BAUPOST GROUP LLC/MA: WESCO INTL INC (WCC): Quarterly 13F Position History
As of Q2 2026, BAUPOST GROUP LLC/MA reported 662,881 shares of WESCO INTL INC (WCC), worth $229.0M and representing 4.2% of its 13F equity book. Quarter-over-quarter share count change: 774,000 (-53.9%) . The position first appeared in Q1 2024 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 662,881Shares Held (Latest Filing)
- $229.0MReported Market Value (Latest Filing)
- 4.2%Portfolio Weight (% of 13F Equity Book)
- 774,000Quarter-over-Quarter Share Change
- -$164.2MQuarter-over-Quarter Value Change
- 2,207,601Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 662,881 | 774,000 | -53.9% | $229.0M | 4.2% | $345.4 |
| Q1 2026 | 1,436,881 | +18,050 | +1.3% | $393.2M | 7.7% | $273.6 |
| Q4 2025 | 1,418,831 | 84,349 | -5.6% | $347.1M | 6.6% | $244.6 |
| Q3 2025 | 1,503,180 | 704,421 | -31.9% | $317.9M | 6.6% | $211.5 |
| Q2 2025 | 2,207,601 | +202,000 | +10.1% | $408.8M | 9.9% | $185.2 |
| Q1 2025 | 2,005,601 | +569,930 | +39.7% | $311.5M | 8.9% | $155.3 |
| Q4 2024 | 1,435,671 | +177,671 | +14.1% | $259.8M | 7.6% | $181.0 |
| Q3 2024 | 1,258,000 | +455,000 | +56.7% | $211.3M | 6.0% | $168.0 |
| Q2 2024 | 803,000 | +597,276 | +290.3% | $127.3M | 3.5% | $158.5 |
| Q1 2024 | 205,724 | – | – | $35.2M | 1.0% | $171.3 |
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 rather than 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 10 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 Q1 2026 and Q2 2026, BAUPOST GROUP LLC/MA reduced its WCC position by 774,000 shares (-53.9%), leaving 662,881 shares at a market value of $229.0M.
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.