13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-08-13) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Baupost Group
CIK 1061768Seth Klarman · Baupost Group LLC/MA
The icon of deep value chasing margin of safety — a counterweight for what capital not buying the frenzy buys instead.
View original 13F on SEC EDGARQuarter
2026Q2
Total 13F value
$5.4B
Holdings
23
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Amazon Com Inc | 16.48% | $892M | |
| Elevance Health Inc Formerly | 9.11% | $493M | |
| Restaurant Brands Intl Inc | 9.04% | $490M | |
| Alphabet Inc | 8.95% | $485M | |
| Ferguson Enterprises Inc | 6.36% | $344M | |
| Genuine Parts Co | 6.13% | $332M | |
| Union Pac Corp | 5.95% | $322M | |
| Visa Inc | 4.44% | $241M | |
| Wesco Intl Inc | 4.23% | $229M | |
| Aon PLC | 4.21% | $228M |
As of 2026Q2 · filed 2026-08-13 · accession 0001061768-26-000010 · 57 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.