Baupost Group as of Dec. 31, 2014
Portfolio Holdings for Baupost Group
Baupost Group holds 27 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cheniere Energy (LNG) | 19.1 | $972M | 14M | 70.40 | |
| ViaSat (VSAT) | 14.3 | $727M | 12M | 63.03 | |
| Micron Technology (MU) | 13.6 | $690M | 20M | 35.01 | |
| eBay (EBAY) | 10.3 | $523M | 9.3M | 56.12 | |
| Antero Res (AR) | 6.3 | $319M | 7.8M | 40.58 | |
| Theravance | 5.5 | $280M | 20M | 14.15 | |
| Keryx Biopharmaceuticals | 5.1 | $259M | 18M | 14.15 | |
| Pbf Energy Inc cl a (PBF) | 4.5 | $231M | 8.7M | 26.64 | |
| Veritiv Corp - When Issued | 2.4 | $120M | 2.3M | 51.87 | |
| Forward Pharma A/s | 2.2 | $112M | 5.4M | 20.83 | |
| Theravance Biopharma (TBPH) | 1.8 | $90M | 6.1M | 14.92 | |
| Ocwen Financial Corporation | 1.8 | $90M | 6.0M | 15.10 | |
| Citigroup Inc Com Us cmn | 1.8 | $89M | 103M | 0.87 | |
| Sunedison Semiconductor | 1.5 | $77M | 4.1M | 18.57 | |
| ChipMOS Technology Bermuda | 1.5 | $77M | 3.3M | 23.32 | |
| Bellatrix Exploration | 1.3 | $66M | 18M | 3.64 | |
| Novagold Resources Inc Cad (NG) | 1.3 | $64M | 22M | 2.95 | |
| Paratek Pharmaceuticals | 1.2 | $62M | 1.7M | 35.79 | |
| Kosmos Energy | 1.2 | $61M | 7.2M | 8.39 | |
| Atara Biotherapeutics (ATRA) | 1.2 | $59M | 2.5M | 23.69 | |
| Thrx 2 1/8 01/15/23 | 0.6 | $31M | 40M | 0.78 | |
| Syneron Medical Ltd ord | 0.4 | $23M | 2.4M | 9.33 | |
| Kindred Biosciences | 0.4 | $23M | 3.0M | 7.45 | |
| American Intl Group | 0.4 | $22M | 889k | 24.62 | |
| Alon Usa Partners Lp ut ltdpart int | 0.2 | $12M | 954k | 12.91 | |
| Alliance One International | 0.2 | $10M | 6.4M | 1.58 | |
| Novacopper | 0.1 | $2.9M | 6.0M | 0.49 |
