Seth Klarman - Baupost Group
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average rating: 3.88 / 208 ratings
DESCRIPTION:

Date updated:11-18-2009

As of 9/30/2009 funds in Baupost Group were valued at $1.25 billion.

The top five sector weightings are in: Services (40.05%), Healthcare (14.25%), Basic Materials (13.82%), Technology (8.59%), and Energy (7.97%)

During the quarter the following actions were taken:

Positions closed out: NWS, HRZ, PDLI
New positions: ENZN
Decreased positions: CSE, FACT, ELOS, VOXX
Increased positions: VSAT

Here are the holdings as of September 30, 2009.

symbol name last price % change open
  • +
  • NWSA
    News Corporation
  • $11.92
  • 0.00%
  • $N/A

25.00% of portfolio. Position was unchanged.

People owning NWSA also tend to own: AMGNBHICAHCMCSACOFCVXDOW

TheStreet.com Rating: D What is this?

  • +
  • UFS
    Domtar Corp New
  • $54.17
  • 0.00%
  • $N/A

13.82% of portfolio. Position was unchanged.

People owning UFS also tend to own: AMXCOVCZZEXHFAFGFAHLX

TheStreet.com Rating: D What is this?

  • +
  • LMDIA
    Liberty Media Cor
  • $35.91
  • 0.00%
  • $N/A

12.10% of portfolio. Position was unchanged.

People owning LMDIA also tend to own: AOIARRBBEPBPWCSEELOSENZN

TheStreet.com Rating: C- What is this?

  • +
  • THRX
    Theravance
  • $13.40
  • -1.90%
  • $13.79

10.80% of portfolio. Position was unchanged.

People owning THRX also tend to own: AOIARRBBEPBPWCSEELOSENZN

TheStreet.com Rating: D+ What is this?

  • +
  • BBEP
    Breitburn Energy
  • $11.31
  • 0.00%
  • $N/A

7.97% of portfolio. Position was unchanged.

People owning BBEP also tend to own: ADMCALMCEPCHKDISDLBEVEP

TheStreet.com Rating: C What is this?

  • +
  • VSAT
    Viasat
  • $31.25
  • +0.42%
  • $31.12

7.50% of portfolio. Position was increased drastically by 147.87%.

People owning VSAT also tend to own: AUOCMDNAGEJNJPEPWAG

TheStreet.com Rating: B What is this?

  • +
  • CSE
    Capitalsource Inc
  • $3.83
  • +0.26%
  • $3.85

5.69% of portfolio. Position was decreased by -41.03%.

People owning CSE also tend to own: AUYBPKEYLMTLUNAPEGPWE

TheStreet.com Rating: D What is this?

  • +
  • FACT
    Facet Biotech Cor
  • $17.02
  • 0.00%
  • $N/A

5.01% of portfolio. Position was decreased by -19.83%.

People owning FACT also tend to own: AOIARRBBEPBPWCSEELOSENZN

TheStreet.com Rating: No Rating What is this?

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Portfolio not tracked!

11/25/2009 10:46 AM CST Asked by beefandy
A holiday in Kalkan could prove to be a great holiday in Turkey

11/18/2007 11:03 AM CST Asked by nycfancy
Dear Mr. Klarman,
I love GOOG, BIDU and AAPL, I just bought some on Nov 15, what do you think about those stocks. Thanks

Lily

09/29/2007 10:11 AM CDT Asked by -2cents
The opportunity to buy panick selling stocks in UK still exists. The bank Northern Rock in the UK was a great recent opportunity.

bridging loans
bridging finance and
Adverse credit mortgage
Buy to Let Mortgage

08/07/2007 01:54 AM CDT Asked by blubken
Hello Mr. Klarman,
If would wouldn't mind taking a few moments to view my portfolio I would appreciate it. I am trying to get professional's opinions. Thank you from a new investor.

-blubken

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