Baupost Group Portfolio - Jun 30, 2025

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Baupost Group, Seth Klarman, has built a diversified portfolio of 22 publicly traded holdings with a total market value of $4.1M as of Jun 30, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 11.3% of the total portfolio value. The top 5 holdings account for 46.9% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

22
Total Holdings
$4.1M
Portfolio Value
Jun 30, 2025
Latest Filing
11.3%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in ALPHABET INC (GOOG) represents 11.3% of the total portfolio, valued at $467.2K.

Rank Symbol Company Value Portfolio % Change
1 GOOG ALPHABET INC $467.2K 11.3% +26.8%
2 WCC WESCO INTL INC $408.8K 9.9% +10.1%
3 WTW WILLIS TOWERS WATSON PLC LTD $402.8K 9.8% -13.9%
4 CRH CRH PLC $351.2K 8.5% +42.0%
5 FIS FIDELITY NATL INFORMATION SV $308.5K 7.5% +8.5%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 158 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
G0250X107 Amcor +5,500,000 Jun 30, 2025 BUY
G68707101 PagSeguro Digital +2,500,000 Jun 30, 2025 BUY
CRH CRH +1,131,000 Jun 30, 2025 BUY
SOLV Solventum Corporation -1,053,240 Jun 30, 2025 SELL
GDS GDS Holdings Limited -1,000,000 Jun 30, 2025 SELL
VSAT ViaSat, Inc. -1,000,000 Jun 30, 2025 SELL
FI Fiserv, Inc. +895,000 Jun 30, 2025 BUY
TPX Tempur Sealy International, Inc -703,349 Jun 30, 2025 SELL
LBRDK Liberty Broadband Corporation +575,000 Jun 30, 2025 BUY
DG Dollar General Corporation +562,000 Jun 30, 2025 BUY

Investment Strategy Insights

Baupost Group's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in ALPHABET INC (GOOG) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a increase of 26.8% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 158 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Baupost Group's portfolio as of Jun 30, 2025 reflects a strategic approach to equity investing with 22 holdings valued at $4.1M. The concentrated position in ALPHABET INC and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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