Position
Baupost in Americold Realty Trust
Back to the book · All holders of COLD
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $29.1K$0.01 → $0.02
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.48M | $44.7K | — | — | — | 0.8% |
| Q1 2026 | 7.78M | $89.2K | $0.01 | −$4.87K | $49.3K | 1.7% |
| Q2 2026 | 6.83M | $107.4K | $0.02 | $29.1K | −$10.9K | 2.0% |