Baupost Group LLC

CIK: 1061768

Latest Filing

Filed: February 13, 2026

Total Portfolio Value

$5.28B

Total Holdings

22

Report Period

Dec 2025

Accession Number: 0001061768-26-000005
Report Date: December 31, 2025

Top 10 Holdings

QSR
10.4%
AMZN
9.3%
WTW
8.5%
ELV
8.4%
UNP
7.1%
WCC
6.6%
GOOG
6.5%
FIS
5.7%
DG
5.2%
FERG
4.8%
Others
27.6%
Showing top 10 of 25 total holdings

Holdings (25)

Latest 13F positions

QS
RESTAURANT BRANDS INTL INC
8.08M$551.33M10.4%
-2%
AM
AMAZON COM INC
2.12M$489.66M9.3%
+100%
WT
WILLIS TOWERS WATSON PLC LTD
1.36M$446.11M8.5%
+25%
EL
ELEVANCE HEALTH INC FORMERLY
1.27M$444.95M8.4%
-4%
UN
UNION PAC CORP
1.63M$376.42M7.1%
+9%
WC
WESCO INTL INC
1.42M$347.10M6.6%
-6%
GO
1.09M$341.16M6.5%
-41%
FI
FIDELITY NATL INFORMATION SV
4.50M$299.32M5.7%
+19%
DG
DOLLAR GEN CORP NEW
2.06M$273.88M5.2%
-23%
FE
FERGUSON ENTERPRISES INC
1.14M$253.14M4.8%
-2%
EX
EAGLE MATLS INC
1.19M$244.97M4.6%
+26%
LB
LIBERTY GLOBAL LTD
20.88M$230.57M4.4%
-4%
GP
GENUINE PARTS CO
1.49M$182.73M3.5%
+7%
2.20M$147.77M2.8%
+146%
1.07M$133.91M2.5%
-68%
HL
9.26M$119.36M2.3%
+19%
MO
MOLINA HEALTHCARE INC
625.0K$108.46M2.1%
+100%
AE
GRUPO AEROMEXICO SAB DE CV
4.86M$106.62M2.0%
+100%
GD
3.04M$106.26M2.0%
-6%
CO
AMERICOLD REALTY TRUST INC
3.48M$44.70M0.8%
-3%