US Top News and Analysis | Seth Klarman’s Baupost makes Amazon top holding, starts Aon and Visa stakes

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Seth Klarman’s Baupost Group significantly boosted its exposure to Amazon—raising the stake by 47% to roughly $650 million and making the e‑commerce and cloud giant its largest disclosed U.S. equity holding—while also taking sizable new positions in insurance broker Aon, payments network Visa and medical‑device maker Teleflex, and tweaking other holdings such as increasing its stakes in Alphabet and Ferguson Enterprises and trimming Union Pacific and Willis Towers Watson. The moves, detailed in a recent regulatory filing, reflect Baupost’s search for opportunities amid AI‑driven market valuations, underscoring Klarman’s patient, value‑oriented approach that has earned him the nickname “Oracle of Boston” and frequent comparisons to Warren Buffett.

Read more: https://www.cnbc.com/2026/05/15/seth-klarmans-baupost-makes-amazon-top-holding-starts-aon-and-visa-stakes.html

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On Saturday, August 14, 2010, on Donner Pass at Troy, CA, Union Pacific's (UP) MRORV was led by UP 8105 4004, 4987 and 5559.
UP 8105 was an EMD SD9043MAC. It was built in 1997. serial number 966714-31. It was subsequently renumbered to UP 3595.
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Nikon F6, Fujichrome Astia Film

#train #trains #railroads #railroading #trainspotting #unionpacific #donnerpass #filmphotography #nikonF6

Big Boy 4014 continuing its journey after a quick stop in Ostrom to let a freight train by.

#America250 #Railroad #UnionPacific #BigBoy #UP4014 #Photography #railfanning @cityofroseville #travel #Train #SteamTrain #SteamLocomotive @uprr

April 20, 2026 at 09:56PM

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Big Boy 4014 leaving Roseville, CA on its Coast to Coast Tour.

#America250 #Railroad #UnionPacific #BigBoy #UP4014 #Photography #railfanning @cityofroseville #travel #Train #SteamTrain #SteamLocomotive @uprr

April 20, 2026 at 09:52PM

via Instagram https://instagr.am/p/DXYYcfmnwm4/

BigBoy Train leaving Roseville, CA. Disappearing in a cloud of steam.

#America250 #Railroad #UnionPacific #BigBoy #UP4014 #Photography #railfanning @cityofroseville #travel #Train #SteamTrain #SteamLocomotive @uprr #up

April 20, 2026 at 09:48PM

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