0001061768-26-000005.txt : 20260213 0001061768-26-000005.hdr.sgml : 20260213 20260213161655 ACCESSION NUMBER: 0001061768-26-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20251231 FILED AS OF DATE: 20260213 DATE AS OF CHANGE: 20260213 EFFECTIVENESS DATE: 20260213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BAUPOST GROUP LLC/MA CENTRAL INDEX KEY: 0001061768 ORGANIZATION NAME: EIN: 043402144 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07120 FILM NUMBER: 26633094 BUSINESS ADDRESS: STREET 1: 10 ST JAMES AVE STREET 2: SUITE 1700 CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-210-8300 MAIL ADDRESS: STREET 1: 10 ST JAMES AVE STREET 2: SUITE 1700 CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001061768 XXXXXXXX 12-31-2025 12-31-2025 BAUPOST GROUP LLC/MA

10 ST JAMES AVE SUITE 1700 BOSTON MA 02116

13F HOLDINGS REPORT 028-07120 N James F. Mooney III 617-210-8300 James F. Mooney III Boston MA 02-13-2026 0 22 5278590 false INFORMATION TABLE 2 bgllcq42025.xml ALPHABET INC CAP STK CL C 02079K107 341157 1087181 SH SOLE 1087181 0 0 AMAZON COM INC COM 023135106 489659 2121391 SH SOLE 2121391 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 44697 3475685 SH SOLE 3475685 0 0 CRH PLC ORD G25508105 133905 1072957 SH SOLE 1072957 0 0 DOLLAR GEN CORP NEW COM 256677105 273881 2062821 SH SOLE 2062821 0 0 EAGLE MATLS INC COM 26969P108 244967 1185248 SH SOLE 1185248 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 444954 1269302 SH SOLE 1269302 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 253138 1137035 SH SOLE 1137035 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 299323 4503801 SH SOLE 4503801 0 0 FISERV INC COM 337738108 147774 2200000 SH SOLE 2200000 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 106264 3044818 SH SOLE 3044818 0 0 GENUINE PARTS CO COM 372460105 182729 1486088 SH SOLE 1486088 0 0 GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109 106620 4855180 SH SOLE 4855180 0 0 HERBALIFE LTD COM SHS G4412G101 119359 9259844 SH SOLE 9259844 0 0 LIBERTY GLOBAL LTD COM CL A G61188101 23176 2080456 SH SOLE 2080456 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 230568 20884781 SH SOLE 20884781 0 0 MOLINA HEALTHCARE INC COM 60855R100 108463 625000 SH SOLE 625000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 551325 8080112 SH SOLE 8080112 0 0 TAMBORAN RES CORP COM 87507T101 7004 257226 SH SOLE 257226 0 0 UNION PAC CORP COM 907818108 376416 1627254 SH SOLE 1627254 0 0 WESCO INTL INC COM 95082P105 347103 1418831 SH SOLE 1418831 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 446108 1357601 SH SOLE 1357601 0 0