Baupost Group Llc/Ma
Seth Klarman · As of Q4 2024 · filed Feb 13, 2025
| WTW WILLIS TOWERS WATSON PLC | 16.8% | Added +3.1% | 1,836,748 | $575.3M |
| LBTYK LIBERTY GLOBAL LTD-C | 15.1% | Reduced −6.8% | 39,453,843 | $518.4M |
| GOOG ALPHABET INC-CL C | 7.9% | Reduced −2.7% | 1,425,988 | $271.6M |
| WCC WESCO INTERNATIONAL INC | 7.6% | Added +14.1% | 1,435,671 | $259.8M |
| CRH CRH PLC | 7.1% | Added +0.2% | 2,641,402 | $244.4M |
| FERG FERGUSON ENTERPRISES INC | 5.7% | New | 1,132,000 | $196.5M |
| QSR RESTAURANT BRANDS INTERN | 5.5% | Added +10155.5% | 2,901,700 | $189.1M |
| CLVT CLARIVATE PLC | 5.4% | Reduced −6.8% | 36,279,205 | $184.3M |
| EXP EAGLE MATERIALS INC | 4.6% | Added +27.6% | 638,223 | $157.5M |
| DG DOLLAR GENERAL CORP | 4.5% | Reduced −10.5% | 2,060,800 | $156.3M |
| VSAT VIASAT INC | 3.0% | Held | 12,222,590 | $104.0M |
| GDS GDS HOLDINGS LTD - ADR | 2.9% | Held | 4,249,952 | $101.0M |
| SNREN SUNRISE COMMUNICAT-CL A | 2.9% | New | 2,335,263 | $100.6M |
| SOLV SOLVENTUM CORP | 2.8% | Reduced −20.5% | 1,446,300 | $95.5M |
| HUM HUMANA INC | 2.6% | New | 346,000 | $87.8M |
| LBTYA LIBERTY GLOBAL LTD-A | 1.9% | Reduced −27.7% | 5,201,444 | $66.4M |
| HLF HERBALIFE LTD | 1.5% | Added +48.3% | 7,600,526 | $50.8M |
| GPC GENUINE PARTS CO | 1.1% | New | 315,337 | $36.8M |
| HLF 4.25 06/15/28 PRN HERBALIFE LTD | 0.4% | Held | 17,129,000 | $13.1M |
| 8L8C LIBERTY BROADBAND-C | 0.4% | Held | 170,610 | $12.8M |
| TBN TAMBORAN RESOURCES CORP | 0.3% | Held | 570,833 | $12.0M |
| LBRDA LIBERTY BROADBAND-A | 0.0% | Held | 7,560 | $562K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| FIS FIDELITY NATIONAL INFO SERV | 971,460 | $81.4M |
| J JACOBS SOLUTIONS INC | 350,681 | $45.9M |
| FTRE FORTREA HOLDINGS INC | 2,293,167 | $45.9M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.