Fund moves

Americold Realty Trust (COLD)Baupost Group reduced its stake -951K shares

Baupost Group reduced its stake in Americold Realty Trust, per its Q2 2026 13F.

6.83M
Shares reported · -951K vs prior quarter
2.0%
Disclosed portfolio weight
$107M
Reported value
Holdings as of
Jun 30, 2026
Filed
Aug 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Jun 23, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
  2. Jul 2, 2026InsiderOfficer sold ~$7.2K of COLD shares in the open market
  3. Jul 21, 2026Company filing · Form 8-K · Impairment, Reg FDWrote down the value of assets, and shared information with investors“On July 21, 2026, Americold Realty Trust, Inc. (the “Company”) entered into a Termination and Wind Down Agreement (the “Agreement”) with ADUSA Distribution, LLC, a subsidiary of Ahold Delhaize USA (“ADUSA Distribution”), pursuant to which the Company and ADUSA Distribution have agreed to wind down operations at the Company’s automated retail distribution center located in Lancaster, PA (the “PA Facility”) and will…”
  4. Aug 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

  1. Aug 25, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member
  2. Aug 29, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 1 more item)“The information included in Item 1.01 is incorporated herein by reference.”
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Americold Realty Trust

For Americold Realty Trust, OQRO holds 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its COLD page.

How this filing works

Other disclosures at Americold Realty Trust

Everything OQRO holds on this company is on its COLD page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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