13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-14) 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
2026Q1
Total 13F value
$5.1B
Holdings
22
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Amazon Com Inc | 12.70% | $650M | |
| Restaurant Brands Intl Inc | 11.67% | $597M | |
| Wesco Intl Inc | 7.69% | $393M | |
| Union Pac Corp | 7.31% | $374M | |
| Elevance Health Inc Formerly | 7.30% | $373M | |
| Alphabet Inc | 6.62% | $339M | |
| Ferguson Enterprises Inc | 6.58% | $336M | |
| Willis Towers Watson PLC Ltd | 5.08% | $260M | |
| Aon PLC | 4.85% | $248M | |
| Visa Inc | 4.14% | $212M |
As of 2026Q1 · filed 2026-05-14 · accession 0001061768-26-000007 · 103 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.