13F filing recap · Q2 2007

What did Baupost Group LLC buy in Q2 2007?

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

Stock value

$985.92M

Positions

Estimated turnover

37.7%

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

FAFFirst American Financial Corporation$49.79Mreported value+1.01M shares UCOUniversal Compression Holdings$47.07Mreported value+649.5K shares SCOOSchool Specialty Inc$36.11Mreported value+1.02M shares AII.UAldabra 2 Acquisition Corp$12.00Mreported value+1.20M shares MEJSanta Monica Media Corp$5.59Mreported value+750.0K shares COLAColumbus Acquisition Corp$5.56Mreported value+750.0K shares HCHanover Compressor Company$5.38Mreported value+225.4K shares MEHMedia & Entertainment Holdings Inc$5.37Mreported value+725.0K shares VTGVantage Energy Services Inc$5.13Mreported value+675.0K shares MBH.UMbf Healthcare Acquisition Corp$4.77Mreported value+575.0K shares OKNOceanaut Inc$4.75Mreported value+625.0K shares VRYVictory Acquisition Corp$3.77Mreported value+400.0K shares HACHarbor Acquisition Corporation$1.43Mreported value+3.58M shares TVH/UMedia & Entertainment Holdings Inc$812.0Kreported value+725.0K shares OKNOceanaut Inc$777.0Kreported value+575.8K shares COLAColumbus Acquisition Corp$638.0Kreported value+750.0K shares

Increased positions

SLMSlm Corp$247.59Mreported value+350.0K shares+8.9%ELOSSyneron Medical Ltd$48.23Mreported value+432.9K shares+28.9%MAQMarathon Acquisition Corp$41.59Mreported value+400.0K shares+8.2%OMNOmnova Solutions Inc$38.13Mreported value+741.1K shares

Reduced positions

UFSDomtar Corp$36.83Mreported value-2.95M shares-47.2%INSPInfospace, Inc.$21.31Mreported value-534.9K shares-36.8%MGAMMultimedia Games, Inc.$16.70Mreported value-100.0K shares-7.1%HRZHorizon Lines Inc$15.17Mreported value-187.0K shares

Exited positions

CDSCold Spring Capital Inc$13.15Mprior reported value-2.33M shares-100.0%HLSEncompass Health Corporation$10.51Mprior reported value-500.0K shares-100.0%CRBCourtside Acquisition Corp$8.27Mprior reported value-1.50M shares-100.0%TVH/UMedia & Entertainment Holdings Inc$5.82Mprior reported value