Baupost Group

Baupost Group as of Dec. 31, 2013

Portfolio Holdings for Baupost Group

Baupost Group holds 19 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Micron Technology (MU) 31.8 $1.1B 52M 21.75
Theravance 20.4 $718M 20M 35.65
ViaSat (VSAT) 19.8 $697M 11M 62.65
BP (BP) 7.8 $275M 5.7M 48.61
Idenix Pharmaceuticals 6.2 $221M 37M 5.98
Citigroup Inc Com Us cmn 1.9 $68M 104M 0.65
Fidelity National Financial 1.8 $64M 2.0M 32.45
ChipMOS Technology Bermuda 1.8 $63M 3.3M 19.24
Pbf Energy Inc cl a (PBF) 1.8 $62M 2.0M 31.46
Novagold Resources Inc Cad (NG) 1.6 $55M 22M 2.54
Syneron Medical Ltd ord 1.4 $49M 4.0M 12.30
Rovi Corporation 1.2 $43M 2.2M 19.69
Kindred Biosciences 0.9 $32M 2.9M 11.17
Alliance One International 0.6 $20M 6.4M 3.05
American Intl Group 0.4 $13M 656k 20.25
Novacopper 0.2 $7.6M 5.0M 1.52
AVEO Pharmaceuticals 0.2 $7.0M 3.8M 1.83
Alon Usa Partners Lp ut ltdpart int 0.2 $5.5M 329k 16.66
Enzon Pharmaceuticals (ENZN) 0.1 $5.0M 4.3M 1.16