Seth Klarman - Baupost Group – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Seth Klarman - Baupost Group during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AMZN | 3,118,754 | $208.27 | Increased | 47.01% | 12.69% | $649.54M | 2026 Q1 |
| WCC | 1,436,881 | $273.62 | Increased | 1.27% | 7.68% | $393.16M | 2026 Q1 |
| ELV | 1,275,154 | $292.75 | Increased | 0.46% | 7.29% | $373.3M | 2026 Q1 |
| GOOG | 1,181,131 | $286.86 | Increased | 8.64% | 6.62% | $338.82M | 2026 Q1 |
| FERG | 1,442,411 | $233.26 | Increased | 26.86% | 6.57% | $336.46M | 2026 Q1 |
| AON | 769,000 | $322.78 | Buy | 100.00% | 4.85% | $248.22M | 2026 Q1 |
| V | 701,355 | $302.24 | Buy | 100.00% | 4.14% | $211.98M | 2026 Q1 |
| TFX | 1,595,000 | $119.61 | Buy | 100.00% | 3.73% | $190.78M | 2026 Q1 |
| GPC | 1,490,348 | $105.75 | Increased | 0.29% | 3.08% | $157.6M | 2026 Q1 |
| COLD | 7,780,800 | $11.46 | Increased | 123.86% | 1.74% | $89.17M | 2026 Q1 |
| MOH | 633,609 | $133.3 | Increased | 1.38% | 1.65% | $84.46M | 2026 Q1 |
| AERO | 4,880,188 | $14.01 | Increased | 0.52% | 1.34% | $68.37M | 2026 Q1 |
| NCLH | 3,630,000 | $18.7 | Buy | 100.00% | 1.33% | $67.88M | 2026 Q1 |
| PCVX | 800,000 | $58.11 | Buy | 100.00% | 0.91% | $46.49M | 2026 Q1 |
| DNOW | 3,625,000 | $11.91 | Buy | 100.00% | 0.84% | $43.17M | 2026 Q1 |
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