Baupost Group

Baupost as of Dec. 31, 2009

Portfolio Holdings for Baupost

Baupost holds 20 positions in its portfolio as reported in the December 2009 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corporation 21.1 $335M 25M 13.69
Domtar Corp 10.1 $161M 2.9M 55.41
ViaSat (VSAT) 9.8 $156M 4.9M 31.78
Capitalsource Inc sdcv 4.000% 7/1 9.8 $155M 168M 0.92
Theravance 8.3 $132M 10M 13.07
BreitBurn Energy Partners 5.7 $90M 8.5M 10.59
Enzon Pharmaceuticals (ENZN) 5.4 $85M 8.1M 10.53
CapitalSource 5.1 $81M 20M 3.97
Cit 4.5 $71M 2.6M 27.61
Facet Biotech Corp 3.9 $62M 3.5M 17.55
Directv 3.4 $54M 1.6M 33.35
Capitalsource Inc note 7.250% 7/1 2.7 $44M 48M 0.90
Alliance One International 2.7 $43M 8.8M 4.88
Theravance Inc note 3.000% 1/1 2.1 $33M 42M 0.79
Ituran Location And Control (ITRN) 1.4 $22M 1.7M 12.82
Liberty Media 1.2 $20M 422k 46.15
Multimedia Games 1.0 $16M 2.6M 6.01
Syneron Medical Ltd ord 1.0 $16M 1.5M 10.45
Audiovox Corporation 0.8 $13M 1.8M 7.09
Sapphire Industrials Corp *w exp 01/17/201 0.0 $270k 2.3M 0.12