13F filing recap · Q1 2007

What did Baupost Group LLC buy in Q1 2007?

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

Stock value

$764.29M

Positions

Estimated turnover

78.2%

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

SLMSlm Corp$161.56Mreported value+3.95M shares UFSDomtar Corp$58.19Mreported value+6.25M shares FRHCGlg Partners, Inc.$17.23Mreported value+1.80M shares HTXHutchison Telecommunications International Ltd$8.79Mreported value+287.3K shares TVH/UMedia & Entertainment Holdings Inc$5.82Mreported value+725.0K shares OKN.UOceanaut Inc$4.91Mreported value+625.0K shares USQUnion Street Acquisition Corp$4.60Mreported value+625.0K shares IIIInformation Services Group, Inc.$3.73Mreported value+500.0K shares CPBRClearpoint Business Resources Inc$3.52Mreported value+576.7K shares PRTSCarparts.com, Inc.$3.25Mreported value+605.4K shares USQUnion Street Acquisition Corp$381.0Kreported value+624.9K shares IIIInformation Services Group, Inc.$315.0Kreported value+500.0K shares

Increased positions

MAQMarathon Acquisition Corp$37.27Mreported value+1.75M shares+55.8%HACHarbor Acquisition Corporation$9.10Mreported value+165.9K shares+11.1%

Reduced positions

HDHome Depot, Inc.$55.11Mreported value-700.0K shares-31.8%NWSANews Corporation$45.50Mreported value-2.22M shares-53.0%INSPInfospace, Inc.$37.30Mreported value-300.0K shares-17.1%OMNOmnova Solutions Inc$30.36Mreported value-1.68M shares

Exited positions

MLSThe Mills Corporation$101.43Mprior reported value-5.07M shares-100.0%APOLApollo Education Group, Inc.$55.79Mprior reported value-1.43M shares-100.0%AQRAcquicor Technology Inc$18.98Mprior reported value-3.38M shares-100.0%WIREEncore Wire Corporation$7.35Mprior reported value