Holders — by stockHoldings — by fund
BAUPOST GROUP LLC/MA
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001061768
$5.42B
disclosed book value
23
positions
16.5%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 3.7M | $892.3M | 16.5% |
| 2 | ELVELEVANCE HEALTH INC FORMERLY | 1.3M | $493.1M | 9.1% |
| 3 | QSRRESTAURANT BRANDS INTL INC | 6.8M | $489.6M | 9% |
| 4 | GOOGALPHABET INC | 1.4M | $484.7M | 9% |
| 5 | FERGFERGUSON ENTERPRISES INC | 1.5M | $344.3M | 6.4% |
| 6 | GPCGENUINE PARTS CO | 2.8M | $332.3M | 6.1% |
| 7 | UNPUNION PAC CORP | 1.2M | $322.4M | 6% |
| 8 | VVISA INC | 701,355 | $240.6M | 4.4% |
| 9 | WCCWESCO INTL INC | 662,881 | $229.0M | 4.2% |
| 10 | AONAON PLC | 687,000 | $227.9M | 4.2% |
| 11 | TFXTELEFLEX INCORPORATED | 1.4M | $178.6M | 3.3% |
| 12 | NCLHNORWEGIAN CRUISE LINE HLDGS | 7.7M | $163.2M | 3% |
| 13 | MOHMOLINA HEALTHCARE INC | 633,609 | $144.9M | 2.7% |
| 14 | CMECME GROUP INC | 619,000 | $136.7M | 2.5% |
| 15 | HLFHERBALIFE LTD | 9.3M | $121.8M | 2.2% |
| 16 | EXPEAGLE MATLS INC | 530,763 | $119.4M | 2.2% |
| 17 | GDSGDS HLDGS LTD | 3.8M | $113.2M | 2.1% |
| 18 | COLDAMERICOLD REALTY TRUST INC | 6.8M | $107.4M | 2% |
| 19 | LBTYKLIBERTY GLOBAL LTD | 8.5M | $94.0M | 1.7% |
| 20 | AEROGRUPO AEROMEXICO SAB DE CV | 4.9M | $87.8M | 1.6% |
| 21 | AXTAAXALTA COATING SYS LTD | 1.3M | $43.6M | 0.8% |
| 22 | DNOWDNOW INC | 2.8M | $36.2M | 0.7% |
| 23 | PSPERSHING SQUARE INC | 392,000 | $12.9M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.