The Baupost Group Holdings in 3rd Quarter: 13F Alert

The following is an analysis of The Baupost Group LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
BP Plc-Spons ADR             BP US        495,636,066   13,740,950    8,240,950
Hewlett-Packard Co           HPQ US       465,837,500   20,750,000   20,750,000
ViaSat Inc                   VSAT US      349,754,734   10,499,992      448,500
News Corp-Cl A               NWSA US      325,724,974   21,041,665    1,991,665
Microsoft Corp               MSFT US      298,680,000   12,000,000            0
Theravance Inc               THRX US      286,510,855   14,225,961    1,264,861
Allied Nevada Gold Corp      ANV US       125,335,000    3,500,000      121,700
PDL BioPharma Inc            PDLI US       86,779,800   15,636,000    6,373,675
Aveo Pharmaceuticals Inc     AVEO US       76,950,000    5,000,000      566,990
News Corp-B                  NWS US        66,817,530    4,283,175    4,283,175
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Hewlett-Packard Co           HPQ US       465,837,500   20,750,000   20,750,000
News Corp-B                  NWS US        66,817,530    4,283,175    4,283,175
Genworth Financial Inc-Cl A  GNW US        57,400,000   10,000,000   10,000,000
NovaGold Resources Inc       NG US         32,250,000    5,000,000    5,000,000 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
CapitalSource Inc            CSE US       -67,402,500            0  -10,450,000
Audiovox Corp-A              VOXX US       -5,869,697            0     -776,415 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
BP Plc-Spons ADR             BP US        252,041,066   13,740,950    8,240,950
PDL BioPharma Inc            PDLI US       32,409,952   15,636,000    6,373,675
Idenix Pharmaceuticals Inc   IDIX US        6,196,500    2,500,000    1,244,300
Allied Nevada Gold Corp      ANV US         5,844,529    3,500,000      121,700
Sycamore Networks Inc        SCMR US        4,578,222      530,871      305,871
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position 
 
SOURCE: SEC 13F-HR 
FILER: The Baupost Group LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

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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