Manager activity
BAUPOST GROUP LLC/MA
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/14/2026 · Full comparison · All filings
New · 6
Add · 9
Reduce · 4
Exit · 6
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | FIDELITY NATL INFORMATION SV | -4,503,801 | Exit | -5.67 pp | 5/14/2026 |
| Exit | DOLLAR GEN CORP NEW | -2,062,821 | Exit | -5.19 pp | 5/14/2026 |
| New | AON PLC | +769,000 | New | +4.85 pp | 5/14/2026 |
| New | VISA INC | +701,355 | New | +4.14 pp | 5/14/2026 |
| New | TELEFLEX INCORPORATED | +1,595,000 | New | +3.73 pp | 5/14/2026 |
| Reduce | WILLIS TOWERS WATSON PLC LTD | -464,475 | -34.2% | -3.38 pp | 5/14/2026 |
| Add | AMAZON COM INC | +997,363 | +47.0% | +3.42 pp | 5/14/2026 |
| Exit | FISERV INC | -2,200,000 | Exit | -2.80 pp | 5/14/2026 |
| Exit | CRH PLC | -1,072,957 | Exit | -2.54 pp | 5/14/2026 |
| Add | FERGUSON ENTERPRISES INC | +305,376 | +26.9% | +1.78 pp | 5/14/2026 |
| Reduce | EAGLE MATLS INC | -292,485 | -24.7% | -1.33 pp | 5/14/2026 |
| Reduce | LIBERTY GLOBAL LTD | -7,487,534 | -35.9% | -1.30 pp | 5/14/2026 |
| Add | ELEVANCE HEALTH INC FORMERLY | +5,852 | +0.5% | -1.13 pp | 5/14/2026 |
| New | NORWEGIAN CRUISE LINE HLDGS | +3,630,000 | New | +1.33 pp | 5/14/2026 |
| New | VAXCYTE INC | +800,000 | New | +0.91 pp | 5/14/2026 |
| Add | WESCO INTL INC | +18,050 | +1.3% | +1.11 pp | 5/14/2026 |
| Add | AMERICOLD REALTY TRUST INC | +4,305,115 | +123.9% | +0.90 pp | 5/14/2026 |
| New | DNOW INC | +3,625,000 | New | +0.84 pp | 5/14/2026 |
| Add | GRUPO AEROMEXICO SAB DE CV | +25,008 | +0.5% | -0.68 pp | 5/14/2026 |
| Add | GENUINE PARTS CO | +4,260 | +0.3% | -0.38 pp | 5/14/2026 |
| Add | MOLINA HEALTHCARE INC | +8,609 | +1.4% | -0.40 pp | 5/14/2026 |
| Exit | LIBERTY GLOBAL LTD | -2,080,456 | Exit | -0.44 pp | 5/14/2026 |
| Exit | TAMBORAN RES CORP | -257,226 | Exit | -0.13 pp | 5/14/2026 |
| Reduce | UNION PAC CORP | -86,259 | -5.3% | +0.18 pp | 5/14/2026 |
| Add | ALPHABET INC | +93,950 | +8.6% | +0.16 pp | 5/14/2026 |