Baupost Group

Baupost as of June 30, 2010

Portfolio Holdings for Baupost

Baupost holds 18 positions in its portfolio as reported in the June 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ViaSat (VSAT) 22.9 $325M 10M 32.56
News Corporation 16.1 $228M 19M 11.96
Theravance 11.6 $163M 13M 12.57
BreitBurn Energy Partners 8.8 $124M 8.3M 14.93
Enzon Pharmaceuticals (ENZN) 7.7 $108M 10M 10.65
CapitalSource 6.8 $97M 20M 4.76
Domtar Corp 6.3 $90M 1.8M 49.15
Theravance Inc note 3.000% 1/1 3.1 $43M 51M 0.85
ADC Telecommunications 3.0 $42M 5.7M 7.41
Solar Cap (SLRC) 2.7 $39M 2.0M 19.26
Capitalsource Inc note 7.250% 7/1 2.7 $38M 40M 0.95
Alliance One International 2.2 $31M 8.8M 3.56
Ituran Location And Control (ITRN) 1.8 $26M 1.7M 15.08
Liberty Media 1.6 $22M 422k 51.84
Syneron Medical Ltd ord 1.1 $15M 1.5M 10.28
Multimedia Games 0.8 $12M 2.6M 4.50
Audiovox Corporation 0.6 $7.8M 1.1M 7.35
Energy Xxi 0.3 $4.2M 265k 15.78