The Baupost Group, L.L.C. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2025-09-30 (8.74% strategy return, 1.46% benchmark, 7.28% excess, 41.75% turnover), while the weakest was 2025-12-31 (4.16% strategy return, 9.57% benchmark, -5.41% excess, 35.30% turnover). Those periods should be read alongside baseline metrics of return 5.92%, alpha -2.98%, beta 0.68, Sharpe 0.46, Sortino 0.64, and max drawdown -36.12% to judge whether returns came from persistent exposure or a narrow timing window.
The latest change list shows AMZN unchanged to 15.13%; QSR unchanged to 13.91%; WCC unchanged to 9.16%. Combined with top 5 55.61%, top 10 84.66%, top 20 100.01%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
Concentration is the first item to inspect: top 5 55.61%, top 10 84.66%, top 20 100.01%. The largest names are AMZN (Amazon.com, Inc.) 15.13%, QSR (Restaurant Brands International Inc.) 13.91%, WCC (WESCO International, Inc.) 9.16%, UNP (Union Pacific Corporation) 8.71%, and ELV (Elevance Health, Inc.) 8.70%, and the largest sector exposures are Consumer Discretionary 34.29%, Industrials 26.72%, and Financials 16.77%. If those exposures reverse, baseline performance can diverge sharply from a broad index.