Baupost Seth Klarman
Holdings as of the end of Q1 2025, reported in its 13F filing on May 14, 2025. Source
Reported value
$3.5B
at quarter-end prices
Positions
22
top 10 are 80% of it
Holdings 22
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs before |
|---|---|---|---|---|---|---|
| 1 | WTW | WILLIS TOWERS WATSON PLC LTD | 1,525,667 | $515.6M | 14.8% | — |
| 2 | GOOG | ALPHABET INC | 2,077,988 | $324.6M | 9.3% | — |
| 3 | WCC | WESCO INTL INC | 2,005,601 | $311.5M | 8.9% | — |
| 4 | — | LIBERTY GLOBAL LTD | 24,657,803 | $295.2M | 8.5% | — |
| 5 | FIS | FIDELITY NATL INFORMATION SV | 3,492,947 | $260.9M | 7.5% | — |
| 6 | QSR | RESTAURANT BRANDS INTL INC | 3,886,562 | $259M | 7.4% | — |
| 7 | — | CRH PLC | 2,694,395 | $237M | 6.8% | — |
| 8 | EXP | EAGLE MATLS INC | 909,633 | $201.9M | 5.8% | — |
| 9 | DG | DOLLAR GEN CORP NEW | 2,104,876 | $185.1M | 5.3% | — |
| 10 | FERG | FERGUSON ENTERPRISES INC | 1,132,000 | $181.4M | 5.2% | — |
| 11 | GDS | GDS HLDGS LTD | 4,249,952 | $107.7M | 3.1% | — |
| 12 | ELV | ELEVANCE HEALTH INC | 246,000 | $107M | 3.1% | — |
| 13 | VSAT | VIASAT INC | 10,190,728 | $106.2M | 3.1% | — |
| 14 | SOLV | SOLVENTUM CORP | 1,053,240 | $80.1M | 2.3% | — |
| 15 | ICLR | ICON PLC | 405,000 | $70.9M | 2.0% | — |
| 16 | HLF | HERBALIFE LTD | 7,600,526 | $65.6M | 1.9% | — |
| 17 | — | LIBERTY GLOBAL LTD | 5,076,762 | $58.4M | 1.7% | — |
| 18 | CLVT | CLARIVATE PLC | 10,777,863 | $42.4M | 1.2% | — |
| 19 | SGI | SOMNIGROUP INTERNATIONAL INC | 703,349 | $42.1M | 1.2% | — |
| 20 | — | LIBERTY BROADBAND CORP | 170,610 | $14.5M | 0.42% | — |
| 21 | TBN | TAMBORAN RES CORP | 570,833 | $13.7M | 0.39% | — |
| 22 | — | LIBERTY BROADBAND CORP | 7,560 | $643K | 0.02% | — |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.