Baupost Group LLC activity
Every position Seth Klarman opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
3
Add
6
Reduce
9
Exit
2
20 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CME | New | 0% to 2.5% | $137M | Q1→Q2 |
| AXTA | New | 0% to 0.81% | $44M | Q1→Q2 |
| PS | New | 0% to 0.24% | $13M | Q1→Q2 |
| WTW | Exit | 5.1% to 0% | $260M | Q1→Q2 |
| PCVX | Exit | 0.91% to 0% | $46M | Q1→Q2 |
| AMZN | Add | 12.7% to 16.5% | +20.0% sh | Q1→Q2 |
| GPC | Add | 3.1% to 6.1% | +89.0% sh | Q1→Q2 |
| GOOG | Add | 6.6% to 9.0% | +16.2% sh | Q1→Q2 |
| NCLH | Add | 1.3% to 3.0% | +112.9% sh | Q1→Q2 |
| GDS | Add | 2.4% to 2.1% | +23.8% sh | Q1→Q2 |
| FERG | Add | 6.6% to 6.4% | +0.6% sh | Q1→Q2 |
| WCC | Reduce | 7.7% to 4.2% | −53.9% sh | Q1→Q2 |
| QSR | Reduce | 11.7% to 9.0% | −16.4% sh | Q1→Q2 |
| UNP | Reduce | 7.3% to 6.0% | −23.1% sh | Q1→Q2 |
| LBTYK | Reduce | 3.1% to 1.7% | −36.2% sh | Q1→Q2 |
| EXP | Reduce | 3.3% to 2.2% | −40.5% sh | Q1→Q2 |
| AON | Reduce | 4.9% to 4.2% | −10.7% sh | Q1→Q2 |
| TFX | Reduce | 3.7% to 3.3% | −11.7% sh | Q1→Q2 |
| COLD | Reduce | 1.7% to 2.0% | −12.2% sh | Q1→Q2 |
| DNOW | Reduce | 0.84% to 0.67% | −23.1% sh | Q1→Q2 |