13F filing recap · Q1 2008

What did Baupost Group LLC buy in Q1 2008?

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

Stock value

$1.65B

Positions

Estimated turnover

90.0%

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

WLPWellpoint Inc$196.52Mreported value+4.45M shares TBPHTheravance Biopharma, Inc.$56.11Mreported value+5.33M shares FYRSapphire Industrials Corp$42.17Mreported value+4.60M shares IPInternational Paper Company$38.70Mreported value+1.42M shares BGPBorders Group Inc$29.18Mreported value+4.97M shares GACQGlobal Consumer Acquisition Corp$26.90Mreported value+2.96M shares HOLChina Holdings Acquisition Corp$9.45Mreported value+1.05M shares LIALiberty Acquisition Holdings Corp$9.21Mreported value+987.4K shares BPW.UBpw Acquisition Corp$5.49Mreported value+573.9K shares PDLIPdl Biopharma Inc$4.89Mreported value+461.6K shares FYRSapphire Industrials Corp$2.79Mreported value+6.20M shares TGYTremisis Energy Acquisition Corp II$2.39Mreported value+325.0K shares GACQWGlobal Consumer Acquisition Corp$2.10Mreported value+2.96M shares MDRXVeradigm Inc$1.78Mreported value+172.8K shares IPHSInnophos Holdings, Inc.$1.75Mreported value+108.4K shares CTCMCtc Media Inc$826.0Kreported value+29.8K shares NLXOverture Acquisition Corp$686.0Kreported value+74.4K shares NLXOverture Acquisition Corp$420.0Kreported value+1.00M shares TGY.WSTremisis Energy Acquisition Corp II$163.0Kreported value+325.0K shares

Increased positions

NWSANews Corporation$230.63Mreported value+6.19M shares+101.2%EXHExterran Holdings$131.62Mreported value+1.18M shares+136.9%UFSDomtar Corp$126.52Mreported value+7.87M shares+74.0%LINELinn Energy LLC$98.33Mreported value+1.05M shares

Reduced positions

HEKHeckmann Corp$26.07Mreported value-1.50M shares-30.0%TCWTriplecrown Acquisition Corp$22.79Mreported value-101.1K shares-3.9%OOOGlobal Bpo Services Corp$15.82Mreported value-341.3K shares-13.7%DSPSp Acquisition Holdings Inc$13.27Mreported value-2.55M shares

Exited positions

SLMSlm Corp$441.31Mprior reported value-21.91M shares-100.0%FAFFirst American Financial Corporation$75.02Mprior reported value-2.20M shares-100.0%GACQUGlobal Consumer Acquisition Corp$29.39Mprior reported value-2.96M shares-100.0%INSPInfospace, Inc.$15.34Mprior reported value