The Baupost Group Holdings in 1st Quarter: 13F Alert
By Chris Cappucci -
2011-05-13T20:37:41Z
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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