13F filing recap · Q3 2007

What did Baupost Group LLC buy in Q3 2007?

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

Stock value

$1.02B

Positions

Estimated turnover

77.1%

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

EXHExterran Holdings$77.18Mreported value+960.7K shares LINELinn Energy LLC$63.76Mreported value+2.00M shares BRBroadridge Financial Solutions, Inc.$42.39Mreported value+2.24M shares ACMRA C Moore Arts & Crafts Inc$16.99Mreported value+1.08M shares AAMAlternative Asset Management Acquisition Corp.$13.23Mreported value+1.50M shares AIIAldabra 2 Acquisition Corp$11.03Mreported value+1.20M shares GGAGsc Acquisition Company$7.83Mreported value+850.0K shares ITRNIturan Location and Control Ltd.$6.75Mreported value+560.4K shares MBHMbf Healthcare Acquisition Corp$4.36Mreported value+575.0K shares KHAKbl Healthcare Acquisition Corp I$2.95Mreported value+410.0K shares MBH.WSMbf Healthcare Acquisition Corp$283.0Kreported value+349.9K shares KHAKbl Healthcare Acquisition Corp I$155.0Kreported value+235.0K shares GGAGsc Acquisition Company$42.0Kreported value+38.5K shares

Increased positions

NWSANews Corporation$134.44Mreported value+4.15M shares+210.6%UFSDomtar Corp$77.90Mreported value+6.20M shares+187.9%ELOSSyneron Medical Ltd$54.37Mreported value+367.1K shares+19.0%FAFFirst American Financial Corporation$51.93Mreported value+412.2K shares

Reduced positions

SLMSlm Corp$70.28Mreported value-2.88M shares-67.1%OMNOmnova Solutions Inc$35.03Mreported value-242.4K shares-3.8%SCOOSchool Specialty Inc$20.87Mreported value-416.2K shares-40.8%INSPInfospace, Inc.$13.94Mreported value-124.5K shares

Exited positions

HDHome Depot, Inc.$59.02Mprior reported value-1.50M shares-100.0%UCOUniversal Compression Holdings$47.07Mprior reported value-649.5K shares-100.0%STHOStar Maritime Acquisition Co$34.88Mprior reported value-2.85M shares-100.0%AII.UAldabra 2 Acquisition Corp$12.00Mprior reported value