Baupost Group as of Dec. 31, 2024
Portfolio Holdings for Baupost Group
Baupost Group holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 16.8 | $575M | 1.8M | 313.24 | |
| Liberty Global Com Cl C (LBTYK) | 15.1 | $518M | 40M | 13.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.9 | $272M | 1.4M | 190.44 | |
| WESCO International (WCC) | 7.6 | $260M | 1.4M | 180.96 | |
| CRH Ord (CRH) | 7.1 | $244M | 2.6M | 92.52 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.7 | $197M | 1.1M | 173.57 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.5 | $189M | 2.9M | 65.18 | |
| Clarivate Ord Shs (CLVT) | 5.4 | $184M | 36M | 5.08 | |
| Eagle Materials (EXP) | 4.6 | $158M | 638k | 246.76 | |
| Dollar General (DG) | 4.5 | $156M | 2.1M | 75.82 | |
| ViaSat (VSAT) | 3.0 | $104M | 12M | 8.51 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.9 | $101M | 4.2M | 23.76 | |
| Sunrise Communications Ads Cl A (SNREY) | 2.9 | $101M | 2.3M | 43.08 | |
| Solventum Corp Com Shs (SOLV) | 2.8 | $96M | 1.4M | 66.06 | |
| Humana (HUM) | 2.6 | $88M | 346k | 253.71 | |
| Liberty Global Com Cl A (LBTYA) | 1.9 | $66M | 5.2M | 12.76 | |
| Herbalife Com Shs (HLF) | 1.5 | $51M | 7.6M | 6.69 | |
| Genuine Parts Company (GPC) | 1.1 | $37M | 315k | 116.76 | |
| Herbalife Note 4.250% 6/1 (Principal) | 0.4 | $13M | 17M | 0.77 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.4 | $13M | 171k | 74.76 | |
| Tamboran Res Corp (TBN) | 0.3 | $12M | 571k | 20.99 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $562k | 7.6k | 74.34 |
