| Stock | Value | Weight | Shares | Change |
|---|---|---|---|---|
| AMZN AMAZON COM INC · COM | $892.3M | 16.5% | 3.74M | +20% |
| ELV ELEVANCE HEALTH INC FORMERLY · COM | $493.1M | 9.11% | 1.28M | — |
| QSR RESTAURANT BRANDS INTL INC · COM | $489.6M | 9.04% | 6.75M | −16% |
| GOOG ALPHABET INC · CAP STK CL C | $484.7M | 8.95% | 1.37M | +16% |
| FERG FERGUSON ENTERPRISES INC · COMMON STOCK NEW | $344.3M | 6.36% | 1.45M | +0.6% |
| GPC GENUINE PARTS CO · COM | $332.3M | 6.13% | 2.82M | +89% |
| UNP UNION PAC CORP · COM | $322.4M | 5.95% | 1.19M | −23% |
| V VISA INC · COM CL A | $240.6M | 4.44% | 701.36K | — |
| WCC WESCO INTL INC · COM | $229.0M | 4.23% | 662.88K | −54% |
| AON AON PLC · SHS CL A | $227.9M | 4.21% | 687.00K | −11% |
| TFX TELEFLEX INCORPORATED · COM | $178.6M | 3.30% | 1.41M | −12% |
| NCLH NORWEGIAN CRUISE LINE HLDGS · SHS | $163.2M | 3.01% | 7.73M | +113% |
| MOH MOLINA HEALTHCARE INC · COM | $144.9M | 2.68% | 633.61K | — |
| CME CME GROUP INC · COM | $136.7M | 2.52% | 619.00K | New |
| HLF HERBALIFE LTD · COM SHS | $121.8M | 2.25% | 9.26M | — |
| EXP EAGLE MATLS INC · COM | $119.4M | 2.21% | 530.76K | −41% |
| GDS GDS HLDGS LTD · SPONSORED ADS | $113.2M | 2.09% | 3.77M | +24% |
| COLD AMERICOLD REALTY TRUST INC · COM | $107.4M | 1.98% | 6.83M | −12% |
| LBTYK LIBERTY GLOBAL LTD · COM CL C | $94.0M | 1.74% | 8.54M | −36% |
| AERO GRUPO AEROMEXICO SAB DE CV · SPONSORED ADS | $87.8M | 1.62% | 4.88M | — |
| AXTA AXALTA COATING SYS LTD · COM | $43.6M | 0.81% | 1.27M | New |
| DNOW DNOW INC · COM | $36.2M | 0.67% | 2.79M | −23% |
| PS PERSHING SQUARE INC · COMMON STOCK | $12.9M | 0.24% | 392.00K | New |
From BAUPOST GROUP LLC/MA's Form 13F-HR. Values are as reported for Jun 30, 2026, not today; a 13F shows long positions in US-listed securities and options only, up to 45 days late.