Baupost Group

NewCME2.5% of the bookNewAXTA0.8% of the bookNewPS0.2% of the bookAddedGPC89.0% more sharesAddedAMZN20.0% more sharesAddedNCLH113% more shares

Holdings as of Jun 30 (Q2 2026), filed 44 days later (the report at the SEC)

NewAON4.9% of the bookNewV4.1% of the bookNewTFX3.7% of the bookNewNCLH1.3% of the bookAddedAMZN47.0% more sharesAddedFERG26.9% more shares

Holdings as of Mar 31 (Q1 2026), filed 44 days later (the report at the SEC)

NewAMZN9.3% of the bookNewMOH2.1% of the bookNewAERO2.0% of the bookAddedWTW24.7% more sharesAddedFISV146% more sharesAddedEXP26.1% more shares

Holdings as of Dec 31 (Q4 2025), filed 44 days later (the report at the SEC)

NewUNP7.4% of the bookNewGPC4.1% of the bookNewCOLD0.9% of the bookAddedQSR104% more sharesAddedELV114% more sharesAddedEXP39.0% more shares

Holdings as of Sep 30 (Q3 2025), filed 44 days later (the report at the SEC)

NewFISV3.8% of the bookNewAmcor PLC1.2% of the bookNewPAGS0.6% of the bookAddedELV150% more sharesAddedCRH42.0% more sharesAddedGOOG26.8% more shares

Holdings as of Jun 30 (Q2 2025), filed 44 days later (the report at the SEC)

NewFIS7.5% of the bookNewELV3.1% of the bookNewICLR2.0% of the bookNewSGI1.2% of the bookAddedGOOG45.7% more sharesAddedWCC39.7% more shares

Holdings as of Mar 31 (Q1 2025), filed 44 days later (the report at the SEC)