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The Baupost Group Holdings in 1st Quarter: 13F Alert

The following is an analysis of The Baupost Group LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/13/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
ViaSat Inc                   VSAT US      400,451,441   10,051,492            0
News Corp-Cl A               NWSA US      334,899,000   19,050,000            0
Theravance Inc               THRX US      314,860,000   13,000,000            0
Alere Inc                    ALR US       121,334,000    3,100,000            0
Enzon Pharmaceuticals Inc    ENZN US       98,109,570    9,000,878      -64,300
Allied Nevada Gold Corp      ANV US        87,153,001    2,456,398    2,456,398
CapitalSource Inc            CSE US        73,568,000   10,450,000   -5,550,000
Breitburn Energy Partners LP BBEP US       65,646,330    3,021,000   -1,329,000
PDL BioPharma Inc            PDLI US       60,872,305   10,495,225    4,891,825
Aveo Pharmaceuticals Inc     AVEO US       46,953,000    3,525,000    1,525,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Allied Nevada Gold Corp      ANV US        87,153,001    2,456,398    2,456,398
Sycamore Networks Inc        SCMR US        2,443,000      100,000      100,000
                                                                               
                                                                               
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Regeneron Pharmaceuticals    REGN US      -32,830,000            0   -1,000,000
                                                                               
                                                                               
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
PDL BioPharma Inc            PDLI US       25,963,123   10,495,225    4,891,825
Aveo Pharmaceuticals Inc     AVEO US       17,713,000    3,525,000    1,525,000
                                                                               
                                                                               
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
CapitalSource Inc            CSE US       -40,032,000   10,450,000   -5,550,000
Breitburn Energy Partners LP BBEP US      -21,962,670    3,021,000   -1,329,000
Enzon Pharmaceuticals Inc    ENZN US      -12,122,994    9,000,878      -64,300
Ituran Location And Control  ITRN US       -4,816,282    1,685,666      -35,400 
 
SOURCE: SEC 13F-HR 
FILER: The Baupost Group LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/13/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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