Baupost Group

Baupost as of Dec. 31, 2010

Portfolio Holdings for Baupost

Baupost holds 16 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ViaSat (VSAT) 25.7 $446M 10M 44.41
Theravance 18.8 $326M 13M 25.07
News Corporation 16.0 $277M 19M 14.56
CapitalSource 6.5 $114M 16M 7.10
Alere 6.5 $114M 3.1M 36.60
Enzon Pharmaceuticals (ENZN) 6.3 $110M 9.1M 12.16
BreitBurn Energy Partners 5.0 $88M 4.4M 20.14
Theravance Inc note 3.000% 1/1 3.3 $58M 51M 1.13
Alliance One International 2.1 $37M 8.8M 4.24
PDL BioPharma 2.0 $35M 5.6M 6.23
Regeneron Pharmaceuticals (REGN) 1.9 $33M 1.0M 32.83
Ituran Location And Control (ITRN) 1.7 $30M 1.7M 17.49
AVEO Pharmaceuticals 1.7 $29M 2.0M 14.62
Syneron Medical Ltd ord 0.9 $15M 1.5M 10.19
Multimedia Games 0.8 $15M 2.6M 5.58
Audiovox Corporation 0.5 $9.2M 1.1M 8.63