13F filing recap · Q4 2009

What did Baupost Group LLC buy in Q4 2009?

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

Stock value

$1.35B

Positions

Estimated turnover

37.9%

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

CITCit Group Inc$71.29Mreported value+2.58M shares DTVDirectv$53.94Mreported value+1.62M shares LSTZALiberty Ventures Series A$19.48Mreported value+422.2K shares

Increased positions

VSATViasat, Inc.$156.23Mreported value+1.87M shares+61.4%TBPHTheravance Biopharma, Inc.$132.01Mreported value+1.07M shares+11.8%ENZNViskase Holdings, Inc.$85.11Mreported value+6.01M shares+290.2%CSECapitalsource Inc$80.50Mreported value+2.71M shares

Reduced positions

NWSANews Corporation$334.72Mreported value-150.0K shares-0.6%UFSDomtar Corp$160.69Mreported value-334.1K shares-10.3%ELOSSyneron Medical Ltd$15.68Mreported value-596.2K shares-28.4%FYRSapphire Industrials Corp$270.0Kreported value-3.95M shares

Exited positions

FWONALiberty Ventures Series A$131.35Mprior reported value-4.22M shares-100.0%RHIERhi Entertainment Inc$15.29Mprior reported value-4.90M shares-100.0%GACQWGlobal Consumer Acquisition Corp$2.16Mprior reported value-2.96M shares-100.0%KWICWKennedy-Wilson Holdings, Inc.$1.50Mprior reported value