Baupost Group · Seth Klarman

Period 2026-06-30 · Filed 2026-08-13 · Value of constituent holdings $2.7M← Notable Institutional Holdings

New

Added

Reduced

Sold out

All 8 New 1 Added 4 Reduced 1 Sold out 1

Ticker	Company	Value	Weight	Shares	vs. 2026-03
AMZN	Amazon	$892,310	33.6%	3,743,854	Added+20%
GOOG	Alphabet Inc. (Class C)	$484,744	18.2%	1,371,931	Added+16%
FERG	Ferguson Enterprises	$344,269	12.9%	1,450,594	Added+1%
GPC	Genuine Parts Company	$332,253	12.5%	2,816,178	Added+89%
AON	Aon plc	$227,871	8.6%	687,000	Reduced−11%
CME	CME Group	$136,694	5.1%	619,000	New

Institutional holdings come from filings made within 45 days of quarter-end and reflect positions at quarter-end. Short positions and non-US stocks are excluded; values are as reported in the filing.