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Free — 5 of 25

Data as of Q4 2025

All position changes for BAUPOST GROUP LLC/MA. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	QSR RESTAURANT BRANDS INTL INC	Decreased	8.1M	-2.1%	$551,325	10.4%	0
2025-Q4	AMZN Amazon.com Inc	New	2.1M	—	$489,659	9.3%	75
2025-Q4	WTW Willis Towers Watson PLC	Increased	1.4M	+24.7%	$446,108	8.5%	58
2025-Q4	ELV ELEVANCE HEALTH INC	Decreased	1.3M	-3.8%	$444,954	8.4%	0
2025-Q4	UNP Union Pacific Corp	Increased	1.6M	+8.8%	$376,416	7.1%	51
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