Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Baupost Group ⇄ Markel Group
8Shared positions
5.5%Name overlap (Jaccard)
15+Only Baupost Group
15+Only Markel Group
Shared holdings · Q2 2026
| Security | Baupost Group weight | Markel Group weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 16.5% | 3.7% |
| GOOG Alphabet Inc. | 8.9% | 7.4% |
| V Visa Inc. | 4.4% | 2.6% |
| FERG Ferguson plc | 6.4% | 0.3% |
| UNP Union Pacific Corporation | 6.0% | 0.3% |
| AON Aon plc | 4.2% | 0.3% |
| CME CME Group Inc. | 2.5% | 0.1% |
| EXP Eagle Materials Inc. | 2.2% | 0.0% |
Distinctively Baupost Group
| ELV Elevance Health Inc. | 9.1% |
| QSR Restaurant Brands… | 9.0% |
| GPC Genuine Parts Company | 6.1% |
| WCC WESCO International… | 4.2% |
| TFX Teleflex Incorporated | 3.3% |
| NCLH Norwegian Cruise Line… | 3.0% |
| MOH Molina Healthcare… | 2.7% |
| HLF Herbalife Nutrition… | 2.2% |
| GDS GDS Holdings Limited | 2.1% |
| COLD Americold Realty… | 2.0% |
| LBTYA Liberty Global plc | 1.7% |
| AERO | 1.6% |
| AXTA Axalta Coating… | 0.8% |
| DNOW Dnow Inc. | 0.7% |
| PS | 0.2% |
Distinctively Markel Group
| BRK-A Berkshire Hathaway… | 6.4% |
| BRK-B Berkshire Hathaway… | 5.8% |
| DE Deere & Company | 4.2% |
| BN Brookfield Corporation | 4.2% |
| ADI Analog Devices, Inc. | 3.0% |
| GS The Goldman Sachs… | 2.8% |
| AAPL Apple Inc. | 2.7% |
| CAT Caterpillar Inc. | 2.7% |
| HD The Home Depot, Inc. | 2.5% |
| WSO Watsco, Inc. | 1.9% |
| TXN Texas Instruments… | 1.6% |
| BLK BlackRock, Inc. | 1.6% |
| GOOGL Alphabet Inc. | 1.6% |
| MSFT Microsoft Corporation | 1.5% |
| DIS The Walt Disney… | 1.5% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology