BAUPOST GROUP LLC/MA

CIK
1061768
City
BOSTON
State / Country
MA

Top Portfolio Positions

20 positions · $4,619,323,012 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AMZN
Amazon Com Inc
Consumer Cyclical
3,118,754 $649,542,895 14.06%
QSR
Restaurant Brands International Inc.
Consumer Cyclical
8,080,112 $597,120,276 12.93%
WCC
Wesco International Inc
Industrials
1,436,881 $393,159,379 8.51%
UNP
Union Pacific Corp
Industrials
1,540,995 $373,876,206 8.09%
ELV
Elevance Health, Inc.
Healthcare
1,275,154 $373,301,333 8.08%
FERG
Ferguson Enterprises Inc. /DE/
Industrials
1,442,411 $336,456,789 7.28%
WTW
Willis Towers Watson Plc
Financial Services
893,126 $259,631,728 5.62%
AON
Aon plc
Financial Services
769,000 $248,217,820 5.37%
V
Visa Inc.
Financial Services
701,355 $211,977,535 4.59%
TFX
Teleflex Inc
Healthcare
1,595,000 $190,777,950 4.13%

Holdings in EXP

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Report Date Value (USD) Shares
2026-03-31 $169,133,950 892,763