

Weight / quantity

Reported change

+725,000 sharesFiled value -$9,468 · -7.7%Prior receipt ↗
18
AMERICOLD REALTY TRUST INC

CUSIP 03064D108

Reported long

Filed value

Weight / quantity

Reported change

-950,570 sharesFiled value +$18,203 · +20.4%Prior receipt ↗
19
LIBERTY GLOBAL LTD

CUSIP G61188127

Reported long

Filed value

Weight / quantity

Reported change

-4,854,086 sharesFiled value -$63,175 · -40.2%Prior receipt ↗
21
AXALTA COATING SYS LTD

CUSIP G0750C108

Reported long

Filed value

Weight / quantity

Reported change

+1,274,356 sharesFiled value +$43,608Prior receipt ↗
22
DNOW INC

CUSIP 67011P100

Reported long

Filed value

Weight / quantity

Reported change

-837,000 sharesFiled value -$7,014 · -16.2%Prior receipt ↗
23
PERSHING SQUARE INC

CUSIP 71531U102

Reported long

Filed value

Weight / quantity

Reported change

+392,000 sharesFiled value +$12,881Prior receipt ↗

No longer reported

These positions appear in the prior filing and not in the current filing. That does not prove when or how the position changed.

Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

Weekly Veridion brief

Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.