Not yet filed. No Q3 2026 Form 13F from Baupost Group has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 13, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| AMZN · AMAZON COM INC | 3,743,854 | 16.48% |
| ELV · Elevance Health, Inc. | 1,275,154 | 9.11% |
| QSR · Restaurant Brands International Inc. | 6,753,112 | 9.04% |
| GOOG · Alphabet Inc. | 1,371,931 | 8.95% |
| FERG · Ferguson Enterprises Inc. /DE/ | 1,450,594 | 6.36% |
| GPC · GENUINE PARTS CO | 2,816,178 | 6.13% |
| UNP · UNION PACIFIC CORP | 1,185,395 | 5.95% |
| V · VISA INC. | 701,355 | 4.44% |
| WCC · WESCO INTERNATIONAL INC | 662,881 | 4.23% |
| AON · Aon plc | 687,000 | 4.21% |
Largest increase 2026 Q1 → 2026 Q2: NCLH (+112.9% of shares). New position in 2026 Q2: CME (2.52% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: WCC (-53.9% of shares). Exited in 2026 Q2: WTW, PCVX.
Full record: Baupost Group fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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