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Size ($ in 1000's)
At 09/30/2025: $4,790,804
At 06/30/2025: $4,130,042Baupost Group LLC MA AUM history
Baupost Group LLC MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baupost Group LLC MA 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Baupost Group LLC MA top holdings by largest position size, as per the latest 13f filing made by Baupost Group LLC MA.
In the Baupost Group LLC MA-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Baupost Group LLC MA in that top holding, then the share count change between reporting periods, and finally the Baupost Group LLC MA top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| RESTAURANT BRANDS INTL INC |
8,252,862 |
+4,203,300 |
$529,337 | | QSR | 8,252,862 | +4,203,300 | $529,337 | | ALPHABET INC |
1,858,138 |
-775,850 |
$452,550 | | GOOG | 1,858,138 | -775,850 | $452,550 | | ELEVANCE HEALTH INC FORMERLY |
1,319,000 |
+703,000 |
$426,195 | | ELV | 1,319,000 | +703,000 | $426,195 | | CRH PLC |
3,383,395 |
-442,000 |
$405,669 | | CRH | 3,383,395 | -442,000 | $405,669 | | WILLIS TOWERS WATSON PLC LTD |
1,089,065 |
-225,119 |
$376,218 | | WTW | 1,089,065 | -225,119 | $376,218 | | UNION PAC CORP |
1,496,204 |
+1,496,204 |
$353,658 | | UNP | 1,496,204 | +1,496,204 | $353,658 | | WESCO INTL INC |
1,503,180 |
-704,421 |
$317,923 | | WCC | 1,503,180 | -704,421 | $317,923 | | DOLLAR GEN CORP NEW |
2,666,876 |
UNCH |
$275,622 | | DG | 2,666,876 | UNCH | $275,622 | | FERGUSON ENTERPRISES INC |
1,155,500 |
+23,500 |
$259,502 | | FERG | 1,155,500 | +23,500 | $259,502 | | LIBERTY GLOBAL LTD |
21,657,803 |
-3,000,000 |
$254,479 | | LBTYK | 21,657,803 | -3,000,000 | $254,479 | | FIDELITY NATL INFORMATION SV |
3,789,711 |
UNCH |
$249,894 | | FIS | 3,789,711 | UNCH | $249,894 | | EAGLE MATLS INC |
939,660 |
+263,403 |
$218,978 | | EXP | 939,660 | +263,403 | $218,978 | | GENUINE PARTS CO |
1,395,000 |
+1,395,000 |
$193,347 | | GPC | 1,395,000 | +1,395,000 | $193,347 | | GDS HLDGS LTD |
3,249,952 |
UNCH |
$125,773 | | GDS | 3,249,952 | UNCH | $125,773 | | FISERV INC |
895,000 |
UNCH |
$115,392 | | FI | 895,000 | UNCH | $115,392 |  HERBALIFE LTD |
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$81,326 | | HLF | 7,759,844 | UNCH | $65,493 | | NOTE 4 | 17,129,000 | UNCH | $15,833 | | LIBERTY GLOBAL LTD |
5,076,762 |
UNCH |
$58,180 | | LBTYA | 5,076,762 | UNCH | $58,180 | | AMERICOLD REALTY TRUST INC |
3,600,000 |
+3,600,000 |
$44,064 | | COLD | 3,600,000 | +3,600,000 | $44,064 | | PAGSEGURO DIGITAL LTD |
2,500,000 |
UNCH |
$25,000 | | PAGS | 2,500,000 | UNCH | $25,000 | | TAMBORAN RES CORP |
570,833 |
UNCH |
$15,629 | | TBN | 570,833 | UNCH | $15,629 |
See Full List: All Stocks Held By Baupost Group LLC MA
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Baupost Group LLC MA
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