13F filing recap · Q2 2008

What did Baupost Group LLC buy in Q2 2008?

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

Stock value

$1.99B

Positions

Estimated turnover

44.2%

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

UNHUnitedHealth Group Incorporated$122.44Mreported value+4.66M shares FWONALiberty Ventures Series A$77.54Mreported value+3.20M shares CSECapitalsource Inc$25.48Mreported value+2.30M shares VSATViasat, Inc.$22.65Mreported value+1.12M shares GHQGhl Acquisition Corp$20.93Mreported value+2.25M shares PPDPre-Paid Legal Services Inc$12.58Mreported value+309.7K shares CVPCenterplate Inc$9.48Mreported value+1.96M shares BPWBpw Acquisition Corp$5.34Mreported value+573.9K shares GHQ-WSGhl Acquisition Corp$813.0Kreported value+1.25M shares BPW/WSBpw Acquisition Corp$298.0Kreported value+573.9K shares

Increased positions

WLPWellpoint Inc$262.97Mreported value+1.06M shares+23.9%EXHExterran Holdings$161.65Mreported value+221.9K shares+10.9%PDLIPdl Biopharma Inc$157.44Mreported value+14.36M shares+3111.7%UFSDomtar Corp$121.89Mreported value+3.84M shares

Reduced positions

LINELinn Energy LLC$103.75Mreported value-1.00M shares-19.3%ELOSSyneron Medical Ltd$50.74Mreported value-26.9K shares-0.9%MAQMarathon Acquisition Corp$22.50Mreported value-2.40M shares-45.5%AOIOne (a-Star Sponsor, Kevin Hartz Spac)$15.33Mreported value-668.4K shares

Exited positions

IPInternational Paper Company$38.70Mprior reported value-1.42M shares-100.0%HEKHeckmann Corp$26.07Mprior reported value-3.50M shares-100.0%ACMRA C Moore Arts & Crafts Inc$22.73Mprior reported value-3.33M shares-100.0%QNTAQuanta Capital Holdings Ltd.$12.02Mprior reported value