BAUPOST GROUP LLC/MA Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$5.3B
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QSRRESTAURANT BRANDS INTL INC | 8,080,112 | $551.3M | 10.44% | |
| 2 | AMZNAMAZON COM INC | 2,121,391 | $489.7M | 9.28% | |
| 3 | WTWWILLIS TOWERS WATSON PLC LTD | 1,357,601 | $446.1M | 8.45% | |
| 4 | ELVELEVANCE HEALTH INC FORMERLY | 1,269,302 | $445.0M | 8.43% | |
| 5 | UNPUNION PAC CORP | 1,627,254 | $376.4M | 7.13% | |
| 6 | WCCWESCO INTL INC | 1,418,831 | $347.1M | 6.58% | |
| 7 | GOOGALPHABET INC | 1,087,181 | $341.2M | 6.46% | |
| 8 | FISFIDELITY NATL INFORMATION SV | 4,503,801 | $299.3M | 5.67% | |
| 9 | DGDOLLAR GEN CORP NEW | 2,062,821 | $273.9M | 5.19% | |
| 10 | FERGFERGUSON ENTERPRISES INC | 1,137,035 | $253.1M | 4.80% | |
| 11 | EXPEAGLE MATLS INC | 1,185,248 | $245.0M | 4.64% | |
| 12 | LBTYALIBERTY GLOBAL LTD | 20,884,781 | $230.6M | 4.37% | |
| 13 | GPCGENUINE PARTS CO | 1,486,088 | $182.7M | 3.46% | |
| 14 | FISVFISERV INC | 2,200,000 | $147.8M | 2.80% | |
| 15 | RHCRH PLC | 1,072,957 | $133.9M | 2.54% | |
| 16 | HLFHERBALIFE LTD | 9,259,844 | $119.4M | 2.26% | |
| 17 | MOHMOLINA HEALTHCARE INC | 625,000 | $108.5M | 2.05% | |
| 18 | AEROGRUPO AEROMEXICO SAB DE CV | 4,855,180 | $106.6M | 2.02% | |
| 19 | GDSGDS HLDGS LTD | 3,044,818 | $106.3M | 2.01% | |
| 20 | COLDAMERICOLD REALTY TRUST INC | 3,475,685 | $44.7M | 0.85% | |
| 21 | LBTYALIBERTY GLOBAL LTD | 2,080,456 | $23.2M | 0.44% | |
| 22 | TBNTAMBORAN RES CORP | 257,226 | $7.0M | 0.13% |