Baupost Group as of March 31, 2025
Portfolio Holdings for Baupost Group
Baupost Group holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 14.7 | $516M | 1.5M | 337.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.3 | $325M | 2.1M | 156.23 | |
| WESCO International (WCC) | 8.9 | $312M | 2.0M | 155.30 | |
| Liberty Global Com Cl C (LBTYK) | 8.4 | $295M | 25M | 11.97 | |
| Fidelity National Information Services (FIS) | 7.5 | $261M | 3.5M | 74.68 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 7.4 | $259M | 3.9M | 66.64 | |
| CRH Ord (CRH) | 6.8 | $237M | 2.7M | 87.97 | |
| Eagle Materials (EXP) | 5.8 | $202M | 910k | 221.93 | |
| Dollar General (DG) | 5.3 | $185M | 2.1M | 87.93 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.2 | $181M | 1.1M | 160.23 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.1 | $108M | 4.2M | 25.33 | |
| Anthem (ELV) | 3.1 | $107M | 246k | 434.96 | |
| ViaSat (VSAT) | 3.0 | $106M | 10M | 10.42 | |
| Solventum Corp Com Shs (SOLV) | 2.3 | $80M | 1.1M | 76.04 | |
| Icon SHS (ICLR) | 2.0 | $71M | 405k | 174.99 | |
| Herbalife Com Shs (HLF) | 1.9 | $66M | 7.6M | 8.63 | |
| Liberty Global Com Cl A (LBTYA) | 1.7 | $58M | 5.1M | 11.51 | |
| Clarivate Ord Shs (CLVT) | 1.2 | $42M | 11M | 3.93 | |
| Tempur-Pedic International (SGI) | 1.2 | $42M | 703k | 59.88 | |
| Herbalife Note 4.250% 6/1 (Principal) | 0.4 | $15M | 17M | 0.87 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.4 | $15M | 171k | 85.05 | |
| Tamboran Res Corp (TBN) | 0.4 | $14M | 571k | 23.99 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $643k | 7.6k | 85.05 |
