13F filing recap · Q3 2000

What did Baupost Group LLC buy in Q3 2000?

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

Stock value

$1.11B

Positions

Estimated turnover

34.0%

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

TAT&T Canada Inc$27.00Mreported value+885.4K shares SURCna Surety Corp$5.21Mreported value+453.3K shares PALMPalm Inc$3.69Mreported value+69.7K shares MDRMcdermott International Inc$3.10Mreported value+281.6K shares AWEAT&T Corp$1.67Mreported value+80.0K shares BBTBeacon Financial Corporation$1.07Mreported value+74.6K shares GCCXQGc Companies Inc$1.04Mreported value+345.8K shares MEIMethode Electronics Inc$589.0Kreported value+13.3K shares EVLVEvolve Software Inc$571.0Kreported value+23.8K shares GPXGp Strategies Corp$473.0Kreported value+75.0K shares SNHSenior Housing Properties Trust$467.0Kreported value+50.1K shares SRNNThe Southern Banc Company, Inc.$298.0Kreported value+28.4K shares

Increased positions

STXSeagate Technology Holdings Plc$239.29Mreported value+812.0K shares+30.6%HCBKHudson City Bancorp, Inc.$124.53Mreported value+70.0K shares+1.0%RTYSecurity Cap U S Realty$73.33Mreported value+407.2K shares+13.5%SOASolutia Inc$63.82Mreported value+426.0K shares

Reduced positions

TAT&T Corp$80.32Mreported value-75.3K shares-2.7%PTVPactiv Corp$38.91Mreported value-3.44M shares-49.7%LNRLnr Property Corp$34.06Mreported value-457.1K shares-22.9%AFGAmerican Financial Group, Inc.$14.34Mreported value-469.0K shares

Exited positions

OGOgden Corp$21.15Mprior reported value-2.35M shares-100.0%UMGMediaone Group$20.36Mprior reported value-307.0K shares-100.0%NGNENeurogen Corp$10.32Mprior reported value-357.5K shares-100.0%COMS3com Corp$9.41Mprior reported value-163.3K shares