Baupost as of March 31, 2013
Portfolio Holdings for Baupost
Baupost holds 22 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BP (BP) | 23.3 | $725M | 17M | 42.35 | |
| ViaSat (VSAT) | 17.1 | $533M | 11M | 48.44 | |
| American International (AIG) | 14.8 | $460M | 12M | 38.82 | |
| Theravance | 10.3 | $320M | 14M | 23.62 | |
| Rovi Corporation | 5.6 | $175M | 8.2M | 21.41 | |
| News Corporation | 4.0 | $125M | 4.0M | 30.76 | |
| Oracle Corporation (ORCL) | 3.5 | $110M | 3.4M | 32.33 | |
| Elan Corporation | 3.5 | $108M | 9.1M | 11.80 | |
| Idenix Pharmaceuticals | 3.0 | $92M | 26M | 3.54 | |
| Novagold Resources Inc Cad (NG) | 2.5 | $79M | 22M | 3.63 | |
| Theravance Inc note 3.000% 1/1 | 1.9 | $60M | 51M | 1.18 | |
| Microsoft Corporation (MSFT) | 1.8 | $57M | 2.0M | 28.60 | |
| Citigroup Inc Com Us cmn | 1.5 | $48M | 94M | 0.51 | |
| Syneron Medical Ltd ord | 1.3 | $41M | 4.0M | 10.22 | |
| AVEO Pharmaceuticals | 1.2 | $36M | 4.9M | 7.35 | |
| Alliance One International | 1.0 | $32M | 8.1M | 3.89 | |
| Enzon Pharmaceuticals (ENZN) | 0.9 | $29M | 7.7M | 3.80 | |
| USD.001 Central Pacific Financial (CPF) | 0.9 | $28M | 1.8M | 15.70 | |
| Ituran Location And Control (ITRN) | 0.7 | $21M | 1.3M | 15.69 | |
| Directv | 0.4 | $12M | 207k | 56.59 | |
| American Intl Group | 0.3 | $9.7M | 639k | 15.20 | |
| Novacopper | 0.3 | $9.2M | 5.0M | 1.83 |
