Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  WESCO International Inc. (WCC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,436,881 7.69 Add 1.27% 0.10 $273.62 $393,159,000 SEC
2025   Q4 1,418,831 6.58 Reduce 5.61% 0.37 $244.64 $347,103,000 SEC
2025   Q3 1,503,180 6.67 Reduce 31.91% 3.17 $211.50 $317,923,000 SEC
2025   Q2 2,207,601 9.94 Add 10.07% 0.91 $185.20 $408,848,000 SEC
2025   Q1 2,005,601 8.95 Add 39.70% 2.54 $155.30 $311,470,000 SEC
2024   Q4 1,435,671 7.59 Add 14.12% 0.94 $180.96 $259,799,000 SEC
2024   Q3 1,258,000 6.03 Add 56.66% 2.18 $167.98 $211,319,000 SEC
2024   Q2 803,000 3.61 Add 290.33% 2.69 $158.52 $127,292,000 SEC
2024   Q1 205,724 0.99 Buy 0.99 $171.28 $35,236,000 SEC