Manager
BAUPOST GROUP LLC/MA
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/14/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Exit | FIDELITY NATL INFORMATION SV | -4,503,801 | -5.67 pp |
| Exit | DOLLAR GEN CORP NEW | -2,062,821 | -5.19 pp |
| New | AON PLC | +769,000 | +4.85 pp |
| New | VISA INC | +701,355 | +4.14 pp |
| New | TELEFLEX INCORPORATED | +1,595,000 | +3.73 pp |
| Reduce | WILLIS TOWERS WATSON PLC LTD | -464,475 | -3.38 pp |
| Add | AMAZON COM INC | +997,363 | +3.42 pp |
| Exit | FISERV INC | -2,200,000 | -2.80 pp |
| Exit | CRH PLC | -1,072,957 | -2.54 pp |
| Add | FERGUSON ENTERPRISES INC | +305,376 | +1.78 pp |
| Reduce | EAGLE MATLS INC | -292,485 | -1.33 pp |
| Reduce | LIBERTY GLOBAL LTD | -7,487,534 | -1.30 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000106176826000007 | Q1 2026 | 22 | 5,115,380 | 13F-HR | 5/14/2026 | BAUPOST GROUP LLC/MA |
| 000106176826000005 | Q4 2025 | 22 | 5,278,590 | 13F-HR | 2/13/2026 | BAUPOST GROUP LLC/MA |
| 000106176825000007 | Q3 2025 | 22 | 4,790,804 | 13F-HR | 11/13/2025 | BAUPOST GROUP LLC/MA |
| 000106176825000005 | Q2 2025 | 23 | 4,130,042 | 13F-HR | 8/13/2025 | BAUPOST GROUP LLC/MA |
| 000106176825000003 | Q1 2025 | 23 | 3,496,062 | 13F-HR | 5/14/2025 | BAUPOST GROUP LLC/MA |
| 000106176825000002 | Q4 2024 | 22 | 3,434,526 | 13F-HR | 2/13/2025 | BAUPOST GROUP LLC/MA |
| 000106176824000005 | Q3 2024 | 21 | 3,516,299 | 13F-HR | 11/13/2024 | BAUPOST GROUP LLC/MA |