FilingSpy

Baupost Group LLC (Seth Klarman) - FilingSpy

Seth Klarman

Baupost Group LLC

Seth Klarman

$3.43B

Overview Activity Holdings

Buys

Ferguson Enterprises, Inc.

$196.48M

+1.13M shares

Sunrise Communications AG

$100.60M

+2.34M shares

HUMNEW

Humana Inc

$87.78M

+346.0K shares

GPCNEW

Genuine Parts Co

$36.82M

+315.3K shares

Willis Towers Watson Public Limited Company

$524.62M + $50.72M =$575.34M

1.78M+55.5K (+3.12%)

Wesco International Inc

$211.32M + $48.48M =$259.80M

1.26M+177.7K (+14.12%)

Crh Plc

$244.52M =$244.38M

2.64M+4.8K (+0.18%)

Restaurant Brands International Inc.

$2.04M + $187.09M =$189.13M

28.3K+2.87M (+10155.53%)

Eagle Materials Inc

$143.90M + $13.58M =$157.49M

500.3K+137.9K (+27.57%)

Herbalife Ltd

$36.84M + $14.00M =$50.85M

5.12M+2.48M (+48.32%)

Sells

FISEXIT

Fidelity National Information Services, Inc.

$81.36M - $81.36M =Closed

-971.5K shares (100%)

FTREEXIT

Fortrea Holdings Inc

$45.86M - $45.86M =Closed

-2.29M shares (100%)

JEXIT

Jacobs Solutions Inc

$45.90M - $45.90M =Closed

-350.7K shares (100%)

Liberty Global Ltd

$914.34M - $395.92M =$518.42M

39.45M left-2.86M (-6.75%)

Alphabet Inc

$245.03M =$271.56M

1.43M left-39.6K (-2.70%)

Clarivate Plc

$276.40M - $92.10M =$184.30M

36.28M left-2.65M (-6.81%)

Dollar General Corp.

$194.83M - $38.58M =$156.25M

2.06M left-243.0K (-10.55%)

Solventum Corp

$126.89M - $31.35M =$95.54M

1.45M left-373.7K (-20.53%)

Liberty Global Ltd

$151.87M - $85.50M =$66.37M

5.20M left-1.99M (-27.70%)