13F filing recap · Q3 2014

What did Baupost Group LLC buy in Q3 2014?

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

Stock value

$5.73B

Positions

Estimated turnover

40.8%

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

OCNOnity Group Inc.$183.31Mreported value+7.00M shares ARAntero Resources Corporation$151.47Mreported value+2.76M shares VRTVVeritiv Corporation$118.29Mreported value+2.36M shares

Increased positions

LNGCheniere Energy, Inc.$896.26Mreported value+5.21M shares+87.0%EBAYEbay Inc.$345.26Mreported value+1.66M shares+37.4%KERXKeryx Biopharmaceuticals Inc$251.63Mreported value+7.76M shares+73.6%PBFPbf Energy Inc.$171.49Mreported value+1.55M shares

Reduced positions

TBPHTheravance Biopharma, Inc.$338.65Mreported value-579.1K shares-2.8%ELOSSyneron Medical Ltd$30.01Mreported value-1.01M shares-25.1%BYDBoyd Gaming Corp$9.95Mreported value-1.82M shares-65.0%

Exited positions

IDIXIdenix Pharmaceuticals Inc$1.27Bprior reported value-53.33M shares-100.0%