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SEC Form 13F-HR
Baupost GroupSeth Klarman
Latest 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 13, 2026. Quarter-end snapshot, not a live trade.
Disclosed 13F value
$5.42B
sum of reported positions
Reported positions
23
Changes vs prior quarter
19
3 new · 2 exited
Filings on record
2
Q2 2026, Q1 2026
Top holdings · Q2 2026
weights are within the disclosed 13F portfolio| Company | Shares | Value | Weight |
|---|---|---|---|
| 3.74M | $892M | 16.5% | |
| 1.28M | $493M | 9.1% | |
RESTAURANT BRANDS INTL INC | 6.75M | $490M | 9.0% |
| 1.37M | $485M | 9.0% | |
| 1.45M | $344M | 6.4% | |
| 2.82M | $332M | 6.1% | |
| 1.19M | $322M | 6.0% | |
| 701K | $241M | 4.4% | |
WESCO INTL INC | 663K | $229M | 4.2% |
| 687K | $228M | 4.2% | |
TELEFLEX INCORPORATED | 1.41M | $179M | 3.3% |
| 7.73M | $163M | 3.0% | |
MOLINA HEALTHCARE INC | 634K | $145M | 2.7% |
| 619K | $137M | 2.5% | |
HERBALIFE LTD | 9.26M | $122M | 2.2% |
EAGLE MATLS INC | 531K | $119M | 2.2% |
GDS HLDGS LTD | 3.77M | $113M | 2.1% |
AMERICOLD REALTY TRUST INC | 6.83M | $107M | 2.0% |
LIBERTY GLOBAL LTD | 8.54M | $94M | 1.7% |
GRUPO AEROMEXICO SAB DE CV | 4.88M | $87.8M | 1.6% |
AXALTA COATING SYS LTD | 1.27M | $43.6M | 0.8% |
DNOW INC | 2.79M | $36.2M | 0.7% |
PERSHING SQUARE INC | 392K | $12.9M | 0.2% |
Changes vs prior quarter
- Increased16.5%
Amazon (AMZN)
3.12M → 3.74M shares (+20%)
- Reduced9.0%
RESTAURANT BRANDS INTL INC
8.08M → 6.75M shares (-16%)
- Increased8.9%
Alphabet (GOOGL)
1.18M → 1.37M shares (+16%)
- Increased6.1%
Genuine Parts Company (GPC)
1.49M → 2.82M shares (+89%)
- Reduced6.0%
Union Pacific Corporation (UNP)
1.54M → 1.19M shares (-23%)
- Reduced
WESCO INTL INC
1.44M → 663K shares (-54%)
Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology
Images from Wikimedia Commons: Seth Klarman by Maryland GovPics (CC BY 2.0); logo by The Baupost Group (Public domain).