13F filing recap · Q3 2006

What did Baupost Group LLC buy in Q3 2006?

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

Stock value

$729.88M

Positions

Estimated turnover

68.7%

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

HDHome Depot, Inc.$130.03Mreported value+3.58M shares INSPInfospace, Inc.$8.70Mreported value+471.6K shares MGAMMultimedia Games, Inc.$8.51Mreported value+936.9K shares SHAShanghai Century Acquisition Corp$8.03Mreported value+1.13M shares HDPHd Partners Acquisition Corp$7.02Mreported value+963.2K shares IGCIgc Pharma, Inc.$5.87Mreported value+1.07M shares ESXBCommunity Bankers Trust Corporation$5.70Mreported value+811.4K shares HAQHealthcare Acquisition Corp$1.09Mreported value+150.9K shares DRRADura Automotive Systems Corp$130.0Kreported value+500.2K shares

Increased positions

MLSThe Mills Corporation$84.75Mreported value+3.30M shares+187.0%HRZHorizon Lines Inc$48.63Mreported value+850.0K shares+41.2%AOIOne (a-Star Sponsor, Kevin Hartz Spac)$41.11Mreported value+29.7K shares+0.3%ELOSSyneron Medical Ltd$34.65Mreported value+856.6K shares

Reduced positions

NWSANews Corporation$117.92Mreported value-315.0K shares-5.0%WLTGQWalter Energy, Inc.$17.50Mreported value-61.0K shares-13.0%JBSSSanfilippo John B & Son Inc$6.47Mreported value-164.6K shares-20.6%NWSTwenty-First Century Fox, Inc.$6.21Mreported value-2.65M shares

Exited positions

LILaidlaw International Inc$25.20Mprior reported value-1.00M shares-100.0%USMOUSA Mobility Inc$21.68Mprior reported value-1.31M shares-100.0%PXTPxre Group Ltd$11.45Mprior reported value-3.08M shares-100.0%NVLNovelis Inc$3.24Mprior reported value-150.0K shares