13F filing recap · Q4 2004

What did Baupost Group LLC buy in Q4 2004?

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

Stock value

$129.09M

Positions

Estimated turnover

48.4%

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

GKISGold Kist Inc$1.86Mreported value+136.5K shares

Increased positions

RVSNRadvision Ltd$47.90Mreported value+25.0K shares+0.7%OMNOmnova Solutions Inc$36.16Mreported value+295.9K shares+4.8%PRSUPursuit Attractions & Hospitality, Inc.$14.33Mreported value+119.4K shares+31.1%

Reduced positions

NTLINtl Incorporated$14.61Mreported value-324.8K shares-61.9%TLWTTelewest Global Inc$3.52Mreported value-1.19M shares-85.7%HBPHuttig Building Products Inc$1.52Mreported value-786.7K shares-84.4%

Exited positions

PTCPtc Inc$8.52Mprior reported value-1.61M shares-100.0%