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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Seth Klarman – Baupost Group LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
23
Portfolio value:
$5,415,853,000
Filed:
Aug 13, 2026
Style:
Deep Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 13, 263 new5 added9 reduced2 exited
≡WTW – WILLIS TOWERS WATSON PLC LTDSell−893,126−5.08
≡AMZN – AMAZON COM INCAdd 20.04%625,1003.78
≡WCC – WESCO INTL INCReduce 53.87%−774,000−3.46
≡GPC – GENUINE PARTS COAdd 88.96%1,325,8303.05
≡QSR – RESTAURANT BRANDS INTL INCReduce 16.42%−1,327,000−2.63
≡CME – CME GROUP INCBuy619,0002.52
≡GOOG – ALPHABET INCAdd 16.15%190,8002.33
≡NCLH – NORWEGIAN CRUISE LINE HLDGSAdd 112.95%4,100,0001.69
≡UNP – UNION PAC CORPReduce 23.08%−355,600−1.36
≡LBTYB – LIBERTY GLOBAL LTDReduce 36.23%−4,854,086−1.34
≡EXP – EAGLE MATLS INCReduce 40.55%−362,000−1.10
≡PCVX – VAXCYTE INCSell−800,000−0.91
≡AXTA – AXALTA COATING SYS LTDBuy1,274,3560.81
≡AON – AON PLCReduce 10.66%−82,000−0.64
≡TFX – TELEFLEX INCORPORATEDReduce 11.66%−186,000−0.43
≡GDS – GDS HLDGS LTDAdd 23.81%725,000−0.31
≡COLD – AMERICOLD REALTY TRUST INCReduce 12.22%−950,5700.24
≡PS – PERSHING SQUARE INCBuy392,0000.24
≡DNOW – DNOW INCReduce 23.09%−837,000−0.18
Q1 2026filed May 14, 266 new4 added4 reduced5 exited
≡FIS – FIDELITY NATL INFORMATION SVSell−4,503,801−5.67
≡DG – DOLLAR GEN CORP NEWSell−2,062,821−5.19
≡AON – AON PLCBuy769,0004.85
≡V – VISA INCBuy701,355
Q4 2025filed Feb 13, 263 new7 added7 reduced3 exited
≡AMZN – AMAZON COM INCBuy2,121,3919.28
≡CRH – CRH PLCReduce 68.29%−2,310,438−5.93
≡GOOG – ALPHABET INCReduce 41.49%−770,957−2.98
≡MOH – MOLINA HEALTHCARE INCBuy625,000
Q3 2025filed Nov 13, 254 new3 added5 reduced5 exited
≡UNP – UNION PAC CORPBuy1,496,2047.38
≡QSR – RESTAURANT BRANDS INTL INCAdd 103.80%4,203,3004.55
≡GPC – GENUINE PARTS COBuy1,395,0004.04
≡WCC – WESCO INTL INCReduce 31.91%−704,421
Q2 2025filed Aug 13, 253 new7 added4 reduced3 exited
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 13.86%−211,483−5.00
≡FISV – FISERV INCBuy895,0003.74
≡ELV – ELEVANCE HEALTH INCAdd 150.41%370,0002.74
≡EXP – EAGLE MATLS INCReduce 25.66%−233,376
Q1 2025filed May 14, 254 new4 added5 reduced3 exited
≡FIS – FIDELITY NATL INFORMATION SVBuy3,492,9477.46
≡LBTYB – LIBERTY GLOBAL LTDReduce 33.41%−14,920,722−6.91
≡CLVT – CLARIVATE PLCReduce 70.29%−25,501,342−4.15
≡ELV – ELEVANCE HEALTH INCBuy246,000
Q4 2024filed Feb 13, 254 new4 added4 reduced3 exited
≡LBTYB – LIBERTY GLOBAL LTDReduce 9.80%−4,850,000−13.30
≡FERG – FERGUSON ENTERPRISES INCBuy1,132,0005.72
≡QSR – RESTAURANT BRANDS INTL INCAdd 10155.53%2,873,4065.45
≡SUNRISE COMMUNICATIONS AGBuy2,335,263
Q3 2024filed Nov 13, 246 new4 added5 reduced9 exited
≡DG – DOLLAR GEN CORP NEWBuy2,303,8005.54
≡FIS – FIDELITY NATL INFORMATION SVReduce 72.32%−2,537,794−4.96
≡HUM – HUMANA INCSell−420,000−4.32
≡JAZZ – JAZZ PHARMACEUTICALS PLCSell−1,274,248
Q2 2024filed Aug 13, 245 new9 added6 reduced3 exited
≡GOOG – ALPHABET INCReduce 63.84%−1,888,064−6.94
≡HUM – HUMANA INCBuy420,0004.32
≡FIS – FIDELITY NATL INFORMATION SVReduce 37.10%−2,069,715−4.06
≡LIBERTY MEDIA CORP DELReduce 75.67%−3,292,432−2.90
Q1 2024filed May 14, 246 new2 added8 reduced7 exited
≡LIBERTY MEDIA CORP DELReduce 70.70%−10,500,000−5.78
≡WBD – WARNER BROS DISCOVERY INCReduce 85.28%−21,521,164−5.38
≡FIS – FIDELITY NATL INFORMATION SVReduce 12.29%−781,7503.00
≡LIBERTY MEDIA CORP DELReduce 67.26%−5,500,000−2.95
Q4 2023filed Feb 13, 243 added5 reduced9 exited
≡VERITIV CORPSell−3,324,324−10.77
≡CLVT – CLARIVATE PLCAdd 13.33%3,000,0002.25
≡DG – DOLLAR GEN CORP NEWSell−927,000−1.88
≡QRVO – QORVO INCSell−935,612−1.71
Q3 2023filed Nov 13, 237 new3 added10 reduced4 exited
≡LIBERTY MEDIA CORP DELSell−14,851,048−8.66
≡LIBERTY MEDIA CORP DELBuy14,851,0487.25
≡LIBERTY MEDIA CORP DELSell−8,177,656−4.78
≡LIBERTY MEDIA CORP DELBuy8,177,6563.99
≡
4.14
≡TFX – TELEFLEX INCORPORATEDBuy1,595,0003.73
≡AMZN – AMAZON COM INCAdd 47.01%997,3633.42
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 34.21%−464,475−3.38
≡FISV – FISERV INCSell−2,200,000−2.80
≡CRH – CRH PLCSell−1,072,957−2.54
≡FERG – FERGUSON ENTERPRISES INCAdd 26.86%305,3761.78
≡LBTYB – LIBERTY GLOBAL LTDReduce 41.66%−9,567,990−1.73
≡EXP – EAGLE MATLS INCReduce 24.68%−292,485−1.33
≡NCLH – NORWEGIAN CRUISE LINE HLDGSBuy3,630,0001.33
≡PCVX – VAXCYTE INCBuy800,0000.91
≡COLD – AMERICOLD REALTY TRUST INCAdd 123.86%4,305,1150.90
≡DNOW – DNOW INCBuy3,625,0000.84
≡UNP – UNION PAC CORPReduce 5.30%−86,2590.18
≡GOOG – ALPHABET INCAdd 8.64%93,9500.16
≡TBN – TAMBORAN RES CORPSell−257,226−0.13
2.05
≡AERO – GRUPO AEROMEXICO SAB DE CVBuy4,855,1802.02
≡LBTYB – LIBERTY GLOBAL LTDReduce 14.10%−3,769,328−1.72
≡HLF – HERBALIFE LTDAdd 19.33%1,500,0000.89
≡GDS – GDS HLDGS LTDReduce 6.31%−205,134−0.61
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 24.66%268,5360.60
≡GPC – GENUINE PARTS COAdd 6.53%91,088−0.57
≡DG – DOLLAR GEN CORP NEWReduce 22.65%−604,055−0.56
≡PAGS – PAGSEGURO DIGITAL LTDSell−2,500,000−0.52
≡FIS – FIDELITY NATL INFORMATION SVAdd 18.84%714,0900.45
≡FISV – FISERV INCAdd 145.81%1,305,0000.39
≡HERBALIFE LTDSell−17,129,000−0.33
≡CABLE ONE INCSell−14,100,000−0.25
≡UNP – UNION PAC CORPAdd 8.76%131,050−0.25
≡TBN – TAMBORAN RES CORPReduce 54.94%−313,607−0.19
≡EXP – EAGLE MATLS INCAdd 26.14%245,5880.07
≡WCC – WESCO INTL INCReduce 5.61%−84,349−0.06
−3.26
≡VSAT – VIASAT INCSell−9,190,728−3.25
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 114.12%703,0003.09
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 17.13%−225,119−1.90
≡GOOG – ALPHABET INCReduce 29.46%−775,850−1.87
≡LBRDK – LIBERTY BROADBAND CORPSell−745,610−1.78
≡ICLR – ICON PLCSell−405,000−1.43
≡EXP – EAGLE MATLS INCAdd 38.95%263,4031.26
≡AMCR – AMCOR PLCSell−5,500,000−1.22
≡COLD – AMERICOLD REALTY TRUST INCBuy3,600,0000.92
≡LBTYB – LIBERTY GLOBAL LTDReduce 10.09%−3,000,000−0.86
≡CABLE ONE INCBuy14,100,0000.25
≡CRH – CRH PLCReduce 11.55%−442,000−0.04
≡LBRDA – LIBERTY BROADBAND CORPSell−7,560−0.02
−2.46
≡SOLV – SOLVENTUM CORPSell−1,053,240−2.29
≡DG – DOLLAR GEN CORP NEWAdd 26.70%562,0002.09
≡GOOG – ALPHABET INCAdd 26.76%556,0002.03
≡CRH – CRH PLCAdd 41.98%1,131,0001.72
≡LBRDK – LIBERTY BROADBAND CORPAdd 337.03%575,0001.36
≡AMCR – AMCOR PLCBuy5,500,0001.22
≡CLVT – CLARIVATE PLCSell−10,777,863−1.21
≡SGI – SOMNIGROUP INTERNATIONAL INCSell−703,349−1.20
≡WCC – WESCO INTL INCAdd 10.07%202,0000.99
≡GDS – GDS HLDGS LTDReduce 23.53%−1,000,000−0.67
≡PAGS – PAGSEGURO DIGITAL LTDBuy2,500,0000.58
≡VSAT – VIASAT INCReduce 9.81%−1,000,0000.21
≡FIS – FIDELITY NATL INFORMATION SVAdd 8.50%296,7640.01
3.06
≡SUNRISE COMMUNICATIONS AGSell−2,335,263−2.93
≡HUM – HUMANA INCSell−346,000−2.56
≡ICLR – ICON PLCBuy405,0002.03
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 16.94%−311,081−2.00
≡QSR – RESTAURANT BRANDS INTL INCAdd 33.94%984,8621.90
≡GOOG – ALPHABET INCAdd 45.72%652,0001.38
≡WCC – WESCO INTL INCAdd 39.70%569,9301.34
≡SGI – SOMNIGROUP INTERNATIONAL INCBuy703,3491.20
≡EXP – EAGLE MATLS INCAdd 42.53%271,4101.19
≡GPC – GENUINE PARTS COSell−315,337−1.07
≡SOLV – SOLVENTUM CORPReduce 27.18%−393,060−0.49
≡VSAT – VIASAT INCReduce 16.62%−2,031,8620.01
2.93
≡HUM – HUMANA INCBuy346,0002.56
≡CLVT – CLARIVATE PLCReduce 6.81%−2,650,430−2.49
≡FIS – FIDELITY NATL INFORMATION SVSell−971,460−2.31
≡WCC – WESCO INTL INCAdd 14.12%177,6711.55
≡J – JACOBS SOLUTIONS INCSell−350,681−1.31
≡FTRE – FORTREA HLDGS INCSell−2,293,167−1.30
≡GPC – GENUINE PARTS COBuy315,3371.07
≡DG – DOLLAR GEN CORP NEWReduce 10.55%−243,000−0.99
≡SOLV – SOLVENTUM CORPReduce 20.53%−373,700−0.83
≡EXP – EAGLE MATLS INCAdd 27.57%137,9500.49
≡HLF – HERBALIFE LTDAdd 48.32%2,476,0000.43
−3.74
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 7.78%128,5583.00
≡OUTBRAIN INCSell−118,000,000−2.84
≡WSC – WILLSCOT MOBIL MINI HLDNG COSell−2,470,000−2.56
≡WCC – WESCO INTL INCAdd 56.66%455,0002.51
≡EXP – EAGLE MATLS INCAdd 46.24%158,1712.05
≡CRH – CRH PLCReduce 37.62%−1,590,000−1.77
≡GOOG – ALPHABET INCAdd 37.02%396,0001.57
≡TBPH – THERAVANCE BIOPHARMA INCSell−4,200,021−0.98
≡CPRI – CAPRI HOLDINGS LIMITEDSell−1,000,000−0.91
≡FTRE – FORTREA HLDGS INCReduce 26.98%−847,193−0.71
≡VSAT – VIASAT INCReduce 11.17%−1,536,774−0.66
≡LIBERTY MEDIA CORP DELSell−1,058,616−0.65
≡J – JACOBS SOLUTIONS INCReduce 29.04%−143,537−0.59
≡VRSN – VERISIGN INCSell−105,764−0.52
≡LBRDK – LIBERTY BROADBAND CORPBuy170,6100.37
≡LIBERTY MEDIA CORP DELSell−600,194−0.37
≡HERBALIFE LTDBuy17,129,0000.36
≡TBN – TAMBORAN RES CORPBuy570,8330.33
≡QSR – RESTAURANT BRANDS INTL INCBuy28,2940.06
≡LBRDA – LIBERTY BROADBAND CORPBuy7,5600.02
≡SOLV – SOLVENTUM CORPBuy1,820,0002.65
≡VSAT – VIASAT INCReduce 8.46%−1,271,474−2.64
≡WSC – WILLSCOT MOBIL MINI HLDNG COBuy2,470,0002.56
≡WCC – WESCO INTL INCAdd 290.33%597,2762.54
≡CRH – CRH PLCAdd 55.99%1,517,0592.32
≡LIBERTY MEDIA CORP DELReduce 77.59%−2,077,462−1.81
≡FTRE – FORTREA HLDGS INCAdd 933.70%2,836,5631.68
≡JAZZ – JAZZ PHARMACEUTICALS PLCAdd 52.84%440,5520.99
≡CPRI – CAPRI HOLDINGS LIMITEDBuy1,000,0000.91
≡WBD – WARNER BROS DISCOVERY INCSell−3,713,930−0.89
≡HLF – HERBALIFE LTDAdd 128.27%2,879,6030.85
≡TBPH – THERAVANCE BIOPHARMA INCReduce 36.31%−2,394,105−0.64
≡GDS – GDS HLDGS LTDAdd 63.46%1,649,9520.61
≡VRSN – VERISIGN INCBuy105,7640.52
≡OPTU – ALTICE USA INCSell−4,774,615−0.34
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 6.23%96,9810.20
≡SOUN – SOUNDHOUND AI INCSell−1,130,636−0.15
≡CLVT – CLARIVATE PLCAdd 27.23%8,331,233−0.13
≡EXP – EAGLE MATLS INCAdd 30.57%80,1020.10
≡
OUTBRAIN INC
Buy
118,000,000
2.81
≡VSAT – VIASAT INCReduce 7.07%−1,144,001−2.41
≡EXP – EAGLE MATLS INCBuy262,0001.95
≡TSEM – TOWER SEMICONDUCTOR LTDSell−2,710,852−1.80
≡LIBERTY MEDIA CORP DELSell−1,899,547−1.51
≡SSNC – SS&C TECHNOLOGIES HLDGS INCSell−1,028,545−1.37
≡CRH – CRH PLCReduce 19.01%−636,0001.36
≡CLVT – CLARIVATE PLCAdd 19.99%5,098,4021.08
≡WCC – WESCO INTL INCBuy205,7240.97
≡GTN – GRAY TELEVISION INCSell−3,760,000−0.73
≡GTX – GARRETT MOTION INCSell−2,994,289−0.63
≡LIBERTY MEDIA CORP DELSell−718,270−0.59
≡GDS – GDS HLDGS LTDBuy2,600,0000.47
≡FTRE – FORTREA HLDGS INCBuy303,7970.33
≡TBPH – THERAVANCE BIOPHARMA INCReduce 11.12%−825,100−0.20
≡SOUN – SOUNDHOUND AI INCBuy1,130,6360.15
≡J – JACOBS SOLUTIONS INCReduce 30.37%−221,0000.07
≡HLF – HERBALIFE LTDAdd 33.64%565,1240.06
≡FNCHQ – FINCH THERAPEUTICS GROUP INCSell−67,296−0.01
≡
COINBASE GLOBAL INC
Sell
−93,750,000
−1.36
≡EDU – NEW ORIENTAL ED & TECHNOLOGYSell−1,023,272−1.15
≡FIS – FIDELITY NATL INFORMATION SVReduce 8.61%−599,5000.96
≡SSNC – SS&C TECHNOLOGIES HLDGS INCReduce 55.25%−1,270,091−0.95
≡J – JACOBS SOLUTIONS INCAdd 49.20%240,0000.78
≡STX – SEAGATE TECHNOLOGY HLDNGS PLSell−600,000−0.76
≡GOOG – ALPHABET INCReduce 23.02%−882,000−0.62
≡LIBERTY MEDIA CORP DELReduce 62.25%−1,184,202−0.59
≡JAZZ – JAZZ PHARMACEUTICALS PLCAdd 23.75%160,0000.56
≡ADV – ADVANTAGE SOLUTIONS INCSell−6,153,982−0.34
≡ATARA BIOTHERAPEUTICS INCSell−9,773,616−0.28
≡GTX – GARRETT MOTION INCReduce 49.99%−2,993,000−0.27
≡TMQ – TRILOGY METALS INC NEWSell−2,329,285−0.02
CRH – CRH PLC
Add 5816.81%
3,289,000
3.46
≡QRVO – QORVO INCReduce 64.26%−1,682,091−3.04
≡CLVT – CLARIVATE PLCBuy22,500,0002.90
≡GTX – GARRETT MOTION INCReduce 77.03%−20,083,300−2.61
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 72.40%653,3002.45
≡AMZN – AMAZON COM INCSell−963,946−2.24
≡EDU – NEW ORIENTAL ED & TECHNOLOGYReduce 75.16%−3,095,512−1.75
≡SSNC – SS&C TECHNOLOGIES HLDGS INCReduce 38.22%−1,421,794−1.70
≡TSEM – TOWER SEMICONDUCTOR LTDBuy2,850,0001.34
≡J – JACOBS SOLUTIONS INCBuy487,7861.28
≡LIBERTY MEDIA CORP DELBuy1,979,1671.21
≡LIBERTY MEDIA CORP DELBuy1,902,4721.17
≡DG – DOLLAR GEN CORP NEWAdd 283.06%685,0001.15
≡LBTYB – LIBERTY GLOBAL PLCReduce 5.16%−2,693,2991.02
≡GOOG – ALPHABET INCReduce 7.00%−288,2420.81
≡UNP – UNION PAC CORPSell−175,000−0.64
≡COINBASE GLOBAL INCReduce 14.97%−16,500,000−0.12
≡ADV – ADVANTAGE SOLUTIONS INCReduce 42.22%−4,497,387−0.11
≡TMQ – TRILOGY METALS INC NEWReduce 31.63%−1,077,843−0.01
≡HLF – HERBALIFE LTDReduce 13.35%−260,855−0.01