Baron Real Estate Income Fund Remains Bullish on GDS Holdings Limited (GDS)
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Income Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Broad Peak Investment Holdings Hyder Ahmad | 445,050 | $17,931,065 | 3.64% | |
| 2. | 30,000 | $1,208,700 | 0.01% | ||
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 8,000 | $322,320 | +15% | 0% |
| 4. | Bayforest Capital Theodoros Tsagaris | 56 | $2,256 | -100% | 0% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,025,626 | $81,612,472 | 0.01% | |
| 2. | 1,733,937 | $68,091,706 | 0.16% | |
| 3. | 1,220,693 | $48,745,723 | 0.03% | |
| 4. | 405,287 | $16,329,013 | 0.03% | |
| 5. | Ubs Group AgCALL | 313,200 | $12,618,828 | 0% |