BAUPOST GROUP LLC/MA Q2 2025 Filing
Filed August 13, 2025
Portfolio Value
$4.1B
Holdings
23
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 2,633,988 | $467.2M | 11.31% | |
| 2 | WCCWESCO INTL INC | 2,207,601 | $408.8M | 9.90% | |
| 3 | WTWWILLIS TOWERS WATSON PLC LTD | 1,314,184 | $402.8M | 9.75% | |
| 4 | RHCRH PLC | 3,825,395 | $351.2M | 8.50% | |
| 5 | FISFIDELITY NATL INFORMATION SV | 3,789,711 | $308.5M | 7.47% | |
| 6 | DGDOLLAR GEN CORP NEW | 2,666,876 | $305.0M | 7.39% | |
| 7 | QSRRESTAURANT BRANDS INTL INC | 4,049,562 | $268.4M | 6.50% | |
| 8 | LBTYALIBERTY GLOBAL LTD | 24,657,803 | $254.2M | 6.16% | |
| 9 | FERGFERGUSON ENTERPRISES INC | 1,132,000 | $246.5M | 5.97% | |
| 10 | ELVELEVANCE HEALTH INC | 616,000 | $239.6M | 5.80% | |
| 11 | FISVFISERV INC | 895,000 | $154.3M | 3.74% | |
| 12 | EXPEAGLE MATLS INC | 676,257 | $136.7M | 3.31% | |
| 13 | VSATVIASAT INC | 9,190,728 | $134.2M | 3.25% | |
| 14 | GDSGDS HLDGS LTD | 3,249,952 | $99.4M | 2.41% | |
| 15 | LBRDKLIBERTY BROADBAND CORP | 745,610 | $73.4M | 1.78% | |
| 16 | HLFHERBALIFE LTD | 7,759,844 | $66.9M | 1.62% | |
| 17 | ICLRICON PLC | 405,000 | $58.9M | 1.43% | |
| 18 | LBTYALIBERTY GLOBAL LTD | 5,076,762 | $50.8M | 1.23% | |
| 19 | AMCRAMCOR PLC | 5,500,000 | $50.5M | 1.22% | |
| 20 | PAGSPAGSEGURO DIGITAL LTD | 2,500,000 | $24.1M | 0.58% | |
| 21 | HLF 4.25 06/15/28HERBALIFE LTD | 17,129,000 | $15.6M | 0.38% | |
| 22 | TBNTAMBORAN RES CORP | 570,833 | $12.2M | 0.29% | |
| 23 | LBRDALIBERTY BROADBAND CORP | 7,560 | $740K | 0.02% |