Baupost Group LLC

Bought Aon, sold out of Fidelity Natl Information. Portfolio down 3% to $5.1M.

$5.1M portfolio22 holdingstop 10 = 74%filed 2026-05-14

1AMZNAmazon Com Inc12.70%
$650K - 3.1M shares+997K
2QSRRestaurant Brands Intl Inc11.67%
$597K - 8.1M shares-
3WCCWesco Intl Inc7.69%
$393K - 1.4M shares+18K
4UNPUnion Pac Corp7.31%
$374K - 1.5M shares-86K
5ELVElevance Health Inc Former7.30%
$373K - 1.3M shares+6K
6GOOGAlphabet Inc6.62%
$339K - 1.2M shares+94K
7FERGFerguson Enterprises Inc6.58%
$336K - 1.4M shares+305K
8Willis Towers Watson PLC LTD5.08%
$260K - 893K shares-464K
9Aon PLC4.85%
$248K - 769K sharesNEW
10VVisa Inc4.14%
$212K - 701K sharesNEW
11TFXTeleflex Incorporated3.73%
$191K - 1.6M sharesNEW
12EXPEagle Matls Inc3.31%
$169K - 893K shares-292K
13GPCGenuine Parts Co3.08%
$158K - 1.5M shares+4K
14Liberty Global LTD3.07%
$157K - 13.4M shares-7.5M
15Herbalife LTD2.66%
$136K - 9.3M shares-
16GDSGDS Hldgs LTD2.40%
$123K - 3.0M shares-
17COLDAmericold Realty Trust Inc1.74%
$89K - 7.8M shares+4.3M
18MOHMolina Healthcare Inc1.65%
$84K - 634K shares+9K
19AEROGrupo Aeromexico Sab De CV1.34%
$68K - 4.9M shares+25K
20Norwegian Cruise Line Hldgs1.33%
$68K - 3.6M sharesNEW
21PCVXVaxcyte Inc0.91%
$46K - 800K sharesNEW
22DNOWDnow Inc0.84%
$43K - 3.6M sharesNEW

#	Stock
1	AMZNAmazon Com Inc	12.70%	$650K	3.1M	+997K
2	QSRRestaurant Brands Intl Inc	11.67%	$597K	8.1M	-
3	WCCWesco Intl Inc	7.69%	$393K	1.4M	+18K
4	UNPUnion Pac Corp	7.31%	$374K	1.5M	-86K
5	ELVElevance Health Inc Former	7.30%	$373K	1.3M	+6K
6	GOOGAlphabet Inc	6.62%	$339K	1.2M	+94K
7	FERGFerguson Enterprises Inc	6.58%	$336K	1.4M	+305K
8	Willis Towers Watson PLC LTD	5.08%	$260K	893K	-464K
9	Aon PLC	4.85%	$248K	769K	NEW
10	VVisa Inc	4.14%	$212K	701K	NEW
11	TFXTeleflex Incorporated	3.73%	$191K	1.6M	NEW
12	EXPEagle Matls Inc	3.31%	$169K	893K	-292K
13	GPCGenuine Parts Co	3.08%	$158K	1.5M	+4K
14	Liberty Global LTD	3.07%	$157K	13.4M	-7.5M
15	Herbalife LTD	2.66%	$136K	9.3M	-
16	GDSGDS Hldgs LTD	2.40%	$123K	3.0M	-
17	COLDAmericold Realty Trust Inc	1.74%	$89K	7.8M	+4.3M
18	MOHMolina Healthcare Inc	1.65%	$84K	634K	+9K
19	AEROGrupo Aeromexico Sab De CV	1.34%	$68K	4.9M	+25K
20	Norwegian Cruise Line Hldgs	1.33%	$68K	3.6M	NEW
21	PCVXVaxcyte Inc	0.91%	$46K	800K	NEW
22	DNOWDnow Inc	0.84%	$43K	3.6M	NEW

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.