13F filing recap · Q1 2015

What did Baupost Group LLC buy in Q1 2015?

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

Stock value

$5.91B

Positions

Estimated turnover

17.0%

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

PXDPioneer Natural Resources Co$517.83Mreported value+3.17M shares KLXIKlx Inc$57.81Mreported value+1.50M shares

Increased positions

ARAntero Resources Corporation$330.16Mreported value+1.50M shares+19.1%KERXKeryx Biopharmaceuticals Inc$284.90Mreported value+4.08M shares+22.3%SEMISunedison Semiconductor Ltd$203.93Mreported value+3.75M shares+90.5%ATRAAtara Biotherapeutics, Inc.$192.80Mreported value+2.27M shares

Reduced positions

VRTVVeritiv Corporation$100.37Mreported value-39.8K shares-1.7%

Exited positions

ELOSSyneron Medical Ltd$22.54Mprior reported value-2.42M shares-100.0%