13F filing recap · Q3 2003

What did Baupost Group LLC buy in Q3 2003?

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

Stock value

$166.40M

Positions

Estimated turnover

35.1%

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

UCOMAUnitedglobalcom, Inc.$5.99Mreported value+980.7K shares UGCEUgc Europe Inc$3.74Mreported value+71.3K shares

Increased positions

OMNOmnova Solutions Inc$14.17Mreported value+550.2K shares+15.8%

Reduced positions

AYEAllegheny Energy Inc$34.37Mreported value-1.24M shares-24.8%PTCPtc Inc$14.80Mreported value-583.6K shares-11.0%POLAvient Corporation$9.15Mreported value-592.3K shares-20.3%RYZRyerson Holding Corp$7.76Mreported value-105.3K shares

Exited positions

NTLINtl Incorporated$15.14Mprior reported value-440.0K shares-100.0%ASCLAscential Software Corp$5.76Mprior reported value-350.7K shares-100.0%GEMSGlenayre Technologies Inc$1.78Mprior reported value-1.30M shares-100.0%ALDNAladdin Knowledge Systems Ltd$1.61Mprior reported value