Cost Basis
Baupost Group
Seth Klarman
15 holdings with price data
Est. portfolio value: $5.1MReport date: 2026-03-31Avg ROI: +11.2%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| WCC WESCO INTERNATIONAL INC | $279.95 | $361.33 | +29.07% |
| AMZN Amazon.com Inc | $223.08 | $284.02 | +27.31% |
| TFX TELEFLEX INC | $113.43 | $139.70 | +23.15% |
| GOOG ALPHABET INC-CL C | $309.02 | $372.47 | +20.53% |
| MOH MOLINA HEALTHCARE INC | $162.27 | $194.77 | +20.03% |
| UNP UNION PACIFIC CORP | $244.33 | $291.23 | +19.20% |
| ELV ELEVANCE HEALTH INC | $331.33 | $382.77 | +15.52% |
| COLD AMERICOLD REALTY TRUST INC | $12.41 | $14.11 | +13.65% |
| V Visa Inc | $326.54 | $365.67 | +11.98% |
| GPC GENUINE PARTS CO | $122.82 | $128.52 | +4.64% |
| EXP EAGLE MATERIALS INC | $206.66 | $214.74 | +3.91% |
| QSR RESTAURANT BRANDS INTERN | $70.60 | $72.94 | +3.32% |
| FERG FERGUSON ENTERPRISES INC | $242.46 | $250.08 | +3.14% |
| AERO GRUPO AEROMEXICO SAB DE CV | $17.16 | $16.03 | -6.59% |
| GDS GDS HOLDINGS LTD - ADR | $41.21 | $32.70 | -20.65% |