Current position

Seth Klarman’s Wesco Intl Inc (WCC) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares2.21MHighest verified quarter-end share count
Quarters reported10Verified quarters with shares above zero
What happened?

Baupost Group first reported Wesco Intl Inc in Q1 2024. The reported position was increased and reduced across later filings. Baupost Group currently reports 662.88K shares. The latest verified filing showed: Sold 53.9% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 53.9% of the position−774.00K shares · 662.88K shares remained
Filing context

Quarter-end price $345.43 · Estimated holding basis $166.44

Q1 2026
Bought 1.3% more+18.05K shares · 1.44M shares reported after the change
Filing context

Quarter-end price $273.62 · Estimated holding basis $166.44

Q4 2025
Sold 5.6% of the position−84.35K shares · 1.42M shares remained
Filing context

Quarter-end price $244.64 · Estimated holding basis $165.07

Q3 2025
Sold 31.9% of the position−704.42K shares · 1.50M shares remained
Filing context

Quarter-end price $211.50 · Estimated holding basis $165.07

Q2 2025
Bought 10.1% more+202.00K shares · 2.21M shares reported after the change
Filing context

Quarter-end price $185.20 · Estimated holding basis $165.07

Q1 2025
Bought 39.7% more+569.93K shares · 2.01M shares reported after the change
Filing context

Quarter-end price $155.30 · Estimated holding basis $163.05

Portfolio importance

How important is Wesco Intl Inc in Baupost Group’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight4.2%Q2 2026
Current rank#9of 23 reported positions
Peak portfolio weight9.9%Q2 2025
Best historical rank#2Q2 2025
At peak importanceQ2 2025
WCC
9.9%
Largest holding
11.3%
Cross-investor discovery

Who else owns Wesco Intl Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
WCC0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
WCC0.0% of reported portfolio
Explore Wesco Intl Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$344.152026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$345.43Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$166.44Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.