15 Best Stocks to Buy According to Billionaire Seth Klarman

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6. WESCO International, Inc. (NYSE:WCC)

Baupost Group’s Stake: $347 Million

WESCO International, Inc. (NYSE:WCC) has been a consistent feature in the 13F portfolio of Baupost Group since the first quarter of 2024. Back then, this position comprised just over 200,000 shares. In the subsequent quarters and years, Baupost added to this stake, growing it to more than 2.2 million shares at one point in 2025. However, it has trimmed the holding following this high, decreasing it by 31% and 5% in the third and fourth quarter of 2025 respectively. It still comprises 1.42 million shares and accounts for 6.6% of the 13F portfolio of the fund.

Overall, the Baupost interest in WESCO International, Inc. (NYSE:WCC) reflects Klarman’s strategy of buying heavily into a cyclical, somewhat overlooked industrial business when it’s cheap, then trimming as the market re-rates it. In early February, the company announced that it would be targeting 20% EPS growth for 2026 while expanding data center momentum and leadership transition.

WESCO International, Inc. (NYSE:WCC) provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally. It offers electrical equipment and supplies, automation and connected devices, security, lighting, wire and cable, and safety, as well as maintenance, repair, and operating products.

While we acknowledge the risk and potential of WCC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than WCC and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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