Baupost Group LLC 13F holdings — StandardPoorly

REAL DATA — current positions and QoQ flow are from real SEC EDGAR 13F filings. Vs-SPY performance scoring isn't built for this data yet.

Almanac variant pending — disclosed-trade pages render in Terminal skin only today (the dense data shape doesn't translate cleanly into newspaper layout yet).

SP·//STANDARD POORLY · TERMINAL · /disclosed/13f/baupost-groupreal · SEC EDGAR 13F[●] LIVEEDGAR FEED · PTR SYNC 0:4828·MAY·2026 · 22:36 ETtier ALMANACK→ skin

scope · 13F filer
BAUPOST GROUP
Seth Klarman · 22 pos
panels
[O]overview
[H]holdings22
[Q]qoq flow4
[B]copy-the-fund$
[D]all 13f filers[L]clusters
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HEDGE FUND · 10-50B AUM

Baupost Group LLC

headline principal: Seth Klarman · 4 quarterly 13Fs on file

latest filing: 2026-03-31

reported value

$5.1M

positions

22

new this Q

6

Q[ 2026-03-31 · what changed ]
◆ FLOW VIEW

NEW BUILDS

AON$248K · 4.9% port

V$212K · 4.1% port

TFX$191K · 3.7% port

NCLH$68K · 1.3% port

PCVX$46K · 0.9% port

ADDED

AMZN+47.0pp → 12.7%

WCC+1.3pp → 7.7%

ELV+0.5pp → 7.3%

GOOG+8.6pp → 6.6%

FERG+26.9pp → 6.6%

TRIMMED / CLOSED

UNP-5.3pp → 7.3%

WTW-34.2pp → 5.1%

EXP-24.7pp → 3.3%

CRHclosed

LBTYAclosed

net: 6 new · 9 added · 4 trimmed · 6 closed · book turnover this quarter 43%

H[ current positions · free ]
22 POSITIONS · 6 NEW

ticker$ value% portΔ qoqcompany

AMZN$650K12.7%+47.0ppAMAZON COM INC

QSR$597K11.7%+0.0ppRESTAURANT BRANDS INTL INC

WCC$393K7.7%+1.3ppWESCO INTL INC

UNP$374K7.3%-5.3ppUNION PAC CORP

ELV$373K7.3%+0.5ppELEVANCE HEALTH INC FORMERLY

GOOG$339K6.6%+8.6ppALPHABET INC

FERG$336K6.6%+26.9ppFERGUSON ENTERPRISES INC

WTW$260K5.1%-34.2ppWILLIS TOWERS WATSON PLC LTD

AON$248K4.9%NEWAON PLC

V$212K4.1%NEWVISA INC

TFX$191K3.7%NEWTELEFLEX INCORPORATED

EXP$169K3.3%-24.7ppEAGLE MATLS INC

GPC$158K3.1%+0.3ppGENUINE PARTS CO

LBTYK$157K3.1%-35.9ppLIBERTY GLOBAL LTD

HLF$136K2.7%+0.0ppHERBALIFE LTD

GDS$123K2.4%+0.0ppGDS HLDGS LTD

COLD$89K1.7%+123.9ppAMERICOLD REALTY TRUST INC

MOH$84K1.7%+1.4ppMOLINA HEALTHCARE INC

AERO$68K1.3%+0.5ppGRUPO AEROMEXICO SAB DE CV

NCLH$68K1.3%NEWNORWEGIAN CRUISE LINE HLDGS

PCVX$46K0.9%NEWVAXCYTE INC

DNOW$43K0.8%NEWDNOW INC

Q[ qoq flow history · last 4q · free ]

2026-03-31+6 new AON · DNOW · NCLH-6 closed CRH · LBTYA · DG

2025-12-31+3 new AMZN · AERO · MOH-3 closed nan · nan · PAGS

2025-09-30+4 new COLD · nan · GPC-5 closed LBRDA · VSAT · ICLR

2025-06-30+23 new GOOG · AMCR · CRH-0 closed —

B[ copy-the-fund · 13f alerts ]
TRADER 🔒

Mirror QoQ moves with publication lag; push alerts within 5 min of the next EDGAR filing.unlock trader →

> what this is not
Vs-SPY performance and tipping detection are planned but not built yet for 13F data. Every position row is sourced from the fund's public SEC EDGAR 13F-HR filing.

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