13F filing recap · Q2 2000

What did Baupost Group LLC buy in Q2 2000?

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

Stock value

$993.93M

Positions

Estimated turnover

59.7%

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

TAT&T Corp$88.85Mreported value+2.81M shares IHPIhop Corp$25.55Mreported value+1.53M shares UMGMediaone Group$20.36Mreported value+307.0K shares WABWestinghouse Air Brake Technologies Corporation$11.64Mreported value+1.12M shares PORTPort Financial Corp$9.85Mreported value+710.0K shares TMOThermo Fisher Scientific Inc.$9.30Mreported value+441.5K shares GTIVGentiva Health Services Inc$7.32Mreported value+900.5K shares CLJCrestline Capital Corporation$5.54Mreported value+325.0K shares BCEBce Inc$4.80Mreported value+202.5K shares ACOAmcol International Corporation$4.27Mreported value+1.71M shares HLRHollinger International Inc.$3.56Mreported value+261.5K shares HUGHughes Supply, Inc.$3.26Mreported value+274.3K shares HLFHerbalife Ltd.$2.95Mreported value+374.5K shares HLFHerbalife Ltd.$1.50Mreported value+171.5K shares VRTSVeritas Software Corp$1.20Mreported value+10.6K shares BYSBay State Bancorp Inc$698.0Kreported value+32.1K shares FFHFarm Family Holdings Inc$507.0Kreported value+16.4K shares SYMSyms Corp$429.0Kreported value+109.0K shares FCNCAFirst Fed Bancshares Ark Inc$308.0Kreported value+20.9K shares FAFFirst Securityfed Financial Inc$290.0Kreported value+22.5K shares NHINational Health Investors, Inc.$220.0Kreported value+20.0K shares RYZRyerson Holding Corp$219.0Kreported value+21.1K shares CITZCfs Bancorp Inc.$92.0Kreported value+10.0K shares

Increased positions

STXSeagate Technology Holdings Plc$146.09Mreported value+1.19M shares+81.2%SOASolutia Inc$71.29Mreported value+1.97M shares+61.2%RTYSecurity Cap U S Realty$54.42Mreported value+1.60M shares+111.7%VTRVentas, Inc.$26.22Mreported value+81.0K shares

Reduced positions

HCBKHudson City Bancorp, Inc.$123.80Mreported value-55.0K shares-0.8%PTVPactiv Corp$54.50Mreported value-2.75M shares-28.5%LNRLnr Property Corp$38.93Mreported value-87.5K shares-4.2%IXXIvex Packaging Corp$9.52Mreported value-134.4K shares

Exited positions

HHarcourt General, Inc.$37.84Mprior reported value-1.02M shares-100.0%GLCGalileo International Inc$21.75Mprior reported value-904.1K shares-100.0%SLVNSylvan Learning Systems Inc$19.66Mprior reported value-1.23M shares-100.0%TENTenneco Inc$18.29Mprior reported value-2.30M shares