Filing analysis
Baupost Group
13F-HR · period Q3 2024 · filed Nov 13, 2024
$3.52MReported 13F value
21Positions
+4New
4Increased
5Reduced
−7Exited
Validation note: the parsed position total and the cover-page total disagree for this filing (UNSCALED) — figures shown come from the parsed information table.
Largest new positions
| Security | Value | Weight |
|---|---|---|
| DG Dollar General Corporation | $194.83M | 5.6% |
| LBRDA Liberty Broadband Corporation | $13.77M | 0.4% |
| TBN | $11.60M | 0.3% |
| QSR Restaurant Brands… | $2.04M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| FIS Fidelity National Information… | ▼ Trim | -72.3% | $81.36M |
| WTW Willis Towers Watson Public… | ▲ Add | +7.8% | $524.62M |
| WCC WESCO International, Inc. | ▲ Add | +56.7% | $211.32M |
| RH Rh | ▼ Trim | -37.6% | $244.52M |
| EXP Eagle Materials Inc. | ▲ Add | +46.2% | $143.90M |
| GOOG Alphabet Inc. | ▲ Add | +37.0% | $245.03M |
| VSAT Viasat, Inc. | ▼ Trim | -11.2% | $145.94M |
| FTRE Fortrea Holdings Inc. | ▼ Trim | -27.0% | $45.86M |
| J Jacobs Solutions Inc. | ▼ Trim | -29.0% | $45.90M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.