Baupost Group · 2026-Q1 · filed 2026-05-14 · SEC Form 13F-HR
| # | Ticker | Value | Weight | Shares |
|---|---|---|---|---|
| 1 | AMZN | $650K | 17.3% | 3.1M |
| 2 | UNP | $374K | 9.9% | 1.5M |
| 3 | ELV | $373K | 9.9% | 1.3M |
| 4 | GOOGL | $339K | 9.0% | 1.2M |
| 5 | FERG | $336K | 8.9% | 1.4M |
| 6 | WTW | $260K | 6.9% | 893K |
| 7 | AON | $248K | 6.6% | 769K |
| 8 | V | $212K | 5.6% | 701K |
| 9 | TFX | $191K | 5.1% | 1.6M |
| 10 | GPC | $158K | 4.2% | 1.5M |
| 11 | LBTYA | $157K | 4.2% | 13.4M |
| 12 | HLF | $136K | 3.6% | 9.3M |
| 13 | COLD | $89K | 2.4% | 7.8M |
| 14 | MOH | $84K | 2.2% | 634K |
| 15 | AERO | $68K | 1.8% | 4.9M |
| 16 | PCVX | $46K | 1.2% | 800K |
| 17 | DNOW | $43K | 1.1% | 3.6M |
Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.