Baupost Group

The Baupost as of Sept. 30, 2009

Portfolio Holdings for The Baupost

The Baupost holds 27 positions in its portfolio as reported in the September 2009 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corporation 21.7 $294M 25M 11.96
Capitalsource Inc sdcv 4.000% 7/1 11.0 $149M 173M 0.86
Theravance 9.7 $132M 9.0M 14.64
Liberty Media Corp-ent Ser A E nt com ser a 9.7 $131M 4.2M 31.11
Domtar Corp 8.4 $114M 3.2M 35.22
BreitBurn Energy Partners 7.1 $97M 8.5M 11.37
ViaSat (VSAT) 6.0 $81M 3.0M 26.58
CapitalSource 5.6 $76M 18M 4.34
Facet Biotech Corp 4.5 $61M 3.5M 17.29
Capitalsource Inc note 7.250% 7/1 3.0 $40M 48M 0.83
Alliance One International 2.9 $39M 8.8M 4.48
Theravance Inc note 3.000% 1/1 2.6 $35M 42M 0.85
Syneron Medical Ltd ord 1.8 $24M 2.1M 11.41
Ituran Location And Control (ITRN) 1.3 $18M 1.7M 10.32
Enzon Pharmaceuticals (ENZN) 1.3 $17M 2.1M 8.25
RHI Entertainment (RHIE) 1.1 $15M 4.9M 3.12
Multimedia Games 1.0 $13M 2.6M 5.12
Audiovox Corporation 0.9 $12M 1.8M 6.85
Sapphire Industrials Corp *w exp 01/17/201 0.2 $2.8M 6.2M 0.45
Global Consumer Acqst Corp *w exp 11/27/201 0.2 $2.2M 3.0M 0.73
Prospect Acquisition Corp *w exp 11/14/201 0.1 $1.5M 2.5M 0.60
Bpw Acquisition Corp *w exp 02/26/201 0.0 $258k 574k 0.45
Enterprise Acquisition Corp *w exp 11/07/201 0.0 $325k 1.3M 0.26
Overture Acquisition Corp *w exp 01/30/201 0.0 $240k 1.0M 0.24
Sp Acquisition Holdings Inc *w exp 10/10/201 0.0 $142k 1.6M 0.09
Tm Entmt & Media Inc *w exp 10/17/201 0.0 $152k 525k 0.29
Tremisis Energy Acq Corp Ii *w exp 12/05/201 0.0 $39k 325k 0.12