Baupost Group Holdings

What Baupost Group actually owns, from its latest public 13F filing.

By AKA Studio

What’s inside

• AMZN Amazon: 16.5% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• ELV Elevance Health: 9.1% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• QSR RESTAURANT BRANDS INTERN: 9.0% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• GOOG Alphabet Inc. (Class C): 9.0% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• FERG Ferguson Enterprises: 6.4% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• GPC Genuine Parts Company: 6.1% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• UNP Union Pacific Corporation: 6.0% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• V Visa: 4.4% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• WCC WESCO INTERNATIONAL INC: 4.2% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• TFX TELEFLEX INC: 3.3% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• MOH MOLINA HEALTHCARE INC: 2.7% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• CME CME Group: 2.5% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• EXP EAGLE MATERIALS INC: 2.2% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• GDS GDS HOLDINGS LTD - ADR: 2.1% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• COLD AMERICOLD REALTY TRUST INC: 2.0% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• AERO GRUPO AEROMEXICO SAB DE CV: 1.6% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• DNOW DNOW INC: 0.7% of reported value in the Q2 2026 13F, filed 13 Aug 2026.
• PS PERSHING SQUARE INC: 0.2% of reported value in the Q2 2026 13F, filed 13 Aug 2026.

For learning only. Not investment advice.