13F filing recap · Q1 2000

What did Baupost Group LLC buy in Q1 2000?

Reported stock-position changes between this filing and the previous one.

Stock value

$789.04M

Positions

Estimated turnover

60.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

STXSeagate Technology Holdings Plc$88.31Mreported value+1.47M shares GLCGalileo International Inc$21.75Mreported value+904.1K shares SLVNSylvan Learning Systems Inc$19.66Mreported value+1.23M shares UCOMAUnitedglobalcom, Inc.$10.94Mreported value+145.7K shares COMS3com Corp$7.60Mreported value+136.7K shares IXXIvex Packaging Corp$7.49Mreported value+990.0K shares BCBrunswick Corporation$7.10Mreported value+375.0K shares COHOCohoes Bancorp Inc$3.21Mreported value+323.4K shares MFWM & F Worldwide Corp$2.20Mreported value+501.9K shares NTNortel Networks Corp$1.91Mreported value+2.2K shares SJMThe J. M. Smucker Company$365.0Kreported value+25.5K shares

Increased positions

HCBKHudson City Bancorp, Inc.$106.91Mreported value+957.9K shares+15.1%PTVPactiv Corp$84.66Mreported value+1.93M shares+24.9%SOASolutia Inc$43.03Mreported value+2.29M shares+248.8%SCZSecurity Capital Group Inc$29.78Mreported value+16.7K shares

Reduced positions

LNRLnr Property Corp$39.72Mreported value-2.8K shares-0.1%HHarcourt General, Inc.$37.84Mreported value-128.0K shares-11.2%CEMChemfirst Inc$14.19Mreported value-711.4K shares-49.4%NGNENeurogen Corp$11.04Mreported value-242.0K shares

Exited positions

STEIStewart Enterprises, Inc.$30.83Mprior reported value-6.49M shares-100.0%UCRUcar International Inc$22.88Mprior reported value-1.28M shares-100.0%CFFNCapitol Federal Financial, Inc.$15.53Mprior reported value-1.59M shares-100.0%GZSPGenzyme Corp.$8.48Mprior reported value