Baupost Group

Baupost as of Sept. 30, 2010

Portfolio Holdings for Baupost

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ViaSat (VSAT) 25.0 $413M 10M 41.11
Theravance 15.8 $261M 13M 20.10
News Corporation 15.1 $249M 19M 13.06
BreitBurn Energy Partners 7.9 $131M 7.2M 18.27
Enzon Pharmaceuticals (ENZN) 7.1 $117M 10M 11.24
CapitalSource 6.6 $108M 20M 5.34
Liberty Media 3.9 $65M 1.0M 64.93
Domtar Corp 3.1 $52M 800k 64.58
Alere 2.8 $46M 1.5M 30.93
Theravance Inc note 3.000% 1/1 2.7 $44M 51M 0.87
Solar Cap (SLRC) 2.3 $38M 1.8M 21.45
Alliance One International 2.2 $37M 8.8M 4.15
Regeneron Pharmaceuticals (REGN) 1.7 $27M 1.0M 27.40
Ituran Location And Control (ITRN) 1.5 $25M 1.7M 14.40
Syneron Medical Ltd ord 0.9 $15M 1.5M 9.92
Multimedia Games 0.6 $9.6M 2.6M 3.70
Audiovox Corporation 0.4 $7.3M 1.1M 6.84
Energy Xxi 0.4 $6.1M 265k 23.11