13F filing recap · Q2 2013

What did Baupost Group LLC buy in Q2 2013?

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

Stock value

$3.93B

Positions

Estimated turnover

37.1%

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

MUMicron Technology, Inc.$594.70Mreported value+41.50M shares IMOSChipmos Technologies Inc.$53.47Mreported value+2.76M shares YRIYamana Gold Inc$30.96Mreported value+3.26M shares KGCKinross Gold Corp$10.72Mreported value+2.10M shares PVGPretium Resources Inc$1.03Mreported value+155.7K shares

Increased positions

BPBp Plc$776.26Mreported value+1.47M shares+8.6%TBPHTheravance Biopharma, Inc.$637.25Mreported value+2.99M shares+22.0%IDIXIdenix Pharmaceuticals Inc$96.63Mreported value+725.0K shares+2.8%C WS ACitigroup Inc$74.08Mreported value+108.5K shares

Reduced positions

AIGAmerican International Group, Inc.$452.37Mreported value-1.73M shares-14.6%ROVIRovi Corp$140.69Mreported value-2.00M shares-24.5%ORCLOracle Corporation$73.30Mreported value-1.00M shares-29.5%AOIOne (a-Star Sponsor, Kevin Hartz Spac)$29.15Mreported value-461.6K shares

Exited positions

NWSTwenty-First Century Fox, Inc.$124.50Mprior reported value-4.05M shares-100.0%ELNElan Corporation, Plc$107.69Mprior reported value-9.13M shares-100.0%DTVDirectv$11.73Mprior reported value-207.3K shares-100.0%