Date updated:01-15-2010
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.

-
NWSA
News Corporation - $12.64
- 0.00%
- $N/A
25.00% of portfolio. Position was unchanged.

-
UFS
Domtar Corp New - $49.64
- 0.00%
- $N/A
13.82% of portfolio. Position was unchanged.

-
LMDIA
Liberty Media Cor - $35.91
- 0.00%
- $N/A
12.10% of portfolio. Position was unchanged.

-
THRX
Theravance - $9.85
- -0.81%
- $N/A
10.80% of portfolio. Position was unchanged.

-
BBEP
Breitburn Energy - $14.93
- 0.00%
- $N/A
7.97% of portfolio. Position was unchanged.

-
VSAT
Viasat - $26.24
- -0.68%
- $26.11
7.50% of portfolio. Position was increased drastically by 147.87%.

-
CSE
Capitalsource Inc - $4.71
- -2.08%
- $4.79
5.69% of portfolio. Position was decreased by -41.03%.

-
FACT
Facet Biotech Cor - $15.46
- 0.00%
- $N/A
5.01% of portfolio. Position was decreased by -19.83%.
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By Jonas Elmerraji Posted on Feb. 9, 2010 With stocks continuing to underwhelm in yesterday’s trading session, the attention is turning toward trading. After all, tec...
By Roberto Pedone Posted on Feb. 8, 2010 Good Buys For Bad Times: This Barron’s article says with the U.S. economy expected to grow by only 3% in 2010, investors shou...
Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Regardless of why a stock is in...
By Jonas Elmerraji Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Investor an...
A. While I am sure there are various
reasons for a sell off of any particular
stock, there are two things worth
mentioning:
1. Day traders: One of the rules common
to day trading is to be all cash at the
end of the day. As a result, many day
traders cash out of their trading
positions toward the end of the day so
they are ready to go back to the battle
the following morning.
2. I do not know that this would be the
last 30 minutes, but margin calls could
potentially cause some selling if it is
needed to make up any shortage in the
margin (in other words, if you are
required to hold 15% and you could
borrow 85% the value of a security, and
the stock price change during the day
made it to where you were borrowing 90%,
then some shares would need to be sold
to make up the difference).
I hope that helps... I am sure others
can shed far more light than I.
William
A. The only one I own : SLX,
too hard pick a winner out all of them
Below is the list of the top open-market insider sales filed at the SEC on Feb. 8, 2010. more
TheStreet Ratings provides exclusive stock, ETF and mutual fund ratings and commentary based on award-winning, proprietary tools. Its "safety first&quo... more
Below is the list of the top open-market insider buys filed at the SEC on Feb. 8, 2010. more













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