13F filing recap · Q1 2009

What did Baupost Group LLC buy in Q1 2009?

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

Stock value

$1.01B

Positions

Estimated turnover

27.4%

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.

Increased positions

NWSANews Corporation$182.05Mreported value+10.56M shares+62.3%PDLIPdl Biopharma Inc$110.16Mreported value+1.20M shares+8.3%BBEPBreitburn Energy Partners LP$55.48Mreported value+338.5K shares+4.1%FACTFacet Biotech Corp$41.56Mreported value+1.60M shares+57.8%UFSDomtar Corp$38.56Mreported value+7.13M shares+21.3%CSECapitalsource Inc$36.35Mreported value+26.36M shares+765.8%RHIERhi Entertainment Inc$7.45Mreported value+1.24M shares+33.8%

Reduced positions

LINELinn Energy LLC$59.60Mreported value-4.00M shares-50.0%OMNOmnova Solutions Inc$9.43Mreported value-500.9K shares-8.5%GHQGhl Acquisition Corp$1.87Mreported value-2.05M shares-91.1%BGPBorders Group Inc$650.0Kreported value-636.1K shares

Exited positions

IACPeople Inc.$43.11Mprior reported value-2.74M shares-100.0%LCAPALiberty Ventures Series A$16.30Mprior reported value-3.46M shares-100.0%HOLChina Holdings Acquisition Corp$9.24Mprior reported value-1.05M shares-100.0%CVPCenterplate Inc$3.78Mprior reported value-2.21M shares