Baupost Group as of Sept. 30, 2013
Portfolio Holdings for Baupost Group
Baupost Group holds 20 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 31.9 | $1.1B | 64M | 17.47 | |
| Theravance | 21.6 | $757M | 19M | 40.87 | |
| ViaSat (VSAT) | 20.0 | $700M | 11M | 63.64 | |
| BP (BP) | 6.7 | $235M | 5.6M | 42.03 | |
| Idenix Pharmaceuticals | 4.4 | $154M | 30M | 5.19 | |
| Rovi Corporation | 3.4 | $118M | 6.2M | 19.17 | |
| Oracle Corporation (ORCL) | 2.3 | $79M | 2.4M | 33.17 | |
| Citigroup Inc Com Us cmn | 2.0 | $71M | 94M | 0.75 | |
| ChipMOS Technology Bermuda | 1.7 | $59M | 3.3M | 17.98 | |
| Novagold Resources Inc Cad (NG) | 1.4 | $50M | 22M | 2.32 | |
| Syneron Medical Ltd ord | 1.0 | $35M | 4.0M | 8.62 | |
| Pbf Energy Inc cl a (PBF) | 0.6 | $21M | 955k | 22.45 | |
| Alliance One International | 0.5 | $19M | 6.4M | 2.91 | |
| Micron Technology Inc Mu Cvt 1 convert | 0.5 | $18M | 11M | 1.60 | |
| USD.001 Central Pacific Financial (CPF) | 0.4 | $14M | 780k | 17.70 | |
| Enzon Pharmaceuticals (ENZN) | 0.4 | $13M | 7.7M | 1.68 | |
| American Intl Group | 0.4 | $12M | 656k | 18.95 | |
| Novacopper | 0.3 | $9.5M | 5.0M | 1.89 | |
| Ituran Location And Control (ITRN) | 0.2 | $8.8M | 476k | 18.45 | |
| AVEO Pharmaceuticals | 0.2 | $7.9M | 3.8M | 2.06 |
