13F filing recap · Q3 2002

What did Baupost Group LLC buy in Q3 2002?

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

Stock value

$285.50M

Positions

Estimated turnover

68.0%

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

XELXcel Energy Inc$32.30Mreported value+3.47M shares PLCMPolycom Inc$13.21Mreported value+1.95M shares SLTCSelectica Inc$6.13Mreported value+1.71M shares MUSEMicromuse Inc$3.25Mreported value+1.29M shares RSTNRiverstone Networks Inc$2.55Mreported value+5.00M shares AGILAgile Software Corporation$2.38Mreported value+371.5K shares SEBLSiebel Systems Inc$2.21Mreported value+383.4K shares NTUSNatus Medical Incorporated$1.94Mreported value+546.3K shares OPWVOpenwave Systems Inc$1.86Mreported value+3.00M shares DCLKDoubleclick Inc$1.77Mreported value+343.7K shares PLUMPlumtree Software Inc$916.0Kreported value+352.2K shares STLWStratos Lightwave Inc$885.0Kreported value+2.46M shares AUDCAudiocodes Ltd.$831.0Kreported value+461.7K shares AVCIAvici Systems Inc$86.0Kreported value+138.4K shares

Increased positions

USIU.s. Industries, Inc.$21.73Mreported value+138.2K shares+1.5%CMVTComverse Technology Inc$9.44Mreported value+1.32M shares+5300.0%CORVCorvis Corp$8.81Mreported value+4.95M shares+47.1%ASCLAscential Software Corp$8.51Mreported value+4.25M shares

Reduced positions

NHINational Health Investors, Inc.$31.07Mreported value-318.0K shares-13.5%381197136Golden State Bancorp Inc$9.20Mreported value-8.45M shares-50.0%OTLOctel Corp$7.46Mreported value-1.10M shares-73.6%RYZRyerson Holding Corp$7.07Mreported value-45.9K shares

Exited positions

SEPRSepracor Inc$36.96Mprior reported value-54.56M shares-100.0%CTGGQwest Communications International Inc$30.80Mprior reported value-11.00M shares-100.0%WEBKWest Essex Bancorp$5.79Mprior reported value-301.0K shares-100.0%HSTHost Hotels & Resorts, Inc.$3.68Mprior reported value