TBN β€” TAMBORAN RES CORP

Ownership history in BAUPOST GROUP LLC/MA  Β·  6 quarters on record

AI Ownership Summary

BAUPOST GROUP LLC/MA reported TAMBORAN RES CORP (TBN) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.39% in 2025 Q1. The latest visible filing shows TBN at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TBN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAUPOST GROUP LLC/MA's position in TAMBORAN RES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TBN was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAUPOST GROUP LLC/MA held TBN β€” position size vs. price
% of Fund (quarterly)    TBN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 257,226 -313,607 -54.9% 0.13% $7.0M 2026-02-14 (Est.) $28.10
2025 Q3 UNCHANGED 570,833 β€” 0% 0.33% $15.6M 2025-11-13 $23.95
2025 Q2 UNCHANGED 570,833 β€” 0% 0.29% $12.2M 2025-08-13 $20.91
2025 Q1 UNCHANGED 570,833 β€” 0% 0.39% $13.7M 2025-05-14 $19.80
2024 Q4 UNCHANGED 570,833 β€” 0% 0.35% $12.0M 2025-02-13 $24.25
2024 Q3 INITIATED 570,833 β€” β€” 0.33% $11.6M 2024-11-13 $19.03

FAQ About BAUPOST GROUP LLC/MA and TBN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAUPOST GROUP LLC/MA reported owning TBN?

BAUPOST GROUP LLC/MA reported TBN across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported TBN position in BAUPOST GROUP LLC/MA's portfolio?

The largest reported portfolio weight for TBN was 0.39% in 2025 Q1.

What is the latest reported TBN position on this page?

The most recent filing on this page is 2025 Q4, when BAUPOST GROUP LLC/MA reported 257,226 shares, equal to 0.13% of portfolio, with an estimated market value of $7.0M.

What does the chart on this TBN ownership page compare?

The chart compares BAUPOST GROUP LLC/MA's quarterly TBN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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