Baupost as of March 31, 2012
Portfolio Holdings for Baupost
Baupost holds 20 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 17.1 | $506M | 11M | 48.21 | |
| BP (BP) | 14.2 | $419M | 9.3M | 45.00 | |
| Hewlett-Packard Company | 13.9 | $411M | 17M | 23.83 | |
| News Corporation | 10.0 | $297M | 15M | 19.71 | |
| Theravance | 9.6 | $284M | 15M | 19.50 | |
| Microsoft Corporation (MSFT) | 7.6 | $226M | 7.0M | 32.26 | |
| News Corporation | 7.2 | $213M | 11M | 19.97 | |
| Allied Nevada Gold | 4.4 | $131M | 4.0M | 32.53 | |
| Idenix Pharmaceuticals | 2.7 | $81M | 8.2M | 9.79 | |
| Novagold Resources Inc Cad (NG) | 2.4 | $72M | 10M | 7.18 | |
| AVEO Pharmaceuticals | 2.1 | $63M | 5.1M | 12.41 | |
| Enzon Pharmaceuticals (ENZN) | 2.1 | $62M | 9.0M | 6.84 | |
| Theravance Inc note 3.000% 1/1 | 1.8 | $52M | 51M | 1.02 | |
| Syneron Medical Ltd ord | 1.4 | $43M | 4.0M | 10.72 | |
| Alliance One International | 1.1 | $33M | 8.8M | 3.77 | |
| USD.001 Central Pacific Financial (CPF) | 0.8 | $23M | 1.8M | 12.95 | |
| Ituran Location And Control (ITRN) | 0.8 | $23M | 1.7M | 13.44 | |
| Sycamore Networks | 0.3 | $9.4M | 531k | 17.74 | |
| Multimedia Games | 0.2 | $6.4M | 584k | 10.96 | |
| Alere | 0.1 | $3.6M | 138k | 26.01 |
