13F Portfolio · Q1 2026
Seth Klarman
Baupost Group · 53% top-10 concentration
Value
Top 3 holdings
| AMZN | AMAZON COM INC | 12.7% |
| QSR | RESTAURANT BRANDS INTL INC | 11.7% |
| WCC | WESCO INTL INC | 7.7% |
| AMZN | AMAZON COM INC | 12.7% |
| QSR | RESTAURANT BRANDS INTL INC | 11.7% |
| WCC | WESCO INTL INC | 7.7% |