13F filing recap · Q4 2002

What did Baupost Group LLC buy in Q4 2002?

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

Stock value

$251.21M

Positions

Estimated turnover

58.9%

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

POLAvient Corporation$11.65Mreported value+2.97M shares CCitigroup Inc$8.86Mreported value+8.44M shares SABRSabre Corporation$5.16Mreported value+284.8K shares CTGGQwest Communications International Inc$5.16Mreported value+1.03M shares OMNOmnova Solutions Inc$3.02Mreported value+749.0K shares AYEAllegheny Energy Inc$2.78Mreported value+368.0K shares CALGZCitigroup Inc$2.72Mreported value+1.94M shares NGNENeurogen Corp$1.80Mreported value+496.7K shares CALGLCitigroup Inc$737.0Kreported value+1.84M shares

Increased positions

RVSNRadvision Ltd$20.23Mreported value+12.1K shares+0.4%SLTCSelectica Inc$6.75Mreported value+789.0K shares+46.1%ARNAArena Pharmaceuticals Inc$6.51Mreported value+500.0K shares+100.0%CESICatalytica Energy Systems Inc$5.74Mreported value+23.0K shares

Reduced positions

XELXcel Energy Inc$23.41Mreported value-1.34M shares-38.7%NHINational Health Investors, Inc.$22.23Mreported value-655.0K shares-32.2%USIU.s. Industries, Inc.$16.67Mreported value-2.91M shares-31.5%SEPRSepracor Inc$14.38Mreported value-8.00M shares

Exited positions

PLCMPolycom Inc$13.21Mprior reported value-1.95M shares-100.0%CMVTComverse Technology Inc$9.44Mprior reported value-1.35M shares-100.0%381197136Golden State Bancorp Inc$9.20Mprior reported value-8.44M shares-100.0%EPNYE.piphany, Inc.$3.96Mprior reported value-1.10M shares