StockDriftsStockDriftsTop 22 Baupost Group Llc/Ma Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.7% | 3.12M | $649.54K | +47.01% (+997.36K) | $223.39 | 2026-03-31 |
| QSR | RESTAURANT BRANDS INTL INC | 11.67% | 8.08M | $597.21K | +0.00% (+0) | $66.52 | 2026-03-31 |
| WCC | WESCO INTL INC | 7.69% | 1.44M | $393.16K | +1.27% (+18.05K) | $168.57 | 2026-03-31 |
| UNP | UNION PAC CORP | 7.31% | 1.54M | $373.88K | -5.30% (-86.26K) | $233.27 | 2026-03-31 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 7.3% | 1.28M | $373.30K | +0.46% (+5.85K) | $379.60 | 2026-03-31 |
| GOOG | ALPHABET INC | 6.62% | 1.18M | $338.82K | +8.64% (+93.95K) | $152.62 | 2026-03-31 |
| FERG | FERGUSON ENTERPRISES INC | 6.58% | 1.44M | $336.46K | +26.86% (+305.38K) | $195.50 | 2026-03-31 |
| WTW | WILLIS TOWERS WATSON PLC LTD | 5.08% | 893.13K | $259.63K | -34.21% (-464.48K) | $249.97 | 2026-03-31 |
| AON | AON PLC | 4.85% | 769.00K | $248.22K | new | $337.83 | 2026-03-31 |
| V | VISA INC | 4.14% | 701.36K | $211.98K | new | $326.47 | 2026-03-31 |
| TFX | TELEFLEX INCORPORATED | 3.73% | 1.59M | $190.78K | new | $120.83 | 2026-03-31 |
| EXP | EAGLE MATLS INC | 3.31% | 892.76K | $169.13K | -24.68% (-292.49K) | $233.27 | 2026-03-31 |
| GPC | GENUINE PARTS CO | 3.08% | 1.49M | $157.60K | +0.29% (+4.26K) | $129.59 | 2026-03-31 |
| LBTYK | LIBERTY GLOBAL LTD | 3.07% | 13.40M | $157.15K | -35.85% (-7.49M) | $12.27 | 2026-03-31 |
| HLF | HERBALIFE LTD | 2.66% | 9.26M | $136.31K | +0.00% (+0) | $10.84 | 2026-03-31 |
| GDS | GDS HLDGS LTD | 2.4% | 3.04M | $122.68K | +0.00% (+0) | $7.92 | 2026-03-31 |
| COLD | AMERICOLD REALTY TRUST INC | 1.74% | 7.78M | $89.17K | +123.86% (+4.31M) | $13.18 | 2026-03-31 |
| MOH | MOLINA HEALTHCARE INC | 1.65% | 633.61K | $84.46K | +1.38% (+8.61K) | $182.06 | 2026-03-31 |
| AERO | GRUPO AEROMEXICO SAB DE CV | 1.34% | 4.88M | $68.37K | +0.52% (+25.01K) | $0.11 | 2026-03-31 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 1.33% | 3.63M | $67.88K | new | $20.51 | 2026-03-31 |
| PCVX | VAXCYTE INC | 0.91% | 800.00K | $46.49K | new | $52.13 | 2026-03-31 |
| DNOW | DNOW INC | 0.84% | 3.63M | $43.17K | new | $12.58 | 2026-03-31 |
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