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Portfolio (Quarterly) Guide ↗

BAUPOST GROUP LLC/MA

· CIK 0001061768
13F Portfolio $5.3B AUM 22 positions Filed Feb 13, 2026 ← All Funds
Q1 2026 Q4 2025 · All 22 New
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIBERTY GLOBAL LTD 2,080,456.0 $23.2M 0.44% NEW $11.14
22 TBN TAMBORAN RES CORP Basic Materials 257,226.0 $7.0M 0.13% NEW $27.23 +32.0%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 25.6%
Industrials 20.4%
Healthcare 11.6%
Technology 11.6%
Financial Services 9.3%
Consumer Defensive 8.2%
Communication Services 7.1%
Basic Materials 5.3%
Real Estate 0.9%