What funds bought in Q2 2026

What Seth Klarman bought in Q2 2026

Data last updated August 13, 2026.

Buys, sells, and new positions for the quarter ended June 30, 2026. Figures are the filers' own 13F values. 1 of these managers have both this quarter and the prior quarter stored locally. Filings are due by August 14, 2026.

Baupost Group holdings

Top buys

TickerCompanyChangeValue change
AMZNAMAZON COM INCBuy$242.8M
GPCGENUINE PARTS COBuy$174.6M
GOOGALPHABET INCBuy$145.9M
CMECME GROUP INCNew$136.7M
NCLHNORWEGIAN CRUISE LINE HLDGSBuy$95.3M
AXTAAXALTA COATING SYS LTDNew$43.6M
PSPERSHING SQUARE INCNew$12.9M
FERGFERGUSON ENTERPRISES INCBuy$7.8M
GDSGDS HLDGS LTDBuy$9.5M

Top sells

TickerCompanyChangeValue change
—WILLIS TOWERS WATSON PLC LTDSold out$259.6M
WCCWESCO INTL INCSell$164.2M
QSRRESTAURANT BRANDS INTL INCSell$107.6M
LBTYALIBERTY GLOBAL LTDSell$63.2M
UNPUNION PAC CORPSell$51.4M
EXPEAGLE MATLS INCSell$49.7M
—VAXCYTE INCSold out$46.5M
AONAON PLCSell$20.3M
TFXTELEFLEX INCORPORATEDSell$12.2M
DNOWDNOW INCSell$7.0M
COLDAMERICOLD REALTY TRUST INCSell$18.2M

New positions

TickerCompanyChangeValue change
CMECME GROUP INCNew$136.7M
AXTAAXALTA COATING SYS LTDNew$43.6M
PSPERSHING SQUARE INCNew$12.9M