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COLD position history

The shares of Americold Realty Trust (COLD) that BAUPOST GROUP LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 3,600,000 shares, $44M, 0.92% of portfolio, New
  2. 2025 Q4: 3,475,685 shares, $45M, 0.85% of portfolio, Reduce −3.5%
  3. 2026 Q1: 7,780,800 shares, $89M, 1.7% of portfolio, Add +123.9%
  4. 2026 Q2: 6,830,230 shares, $107M, 2.0% of portfolio, Reduce −12.2%
Holdings date Value % of holdings Shares Filing date All 13F holders