13F filing recap · Q1 2011

What did Baupost Group LLC buy in Q1 2011?

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

Stock value

$1.71B

Positions

Estimated turnover

14.2%

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

ANVAllied Nevada Gold Corp$87.15Mreported value+2.46M shares SCMRSycamore Networks, Inc.$2.44Mreported value+100.0K shares

Increased positions

PDLIPdl Biopharma Inc$60.87Mreported value+4.89M shares+87.3%AVEOAveo Pharmaceuticals Inc$46.95Mreported value+1.52M shares+76.3%

Reduced positions

ENZNViskase Holdings, Inc.$98.11Mreported value-64.3K shares-0.7%CSECapitalsource Inc$73.57Mreported value-5.55M shares-34.7%BBEPBreitburn Energy Partners LP$65.65Mreported value-1.33M shares-30.6%ITRNIturan Location and Control Ltd.$25.29Mreported value-35.4K shares

Exited positions

REGNRegeneron Pharmaceuticals, Inc.$32.83Mprior reported value-1.00M shares-100.0%