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)
← All WCC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,436,881 7.69 Add 1.27% 0.10 $244.08–319.68 · VW $281.42i $393,159,000 SEC
2025   Q4 1,418,831 6.58 Reduce 5.61% 0.37 $207.39–279.04 · VW $251.71i $347,103,000 SEC
2025   Q3 1,503,180 6.67 Reduce 31.91% 3.17 $183.00–228.35 · VW $209.83i $317,923,000 SEC
2025   Q2 2,207,601 9.94 Add 10.07% 0.91 $125.21–188.48 · VW $162.71i $408,848,000 SEC
2025   Q1 2,005,601 8.95 Add 39.70% 2.54 $149.16–202.91 · VW $176.71i $311,470,000 SEC
2024   Q4 1,435,671 7.59 Add 14.12% 0.94 $162.36–216.17 · VW $191.77i $259,799,000 SEC
2024   Q3 1,258,000 6.03 Add 56.66% 2.18 $143.06–184.09 · VW $164.79i $211,319,000 SEC
2024   Q2 803,000 3.61 Add 290.33% 2.69 $151.30–192.00 · VW $168.25i $127,292,000 SEC
2024   Q1 205,724 0.99 Buy 0.99 $132.37–195.43 · VW $162.93i $35,236,000 SEC
Price snapshot:
Current price$330.84
Avg. buy price$166.44
+/- since buy98.78%
52-week low$194.05
52-week high$377.35