Price Gap

Baupost Group

Seth Klarman

15 holdings with price data

Est. portfolio value: $5.1MReport date: 2026-03-31Days since filing: 83d
View full 13F →
TickerAt filingNowChangevs filing
GDS

GDS HOLDINGS LTD - ADR

$39.27$32.70-16.73%Below filing price
QSR

RESTAURANT BRANDS INTERN

$73.76$72.94-1.11%Below filing price
FERG

FERGUSON ENTERPRISES INC

$223.65$250.08+11.82%Above filing price
AERO

GRUPO AEROMEXICO SAB DE CV

$13.56$16.03+18.22%Above filing price
EXP

EAGLE MATERIALS INC

$181.50$214.74+18.31%Above filing price
TFX

TELEFLEX INC

$114.93$139.70+21.55%Above filing price
UNP

UNION PACIFIC CORP

$239.23$291.23+21.74%Above filing price
V

Visa Inc

$299.54$365.67+22.08%Above filing price
COLD

AMERICOLD REALTY TRUST INC

$11.46$14.11+23.12%Above filing price
GPC

GENUINE PARTS CO

$104.35$128.52+23.16%Above filing price
ELV

ELEVANCE HEALTH INC

$284.79$382.77+34.40%Above filing price
GOOG

ALPHABET INC-CL C

$273.14$372.47+36.37%Above filing price
WCC

WESCO INTERNATIONAL INC

$257.14$361.33+40.52%Above filing price
AMZN

Amazon.com Inc

$200.95$284.02+41.34%Above filing price
MOH

MOLINA HEALTHCARE INC

$131.47$194.77+48.15%Above filing price

Approx. 83 days since 13F filing (45-day disclosure lag).

Baupost Group — Price Gap