Baupost as of Dec. 31, 2012
Portfolio Holdings for Baupost
Baupost holds 21 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BP (BP) | 14.7 | $455M | 11M | 41.64 | |
| ViaSat (VSAT) | 13.8 | $428M | 11M | 38.90 | |
| Oracle Corporation (ORCL) | 11.2 | $348M | 10M | 33.32 | |
| News Corporation | 11.0 | $342M | 13M | 26.24 | |
| Theravance | 9.7 | $301M | 14M | 22.24 | |
| American International (AIG) | 8.0 | $247M | 7.0M | 35.30 | |
| News Corporation | 6.6 | $205M | 8.0M | 25.51 | |
| Genworth Financial (GNW) | 3.6 | $113M | 15M | 7.51 | |
| Idenix Pharmaceuticals | 3.2 | $100M | 21M | 4.85 | |
| Novagold Resources Inc Cad (NG) | 3.2 | $98M | 22M | 4.51 | |
| Allied Nevada Gold | 2.8 | $86M | 2.9M | 30.13 | |
| Rovi Corporation | 2.1 | $64M | 4.1M | 15.43 | |
| Theravance Inc note 3.000% 1/1 | 1.8 | $56M | 51M | 1.10 | |
| Microsoft Corporation (MSFT) | 1.7 | $53M | 2.0M | 26.71 | |
| AVEO Pharmaceuticals | 1.3 | $40M | 4.9M | 8.05 | |
| Enzon Pharmaceuticals (ENZN) | 1.1 | $35M | 7.9M | 4.43 | |
| Syneron Medical Ltd ord | 1.1 | $35M | 4.0M | 8.67 | |
| Alliance One International | 1.0 | $32M | 8.8M | 3.64 | |
| USD.001 Central Pacific Financial (CPF) | 0.9 | $28M | 1.8M | 15.59 | |
| Ituran Location And Control (ITRN) | 0.7 | $23M | 1.7M | 13.57 | |
| Novacopper | 0.3 | $9.1M | 5.0M | 1.81 |
