Baupost Group
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- trimmed−0.75
- trimmed+0.85
Positions
| LBTYKLiberty Global Ltd. Class C | 17.20% | 42,311,011 | $789M | held | — | 22 q |
| VSATViasat Inc | 9.86% | 16,174,839 | $452M | held | — | 43 q |
| LM0CLiberty Media Corp-liber-new | 9.32% | 14,851,048 | $427M | held | — | 2 q |
| GOOGAlphabet Inc. Class C | 9.07% | 2,949,538 | $416M | trimmed−23% | −0.75 pp | 16 q |
| FISFidelity National Information Services, Inc. | 8.33% | 6,360,719 | $382M | trimmed−9% | +0.85 pp | 6 q |
| WTWWillis Towers Watson Public Limited Company | 8.18% | 1,555,667 | $375M | held | — | 12 q |
| WBDWarner Bros. Discovery, Inc. Series A | 6.26% | 25,235,094 | $287M | held | — | 7 q |
| CLVTClarivate Plc | 5.15% | 25,500,000 | $236M | added+13% | +2.21 pp | 2 q |
| 22941EURLiberty Media Corp-cl A New | 5.13% | 8,177,656 | $235M | held | — | 2 q |
| CRHCRH Public Limited Company | 5.05% | 3,345,543 | $231M | held | — | 2 q |
| LBTYALiberty Global Ltd. Class A | 2.79% | 7,194,276 | $128M | held | — | 22 q |
| JAZZJazz Pharmaceuticals, Inc. | 2.24% | 833,696 | $103M | added+24% | +0.54 pp | 4 q |
| JJacobs Solutions Inc. | 2.06% | 727,786 | $94M | added+49% | +0.77 pp | 2 q |
| TBPHTheravance Biopharma, Inc. | 1.82% | 7,419,226 | $83M | held | — | 39 q |
| TSEMTower Semiconductor Ltd | 1.80% | 2,710,852 | $83M | trimmed−5% | +0.44 pp | 2 q |
| LLYVALiberty Media Corp-liberty-a | 1.51% | 1,899,547 | $69M | trimmed−4% | +0.28 pp | 2 q |
| SSNCSS&C Technologies Inc | 1.37% | 1,028,545 | $63M | trimmed−55% | −0.98 pp | 15 q |
| GTNGray Media, Inc. | 0.73% | 3,760,000 | $34M | held | — | 8 q |
| GTXGarrett Motion Inc. | 0.63% | 2,994,289 | $29M | trimmed−50% | −0.29 pp | 11 q |
| LLYVKLiberty Media Corp-liberty-c | 0.59% | 718,270 | $27M | trimmed−62% | −0.60 pp | 2 q |
| HLFHerbalife Ltd. | 0.56% | 1,679,799 | $26M | trimmed−1% | +0.10 pp | 5 q |
| OPTUOptimum Communications, Inc. | 0.34% | 4,774,615 | $16M | held | — | 5 q |
| FNCHQFinch Therapeutcs Grp Inc | 0.01% | 67,296 | $243,000 | held | — | 3 q |
| VRTVVeritiv Corporation | — | −3,324,324 | — | exited | −10.92 pp | — |
| DGDollar General Corp. | — | −927,000 | — | exited | −1.91 pp | — |
| QRVOQorvo, Inc. | — | −935,612 | — | exited | −1.74 pp | — |
| EDUNew Oriental Education and Technology Group, Inc. | — | −1,023,272 | — | exited | −1.16 pp | — |
| STXSeagate Technology Holdings PLC (Ireland) | — | −600,000 | — | exited | −0.77 pp | — |
| unresolvedAdvantage Solutions Inc | — | −6,153,982 | — | exited | −0.34 pp | — |
| ATRAGBXAtara Biotherapeutics Inc | — | −9,773,616 | — | exited | −0.28 pp | — |
| TMQTrilogy Metals Inc | — | −2,329,285 | — | exited | −0.02 pp | — |