13F filing recap · Q2 2002

What did Baupost Group LLC buy in Q2 2002?

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

Stock value

$364.98M

Positions

Estimated turnover

162.1%

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

SEPRSepracor Inc$36.96Mreported value+54.56M shares USIU.s. Industries, Inc.$31.42Mreported value+9.11M shares CTGGQwest Communications International Inc$30.80Mreported value+11.00M shares SEPRSepracor Inc$17.59Mreported value+31.00M shares RVSNRadvision Ltd$16.83Mreported value+3.37M shares SEPRSepracor Inc$12.06Mreported value+20.70M shares 35024PAB8Foster Wheeler Ltd$10.12Mreported value+34.90M shares CORVCorvis Corp$6.83Mreported value+10.50M shares EPNYE.piphany, Inc.$4.83Mreported value+1.10M shares CESICatalytica Energy Systems Inc$4.42Mreported value+1.40M shares TMTATransmeta Corp$4.04Mreported value+1.72M shares HSTHost Hotels & Resorts, Inc.$3.68Mreported value+325.4K shares CIENCiena Corp$3.35Mreported value+800.0K shares PTCPtc Inc$2.58Mreported value+753.1K shares DJODJ Orthopedics Inc$2.49Mreported value+303.6K shares TELMTellium Inc$2.37Mreported value+2.55M shares ALVRAlvarion Ltd$2.30Mreported value+1.25M shares SCMRSycamore Networks, Inc.$2.29Mreported value+593.9K shares DIMEQDime Bancorp Inc$1.38Mreported value+13.78M shares ARNAArena Pharmaceuticals Inc$1.34Mreported value+159.0K shares ALDNAladdin Knowledge Systems Ltd$1.01Mreported value+437.2K shares TIWITelesystem Intl Wireless Inc$987.0Kreported value+2.88M shares ASCLAscential Software Corp$922.0Kreported value+330.3K shares GEMSGlenayre Technologies Inc$656.0Kreported value+525.4K shares CMVTComverse Technology Inc$232.0Kreported value+25.0K shares BNKUZBank United Corp$166.0Kreported value+1.85M shares

Increased positions

NHINational Health Investors, Inc.$37.68Mreported value+335.2K shares+16.6%WBRWyndham International, Inc.$24.73Mreported value+17.28M shares+427.6%381197136Golden State Bancorp Inc$18.41Mreported value+2.07M shares+14.0%WEBKWest Essex Bancorp$5.79Mreported value+36.3K shares

Reduced positions

OTLOctel Corp$37.99Mreported value-632.5K shares-29.7%RYZRyerson Holding Corp$13.32Mreported value-1.32M shares-53.6%HBPHuttig Building Products Inc$8.44Mreported value-993.3K shares-38.7%GRAW.r. Grace & Co.$7.91Mreported value-3.10M shares

Exited positions

HCBKHudson City Bancorp, Inc.$148.34Mprior reported value-7.33M shares-100.0%RTYSecurity Cap U S Realty$77.62Mprior reported value-3.43M shares-100.0%TAT&T Canada Inc$50.67Mprior reported value-1.74M shares-100.0%SCZSecurity Capital Group Inc$49.14Mprior reported value