Seth Klarman - Baupost Group
Portfolio
$5.42 B
Positionen
23
Stichtag
2026-06-30
Quartal
Q2 2026
| AMZNAMAZON COM INC | 16.48% | Add 20.04% |
| ELEVANCE HEALTH INC FORMERLY | 9.11% | |
| RESTAURANT BRANDS INTL INC | 9.04% | Reduce 16.42% |
| GOOGALPHABET INC | 8.95% | Add 16.15% |
| FERGFERGUSON ENTERPRISES INC | 6.36% | Add 0.57% |
| GPCGENUINE PARTS CO | 6.13% | Add 88.96% |
| UNPUNION PAC CORP | 5.95% | Reduce 23.08% |
| VVISA INC | 4.44% | |
| WCCWESCO INTL INC | 4.23% | Reduce 53.87% |
| AON PLC | 4.21% | Reduce 10.66% |
| TFXTELEFLEX INCORPORATED | 3.30% | Reduce 11.66% |
| NORWEGIAN CRUISE LINE HLDGS | 3.01% | Add 112.95% |
| MOLINA HEALTHCARE INC | 2.68% | |
| CMECME GROUP INC | 2.52% | Buy |
| HERBALIFE LTD | 2.25% | |
| EXPEAGLE MATLS INC | 2.21% | Reduce 40.55% |
| GDSGDS HLDGS LTD | 2.09% | Add 23.81% |
| COLDAMERICOLD REALTY TRUST INC | 1.98% | Reduce 12.22% |
| LIBERTY GLOBAL LTD | 1.74% | Reduce 36.23% |
| GRUPO AEROMEXICO SAB DE CV | 1.62% | |
| AXALTA COATING SYS LTD | 0.81% | Buy |
| DNOW INC | 0.67% | Reduce 23.09% |
| PSPERSHING SQUARE INC | 0.24% | Buy |
23 Einträge