13F filing recap · Q4 2012

What did Baupost Group LLC buy in Q4 2012?

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

Stock value

$2.99B

Positions

Estimated turnover

32.1%

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

AIGAmerican International Group, Inc.$247.10Mreported value+7.00M shares

Increased positions

VSATViasat, Inc.$427.90Mreported value+250.0K shares+2.3%NWSTwenty-First Century Fox, Inc.$341.66Mreported value+3.36M shares+34.8%IDIXIdenix Pharmaceuticals Inc$100.42Mreported value+8.70M shares+72.5%NGNovagold Resources Inc.$97.81Mreported value+688.3K shares

Reduced positions

BPBp Plc$455.04Mreported value-333.3K shares-3.0%ORCLOracle Corporation$348.00Mreported value-3.06M shares-22.6%NWSANews Corporation$205.25Mreported value-5.00M shares-38.3%ANVAllied Nevada Gold Corp$85.98Mreported value-2.20M shares

Exited positions

HPQHP Inc.$245.26Mprior reported value-14.38M shares-100.0%MSFTMicrosoft Corporation$41.66Mprior reported value-1.40M shares-100.0%SCMRSycamore Networks, Inc.$8.18Mprior reported value-530.9K shares-100.0%