13F filing recap · Q1 2010

What did Baupost Group LLC buy in Q1 2010?

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

Stock value

$1.63B

Positions

Estimated turnover

27.0%

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

SLRCSlr Investment Corp.$40.39Mreported value+2.01M shares ADCTAdc Telecommunications$36.55Mreported value+5.00M shares

Increased positions

VSATViasat, Inc.$301.34Mreported value+3.79M shares+77.1%TBPHTheravance Biopharma, Inc.$173.16Mreported value+2.90M shares+28.7%ENZNViskase Holdings, Inc.$93.69Mreported value+1.12M shares+13.9%

Reduced positions

NWSANews Corporation$333.45Mreported value-1.31M shares-5.4%UFSDomtar Corp$172.42Mreported value-223.1K shares-7.7%FACTFacet Biotech Corp$53.98Mreported value-1.51M shares-43.0%VOXXVoxx International Corp$13.33Mreported value-83.6K shares

Exited positions

CITCit Group Inc$71.29Mprior reported value-2.58M shares-100.0%FYRSapphire Industrials Corp$270.0Kprior reported value-2.25M shares-100.0%