BAUPOST GROUP LLC/MA
Top Portfolio Positions
20 positions ·
$4,619,323,012 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UNP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,876,206 | 1,540,995 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $376,416,395 | 1,627,254 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $353,657,739 | 1,496,204 | Shares | Sole | 2025-11-13 | |
| 2023-06-30 | $35,808,500 | 175,000 | Shares | Sole | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||