13F filing recap · Q2 2003

What did Baupost Group LLC buy in Q2 2003?

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

Stock value

$193.54M

Positions

Estimated turnover

112.2%

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

JJZJacuzzi Brands Inc$232.0Kreported value+43.9K shares

Increased positions

RVSNRadvision Ltd$22.78Mreported value+21.4K shares+0.6%PTCPtc Inc$15.96Mreported value+118.4K shares+2.3%OMNOmnova Solutions Inc$14.09Mreported value+1.29M shares+58.8%CESICatalytica Energy Systems Inc$6.60Mreported value+164.7K shares

Reduced positions

AYEAllegheny Energy Inc$42.25Mreported value-1.91M shares-27.7%NTLINtl Incorporated$15.14Mreported value-912.7K shares-67.5%POLAvient Corporation$13.00Mreported value-1.73M shares-37.2%ASCLAscential Software Corp$5.76Mreported value-6.32M shares

Exited positions

NHINational Health Investors, Inc.$22.16Mprior reported value-1.44M shares-100.0%USIU.s. Industries, Inc.$21.54Mprior reported value-5.44M shares-100.0%XELXcel Energy Inc$14.66Mprior reported value-1.14M shares-100.0%35024PAB8Foster Wheeler Ltd$7.46Mprior reported value-28.15M shares