13F filing recap · Q1 2001

What did Baupost Group LLC buy in Q1 2001?

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

Stock value

$764.44M

Positions

Estimated turnover

57.2%

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

GRAW.r. Grace & Co.$18.28Mreported value+5.73M shares WBRWyndham International, Inc.$7.07Mreported value+4.04M shares ZEUSOlympic Steel Inc$607.0Kreported value+308.1K shares XOMExxon Mobil Corp.$139.0Kreported value+1.6K shares FCNCAFirst Fed Bancshares Inc Delaware$134.0Kreported value+10.0K shares

Increased positions

TAT&T Canada Inc$50.67Mreported value+850.5K shares+96.1%OMNOmnova Solutions Inc$42.92Mreported value+557.3K shares+8.4%WABWestinghouse Air Brake Technologies Corporation$26.23Mreported value+374.6K shares+20.2%RYZRyerson Holding Corp$20.38Mreported value+862.5K shares

Reduced positions

SOASolutia Inc$30.00Mreported value-3.11M shares-55.4%TAT&T Corp$20.80Mreported value-1.53M shares-56.1%IHPIhop Corp$15.68Mreported value-1.24M shares-63.1%GTIVGentiva Health Services Inc$14.50Mreported value-100.0K shares

Exited positions

STXSeagate Technology Holdings Plc$239.29Mprior reported value-3.47M shares-100.0%PTVPactiv Corp$38.91Mprior reported value-3.48M shares-100.0%AFGAmerican Financial Group, Inc.$14.34Mprior reported value-813.6K shares-100.0%BCBrunswick Corporation$12.80Mprior reported value