Baupost as of March 31, 2011
Portfolio Holdings for Baupost
Baupost holds 17 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 22.6 | $401M | 10M | 39.84 | |
| News Corporation | 18.9 | $335M | 19M | 17.58 | |
| Theravance | 17.8 | $315M | 13M | 24.22 | |
| Alere | 6.9 | $121M | 3.1M | 39.14 | |
| Enzon Pharmaceuticals (ENZN) | 5.5 | $98M | 9.0M | 10.90 | |
| Allied Nevada Gold | 4.9 | $87M | 2.5M | 35.48 | |
| CapitalSource | 4.2 | $74M | 11M | 7.04 | |
| BreitBurn Energy Partners | 3.7 | $66M | 3.0M | 21.73 | |
| PDL BioPharma | 3.4 | $61M | 11M | 5.80 | |
| Theravance Inc note 3.000% 1/1 | 3.3 | $58M | 51M | 1.14 | |
| AVEO Pharmaceuticals | 2.7 | $47M | 3.5M | 13.32 | |
| Alliance One International | 2.0 | $35M | 8.8M | 4.02 | |
| Ituran Location And Control (ITRN) | 1.4 | $25M | 1.7M | 15.00 | |
| Syneron Medical Ltd ord | 1.1 | $20M | 1.5M | 13.04 | |
| Multimedia Games | 0.8 | $15M | 2.6M | 5.73 | |
| Audiovox Corporation | 0.5 | $8.5M | 1.1M | 8.00 | |
| Sycamore Networks | 0.1 | $2.4M | 100k | 24.43 |
