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SEC filer: BAUPOST GROUP LLC/MA · quarter ending 2026-03-31 · filed 2026-05-14 · $5.1M across 22 reported positions
| FIDELITY NATL INFORMATION SV | EXITED | 4,503,801 → 0 sh | $299K |
| DOLLAR GEN CORP NEW | EXITED | 2,062,821 → 0 sh | $274K |
| AON | NEW POSITION | 0 → 769,000 sh | $248K |
| V | NEW POSITION | 0 → 701,355 sh | $212K |
| TELEFLEX INCORPORATED | NEW POSITION | 0 → 1,595,000 sh | $191K |
| WILLIS TOWERS WATSON PLC LTD | TRIMMED | 1,357,601 → 893,126 sh | $186K |
| AMZN | ADDED | 2,121,391 → 3,118,754 sh | $160K |
| FISV | EXITED | 2,200,000 → 0 sh | $148K |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 12.7% | $650K | 3,118,754 | SHARES |
| 2 | RESTAURANT BRANDS INTL INCno ticker match — as filed | 11.7% | $597K | 8,080,112 | SHARES |
| 3 | WESCO INTL INCno ticker match — as filed | 7.7% | $393K | 1,436,881 | SHARES |
| 4 | UNION PAC CORPno ticker match — as filed | 7.3% | $374K | 1,540,995 | SHARES |
| 5 | ELEVANCE HEALTH INC FORMERLYno ticker match — as filed | 7.3% | $373K | 1,275,154 | SHARES |
| 6 | GOOGLALPHABET INC | 6.6% | $339K | 1,181,131 | SHARES |
| 7 | FERGUSON ENTERPRISES INCno ticker match — as filed |
| $336K |
| 1,442,411 |
| SHARES |
| 8 | WILLIS TOWERS WATSON PLC LTDno ticker match — as filed | 5.1% | $260K | 893,126 | SHARES |
| 9 | AONAON PLC | 4.9% | $248K | 769,000 | SHARES |
| 10 | VVISA INC | 4.1% | $212K | 701,355 | SHARES |
| 11 | TELEFLEX INCORPORATEDno ticker match — as filed | 3.7% | $191K | 1,595,000 | SHARES |
| 12 | EAGLE MATLS INCno ticker match — as filed | 3.3% | $169K | 892,763 | SHARES |
| 13 | GPCGENUINE PARTS CO | 3.1% | $158K | 1,490,348 | SHARES |
| 14 | LBTYALIBERTY GLOBAL LTD | 3.1% | $157K | 13,397,247 | SHARES |
| 15 | HLFHERBALIFE LTD | 2.7% | $136K | 9,259,844 | SHARES |
| 16 | GDS HLDGS LTDno ticker match — as filed | 2.4% | $123K | 3,044,818 | SHARES |
| 17 | AMERICOLD REALTY TRUST INCno ticker match — as filed | 1.7% | $89K | 7,780,800 | SHARES |
| 18 | MOHMOLINA HEALTHCARE INC | 1.7% | $84K | 633,609 | SHARES |
| 19 | AEROGRUPO AEROMEXICO SAB DE CV | 1.3% | $68K | 4,880,188 | SHARES |
| 20 | NORWEGIAN CRUISE LINE HLDGSno ticker match — as filed | 1.3% | $68K | 3,630,000 | SHARES |
| 21 | PCVXVAXCYTE INC | 0.9% | $46K | 800,000 | SHARES |
| 22 | DNOWDNOW INC | 0.8% | $43K | 3,625,000 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.