13F filing recap · Q4 2007

What did Baupost Group LLC buy in Q4 2007?

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

Stock value

$1.77B

Positions

Estimated turnover

82.9%

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

APLAtlas Pipeline Partners LP$71.19Mreported value+1.66M shares DSPSp Acquisition Holdings Inc$36.80Mreported value+4.00M shares HEKHeckmann Corp$36.75Mreported value+5.00M shares TOHHicks Acquisition Co I Inc$32.16Mreported value+3.50M shares GACQUGlobal Consumer Acquisition Corp$29.39Mreported value+2.96M shares NAQNrdc Acquisition Corp$24.76Mreported value+2.70M shares TCWTriplecrown Acquisition Corp$23.76Mreported value+2.60M shares PAXKennedy-Wilson Holdings, Inc.$22.75Mreported value+2.50M shares EPEEnterprise Gp Holdings L.p.$19.88Mreported value+536.9K shares CLACCapitol Acquisition Corp III$18.90Mreported value+2.10M shares OOOGlobal Bpo Services Corp$18.00Mreported value+2.50M shares AHDAtlas Pipeline Holdings LP$12.96Mreported value+477.8K shares AOIOne (a-Star Sponsor, Kevin Hartz Spac)$12.46Mreported value+3.06M shares ESTArmour Residential Reit, Inc.$11.31Mreported value+1.25M shares BBEPBreitburn Energy Partners LP$10.28Mreported value+355.8K shares VOXXVoxx International Corp$6.45Mreported value+520.5K shares HIAHighlands Acquisition Corp$4.72Mreported value+525.0K shares TMITm Entertainment & Media, Inc.$4.55Mreported value+625.0K shares GPHGolden Pond Healthcare Inc$4.53Mreported value+633.0K shares IANInter Atlantic Financial Inc$4.19Mreported value+575.0K shares TGY.UTremisis Energy Acquisition Corp II$2.57Mreported value+325.0K shares SHIPSeanergy Maritime Holdings Corp.$2.36Mreported value+250.0K shares DSP.WSp Acquisition Holdings Inc$2.24Mreported value+2.43M shares EDS2020 Chinacap Acquirco Inc$2.21Mreported value+307.0K shares KWICWKennedy-Wilson Holdings, Inc.$2.13Mreported value+2.50M shares HEKHeckmann Corp$1.92Mreported value+2.70M shares TCW.WSTriplecrown Acquisition Corp$1.02Mreported value+1.00M shares ESTArmour Residential Reit, Inc.$1.00Mreported value+1.25M shares PORPortland General Electric Company$895.0Kreported value+32.2K shares GPHGolden Pond Healthcare Inc$443.0Kreported value+633.0K shares TMITm Entertainment & Media, Inc.$278.0Kreported value+525.0K shares

Increased positions

SLMSlm Corp$441.31Mreported value+20.50M shares+1448.5%LINELinn Energy LLC$103.25Mreported value+2.13M shares+106.3%UFSDomtar Corp$81.89Mreported value+1.15M shares+12.1%FAFFirst American Financial Corporation$75.02Mreported value+780.6K shares

Reduced positions

EXHExterran Holdings$70.40Mreported value-100.0K shares-10.4%OMNOmnova Solutions Inc$25.97Mreported value-170.9K shares-2.8%SHAShanghai Century Acquisition Corp$10.37Mreported value-140.8K shares-10.7%GLAClark Holdings Inc$7.66Mreported value-152.0K shares

Exited positions

BRBroadridge Financial Solutions, Inc.$42.39Mprior reported value-2.24M shares-100.0%FRHCGlg Partners, Inc.$31.50Mprior reported value-2.80M shares-100.0%GAVGrubb & Ellis Realty Advisors, Inc.$17.45Mprior reported value-2.95M shares-100.0%HTXHutchison Telecommunications International Ltd$6.07Mprior reported value