BAUPOST GROUP LLC/MA — WESCO INTL INC WCC: Quarterly 13F Position History
BAUPOST GROUP LLC/MA has reported WESCO INTL INC (WCC) on 9 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2024. As of Q1 2026, the position is sized at 1,436,881 shares ($393.2M market value, 7.69% of the equity book). Quarter-over-quarter share count change: + 18,050 (+1.3%) .
- 1,436,881Shares Held (Latest Filing)
- $393.2MReported Market Value (Latest Filing)
- 7.69%Portfolio Weight (% of 13F Equity Book)
- +18,050Quarter-over-Quarter Share Change
- +$46.1MQuarter-over-Quarter Value Change
- 2,207,601Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,436,881 | +18,050 | +1.3% | $393.2M | 7.69% | $273.62 |
| Q4 2025 | 1,418,831 | 84,349 | -5.6% | $347.1M | 6.58% | $244.64 |
| Q3 2025 | 1,503,180 | 704,421 | -31.9% | $317.9M | 6.64% | $211.50 |
| Q2 2025 | 2,207,601 | +202,000 | +10.1% | $408.8M | 9.90% | $185.20 |
| Q1 2025 | 2,005,601 | +569,930 | +39.7% | $311.5M | 8.91% | $155.30 |
| Q4 2024 | 1,435,671 | +177,671 | +14.1% | $259.8M | 7.56% | $180.96 |
| Q3 2024 | 1,258,000 | +455,000 | +56.7% | $211.3M | 6.01% | $167.98 |
| Q2 2024 | 803,000 | +597,276 | +290.3% | $127.3M | 3.50% | $158.52 |
| Q1 2024 | 205,724 | — | — | $35.2M | 0.97% | $171.28 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did BAUPOST GROUP LLC/MA first disclose a WCC position in 13F-HR filings?
BAUPOST GROUP LLC/MA first reported WESCO INTL INC (WCC) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was BAUPOST GROUP LLC/MA's most recent quarter-over-quarter share-count change in WCC?
Between Q4 2025 and Q1 2026, BAUPOST GROUP LLC/MA added 18,050 shares of WCC (+1.3%), bringing the total reported position to 1,436,881 shares at a market value of $393.2M.
Does the implied price-per-share represent BAUPOST GROUP LLC/MA's cost basis in WCC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.