Seth Klarman
S

Seth Klarman

Baupost Group
$5B Assets
Filed: 2025-Q3

Portfolio Holdings21 Positions

SymbolActionAvg PriceValue
AMZN
AMAZON COM INC
+47%
-
$649.5K
12.7%
QSRN.MX
RESTAURANT BRANDS INTL INC
Hold
-
$597.2K
11.7%
WCC
WESCO INTL INC
+1%
-
$393.2K
7.7%
UNP
UNION PAC CORP
-5%
-
$373.9K
7.3%
ELV
ELEVANCE HEALTH INC FORMERLY
+0%
-
$373.3K
7.3%
GOOG
ALPHABET INC
+9%
-
$338.8K
6.6%
FERG
FERGUSON ENTERPRISES INC
+27%
-
$336.5K
6.6%
WTW
WILLIS TOWERS WATSON PLC LTD
-34%
-
$259.6K
5.1%
AON
AON PLC
NEW
-
$248.2K
4.8%
V
VISA INC
NEW
-
$212K
4.1%
TFX
TELEFLEX INCORPORATED
NEW
-
$190.8K
3.7%
EXP
EAGLE MATLS INC
-25%
-
$169.1K
3.3%
GPC
GENUINE PARTS CO
+0%
-
$157.6K
3.1%
LBTYA
LIBERTY GLOBAL LTD
-42%
-
$157.2K
3.1%
HLF
HERBALIFE LTD
Hold
-
$136.3K
2.7%
GDS
GDS HLDGS LTD
Hold
-
$122.7K
2.4%
COLD
AMERICOLD REALTY TRUST INC
+124%
-
$89.2K
1.7%
MOH
MOLINA HEALTHCARE INC
+1%
-
$84.5K
1.6%
NCLH
NORWEGIAN CRUISE LINE HLDGS
NEW
-
$67.9K
1.3%
US92243G1085.SG
VAXCYTE INC
NEW
-
$46.5K
0.9%

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