SEC EDGAR Form 13F
Baupost Group
Baupost Group is a Boston-based investment manager led by Seth Klarman with a long-term, value-oriented, multi-strategy approach across public and private asset classes.
Latest Form 13F: 22 long U.S. equity positions, $5M reported value for the period ended Mar 31, 2026, led by AMAZON COM INC, RESTAURANT BRANDS INTL INC, and WESCO INTL INC.
CIK: 1061768 · Filed: May 14, 2026 · Period: Mar 31, 2026
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →Top reported holdings
Showing the top 22 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 3.1M | $649,543.00 | 12.70% | +47.0% |
| 2 | QSR | RESTAURANT BRANDS INTL INC | 8.1M | $597,208.00 | 11.67% | +0.0% |
| 3 | WCC | WESCO INTL INC | 1.4M | $393,159.00 | 7.69% | +1.3% |
| 4 | UNP | UNION PAC CORP | 1.5M | $373,876.00 | 7.31% | -5.3% |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | 1.3M | $373,301.00 | 7.30% | +0.5% |
| 6 | GOOG | ALPHABET INC | 1.2M | $338,819.00 | 6.62% | +8.6% |
| 7 | FERG | FERGUSON ENTERPRISES INC | 1.4M | $336,457.00 | 6.58% | +26.9% |
| 8 | WTW | WILLIS TOWERS WATSON PLC LTD | 893.1K | $259,632.00 | 5.08% | -34.2% |
| 9 | AON | AON PLC | 769.0K | $248,218.00 | 4.85% | -- |
| 10 | V | VISA INC | 701.4K | $211,978.00 | 4.14% | -- |
| 11 | TFX | TELEFLEX INCORPORATED | 1.6M | $190,778.00 | 3.73% | -- |
| 12 | EXP | EAGLE MATLS INC | 892.8K | $169,134.00 | 3.31% | -24.7% |
| 13 | GPC | GENUINE PARTS CO | 1.5M | $157,604.00 | 3.08% | +0.3% |
| 14 | LBTYK | LIBERTY GLOBAL LTD | 13.4M | $157,150.00 | 3.07% | -35.9% |
| 15 | HLF | HERBALIFE LTD | 9.3M | $136,305.00 | 2.66% | +0.0% |
| 16 | GDS | GDS HLDGS LTD | 3.0M | $122,676.00 | 2.40% | +0.0% |
| 17 | COLD | AMERICOLD REALTY TRUST INC | 7.8M | $89,168.00 | 1.74% | +123.9% |
| 18 | MOH | MOLINA HEALTHCARE INC | 633.6K | $84,460.00 | 1.65% | +1.4% |
| 19 | AERO | GRUPO AEROMEXICO SAB DE CV | 4.9M | $68,371.00 | 1.34% | +0.5% |
| 20 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 3.6M | $67,881.00 | 1.33% | -- |
| 21 | PCVX | VAXCYTE INC | 800.0K | $46,488.00 | 0.91% | -- |
| 22 | DNOW | DNOW INC | 3.6M | $43,174.00 | 0.84% | -- |