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Baupost Group LLC (Seth Klarman) - FilingSpy

Seth Klarman

Baupost Group LLC

Seth Klarman

$5.28B

Overview Activity Holdings

Buys

Amazon.com Inc

$489.66M

+2.12M shares

MOHNEW

Molina Healthcare Inc

$108.46M

+625.0K shares

Grupo Aeromexico Sab De Cv

$106.62M

+4.86M shares

Willis Towers Watson Public Limited Company

$376.22M + $69.89M =$446.11M

1.09M+268.5K (+24.66%)

Union Pacific Corporation

$353.66M + $22.76M =$376.42M

1.50M+131.1K (+8.76%)

Fidelity National Information Services, Inc.

$249.89M + $49.43M =$299.32M

3.79M+714.1K (+18.84%)

Eagle Materials Inc

$218.98M + $25.99M =$244.97M

939.7K+245.6K (+26.14%)

Genuine Parts Co

$193.35M =$182.73M

1.40M+91.1K (+6.53%)

Fiserv, Inc.

$115.39M + $32.38M =$147.77M

895.0K+1.30M (+145.81%)

Herbalife Ltd

$65.49M + $53.87M =$119.36M

7.76M+1.50M (+19.33%)

Sells

CABOEXIT

Cable One Inc

$12.07M - $12.07M =Closed

-14.10M shares (100%)

42703MEXIT

Herbalife Ltd

$15.83M - $15.83M =Closed

-17.13M shares (100%)

PAGSEXIT

Pagseguro Digital Ltd

$25.00M - $25.00M =Closed

-2.50M shares (100%)

Restaurant Brands International Inc.

$529.34M =$551.33M

8.08M left-172.8K (-2.09%)

Anthem Inc.

$426.19M =$444.95M

1.27M left-49.7K (-3.77%)

Wesco International Inc

$317.92M =$347.10M

1.42M left-84.3K (-5.61%)

Alphabet Inc

$452.55M - $111.39M =$341.16M

1.09M left-771.0K (-41.49%)

Dollar General Corp.

$275.62M - $1.74M =$273.88M

2.06M left-604.1K (-22.65%)

Ferguson Enterprises, Inc.

$259.50M - $6.36M =$253.14M

1.14M left-18.5K (-1.60%)

Liberty Global Ltd

$254.48M - $23.91M =$230.57M

20.88M left-773.0K (-3.57%)

Crh Plc

$405.67M - $271.76M =$133.91M

1.07M left-2.31M (-68.29%)

Gds Holdings Ltd

$125.77M - $19.51M =$106.26M

3.04M left-205.1K (-6.31%)

Americold Realty Trust Inc

$44.06M =$44.70M

3.48M left-124.3K (-3.45%)

Liberty Global Ltd

$58.18M - $35.00M =$23.18M

2.08M left-3.00M (-59.02%)

Tamboran Resources Corporation

$15.63M - $8.63M =$7.00M

257.2K left-313.6K (-54.94%)