BG
WCC

Baupost Group’s WESCO International WCC Stock Holding History

Baupost Group’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393M Buy
1,436,881
+18,050
+1% +$5.07M 7.69% 3
2025
Q4 		$347M Sell
1,418,831
-84,349
-6% -$20.7M 6.58% 6
2025
Q3 		$318M Sell
1,503,180
-704,421
-32% -$148M 6.64% 7
2025
Q2 		$409M Buy
2,207,601
+202,000
+10% +$33.3M 9.9% 2
2025
Q1 		$311M Buy
2,005,601
+569,930
+40% +$102M 8.91% 3
2024
Q4 		$260M Buy
1,435,671
+177,671
+14% +$33.6M 7.56% 4
2024
Q3 		$211M Buy
1,258,000
+455,000
+57% +$73.9M 6.01% 6
2024
Q2 		$127M Buy
803,000
+597,276
+290% +$102M 3.5% 10
2024
Q1 		$35.2M Buy
+205,724
New +$34M 0.97% 16

Other funds holding WCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baupost Group's WCC Position: Q1 2026 in Review

Baupost Group increased its WESCO International (WCC) stake by 1.3% in Q1 2026, buying an estimated $5.07M and bringing the position to 1,436,881 shares worth $393M. The position accounts for 7.69% of the portfolio, ranked #3.

Baupost Group first reported a position in WCC in Q1 2024 and has held it in 9 quarters since. The position peaked at $409M in Q2 2025. 620 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

  • Baupost Group held 1,436,881 shares of WESCO International worth $393M as of Q1 2026.
  • Baupost Group bought 18,050 WESCO International shares in Q1 2026, an estimated $5.07M.
  • WESCO International made up 7.69% of Baupost Group's portfolio in Q1 2026, its #3 holding.
  • Baupost Group first reported a position in WESCO International in Q1 2024 and has held it in 9 quarters since.
  • Baupost Group's WESCO International position peaked at $409M in Q2 2025.
  • 620 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Baupost Group's 13F filing for Q1 2026, filed 14 May 2026.