Baupost Group

The Baupost as of March 31, 2009

Portfolio Holdings for The Baupost

The Baupost holds 42 positions in its portfolio as reported in the March 2009 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corporation 15.4 $182M 28M 6.62
Theravance 13.0 $154M 9.0M 17.00
PDL BioPharma 9.3 $110M 16M 7.08
Capitalsource Inc sdcv 4.000% 7/1 8.0 $95M 173M 0.55
Liberty Media Corp-ent Ser A E nt com ser a 7.0 $83M 4.2M 19.95
Exterran Holdings 6.7 $79M 4.9M 16.02
Linn Energy 5.0 $60M 4.0M 14.90
BreitBurn Energy Partners 4.7 $56M 8.5M 6.53
Facet Biotech Corp 3.5 $42M 4.4M 9.50
News Corporation 3.5 $42M 5.4M 7.70
Domtar Corp C ommon 3.3 $39M 41M 0.95
CapitalSource 3.1 $36M 30M 1.22
Theravance Inc note 3.000% 1/1 2.7 $32M 42M 0.78
Capitalsource Inc note 7.250% 7/1 2.2 $27M 48M 0.55
ViaSat (VSAT) 2.2 $26M 1.2M 20.82
Alliance One International 2.0 $24M 6.2M 3.84
Istar Finl Inc frnt 10/0 1.7 $20M 68M 0.30
Syneron Medical Ltd ord 1.6 $18M 3.1M 5.93
Ituran Location And Control (ITRN) 1.1 $13M 1.7M 7.59
Horizon Lines (HRZ) 0.9 $11M 3.6M 3.03
OMNOVA Solutions 0.8 $9.4M 5.4M 1.74
RHI Entertainment (RHIE) 0.6 $7.4M 4.9M 1.52
Audiovox Corporation 0.6 $6.6M 1.9M 3.43
Multimedia Games 0.5 $5.6M 2.6M 2.15
Acergy (ACGY) 0.2 $2.1M 346k 6.18
Ghl Acquisition Corp 0.2 $1.9M 200k 9.37
Pre-Paid Legal Services 0.1 $1.8M 61k 29.03
Sapphire Industrials Corp *w exp 01/17/201 0.1 $744k 6.2M 0.12
Borders (BGP) 0.1 $650k 1.0M 0.63
Global Consumer Acqst Corp *w exp 11/27/201 0.0 $415k 3.0M 0.14
Ghl Acquisition Corp *w exp 02/14/201 0.0 $225k 1.3M 0.18
Bpw Acquisition Corp *w exp 02/26/201 0.0 $92k 574k 0.16
Overture Acquisition Corp *w exp 01/30/201 0.0 $70k 1.0M 0.07
Prospect Acquisition Corp *w exp 11/14/201 0.0 $125k 2.5M 0.05
Sp Acquisition Holdings Inc *w exp 10/10/201 0.0 $79k 1.6M 0.05
Enterprise Acquisition Corp *w exp 11/07/201 0.0 $25k 1.3M 0.02
Tm Entmt & Media Inc *w exp 10/17/201 0.0 $11k 525k 0.02
Tremisis Energy Acq Corp Ii *w exp 12/05/201 0.0 $39k 325k 0.12
Kbl Healthcare Acquis Corp I *w exp 07/18/201 0.0 $17k 235k 0.07
Columbus Acquisition Corp *w exp 05/18/201 0.0 $15k 750k 0.02
Mbf Healthcare Acquisition C *w exp 04/16/201 0.0 $0 244k 0.00
Media & Entmt Holdings Inc *w exp 03/09/201 0.0 $0 725k 0.00