Featured 13F manager
Baupost Group LLC Seth Klarman
Boston, MA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.4B
- 23 Positions
- 2026 Q2
- +5.9% QoQ
- Top 5 50.0%
Portfolio
top 5 50.0% · top 10 74.9%
- AMZN - Amazon 16.5%
- ELV - Elevance 9.1%
- QSR - Restaurant Brands Intl 9.0%
- GOOG - Alphabet · CL C 9.0%
- FERG - Ferguson Enterprises 6.4%
- GPC - Genuine Parts 6.1%
- UNP - Union Pac 6.0%
- V - VISA · CL A 4.4%
- WCC - Wesco Intl 4.2%
- AON - AON PLC · CL A 4.2%
- TFX - Teleflex 3.3%
- NCLH - Norwegian Cruise Line 3.0%
- Other 18.8%
AUM over time
Book
| LBTYK — · CL C | 20.44% | Hold | 42,311,011 | $17.64 | $746M | — | — |
| GOOG - Alphabet · CL C | 12.34% | Add +0.3% | 2,957,652 | $152.26 | $450M | +8,114 | +$35M |
| WTW - Willis Towers Watson | 11.72% | Hold | 1,555,667 | $275.00 | $428M | — | — |
| FIS - Fidelity Natl Info | 11.34% | Reduce −12.3% | 5,578,969 | $74.18 | $414M | −781,750 | +$32M |
| VSAT - Viasat | 7.45% | Reduce −7.1% | 15,030,838 | $18.09 | $272M | −1,144,001 | −$180M |
| CRH - CRH PLC | 6.40% | Reduce −19.0% | 2,709,543 | $86.26 | $234M | −636,000 | +$2M |
| CLVT - Clarivate | 6.23% | Add +20.0% | 30,598,402 | $7.43 | $227M | +5,098,402 | −$9M |
| Liberty Media Del | 3.54% | Reduce −70.7% | 4,351,048 | $29.71 | $129M | −10,500,000 | −$298M |
| LBTYA - Liberty Global · CL A | 3.33% | Hold | 7,194,276 | $16.92 | $122M | — | — |
| JAZZ - Jazz Pharmaceuticals | 2.75% | Hold | 833,696 | $120.42 | $100M | — | — |
| Liberty Media Del | 2.18% | Reduce −67.3% | 2,677,656 | $29.70 | $80M | −5,500,000 | −$156M |
| J - Jacobs Solutions | 2.13% | Reduce −30.4% | 506,786 | $153.73 | $78M | −221,000 | −$17M |
| EXP - Eagle Matls | 1.95% | New | 262,000 | $271.75 | $71M | +262,000 | +$71M |
| Theravance Biopharma | 1.62% | Reduce −11.1% | 6,594,126 | $8.97 | $59M | −825,100 | −$24M |
| WCC - Wesco Intl | 0.97% | New | 205,724 | $171.28 | $35M | +205,724 | +$35M |
| WBD - Warner Bros Discovery | 0.89% | Reduce −85.3% | 3,713,930 | $8.73 | $32M | −21,521,164 | −$255M |
| Herbalife | 0.62% | Add +33.6% | 2,244,923 | $10.05 | $23M | +565,124 | −$3M |
| GDS — | 0.47% | New | 2,600,000 | $6.65 | $17M | +2,600,000 | +$17M |
| OPTU - Altice USA · CL A | 0.34% | Hold | 4,774,615 | $2.61 | $12M | — | — |
| FTRE - Fortrea | 0.33% | New | 303,797 | $40.14 | $12M | +303,797 | +$12M |
| Soundhound Ai · CLASS A | 0.15% | New | 1,130,636 | $4.91 | $6M | +1,130,636 | +$6M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TSEM - Tower Semiconductor | 1.80% | Exit | 0 | $30.52 | $83M | −2,710,852 | −$83M |
| Liberty Media Del | 1.51% | Exit | 0 | $36.55 | $69M | −1,899,547 | −$69M |
| SSNC - SS&C Technologies | 1.37% | Exit | 0 | $61.11 | $63M | −1,028,545 | −$63M |
| GTN - Gray Television | 0.73% | Exit | 0 | $8.96 | $34M | −3,760,000 | −$34M |
| GTX - Garrett Motion | 0.63% | Exit | 0 | $9.67 | $29M | −2,994,289 | −$29M |
| Liberty Media Del | 0.59% | Exit | 0 | $37.39 | $27M | −718,270 | −$27M |
| Finch Therapeutics Group | 0.01% | Exit | 0 | $3.61 | $243K | −67,296 | −$243K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 23 | $5.4B | +5.9% | 13F-HR | 8/13/2026 | 000106176826000010 |
| 2026 Q1 | 22 | $5.1B | −3.1% | 13F-HR | 5/14/2026 | 000106176826000007 |
| 2025 Q4 | 22 | $5.3B | +10.2% | 13F-HR | 2/13/2026 | 000106176826000005 |
| 2025 Q3 | 22 | $4.8B | +16.0% | 13F-HR | 11/13/2025 | 000106176825000007 |
| 2025 Q2 | 23 | $4.1B | +18.1% | 13F-HR | 8/13/2025 | 000106176825000005 |
| 2025 Q1 | 23 | $3.5B | +1.8% | 13F-HR | 5/14/2025 | 000106176825000003 |
| 2024 Q4 | 22 | $3.4B | −2.3% | 13F-HR | 2/13/2025 | 000106176825000002 |
| 2024 Q3 | 21 | $3.5B | −3.2% | 13F-HR | 11/13/2024 | 000106176824000005 |
| 2024 Q2 | 24 | $3.6B | −0.5% | 13F-HR | 8/13/2024 | 000156761924000363 |
| 2024 Q1 | 22 | $3.7B | −20.4% | 13F-HR | 5/14/2024 | 000156761924000317 |
| 2023 Q4 | 23 | $4.6B | −12.1% | 13F-HR | 2/13/2024 | 000156761924000192 |
| 2023 Q3 | 32 | $5.2B | −7.1% | 13F-HR | 11/13/2023 | 000156761923007709 |
| 2023 Q2 | 29 | $5.6B | −4.0% | 13F-HR | 8/11/2023 | 000156761923006910 |
| 2023 Q1 | 31 | $5.8B | −4.6% | 13F-HR | 5/12/2023 | 000156761923006061 |
| 2022 Q4 | 34 | $6.1B | +5.8% | 13F-HR | 2/13/2023 | 000156761923002543 |
| 2022 Q3 | 45 | $5.8B | −14.4% | 13F-HR | 11/14/2022 | 000156761922020125 |
| 2022 Q2 | 52 | $6.8B | −27.2% | 13F-HR | 8/12/2022 | 000156761922015853 |
| 2022 Q1 | 55 | $9.3B | −8.2% | 13F-HR | 5/13/2022 | 000156761922010529 |
| 2021 Q4 | 54 | $10.1B | −7.0% | 13F-HR | 2/11/2022 | 000156761922003626 |
| 2021 Q3 | 57 | $10.9B | — | 13F-HR | 11/12/2021 | 000156761921020056 |
About
BAUPOST GROUP LLC
SEC: BAUPOST GROUP LLC/MA
20 processed 13Fs on this site · 2021 Q3–2026 Q2