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.
-
NWSA
News Corporation - $12.01
- +0.76%
- $11.94
25.00% of portfolio. Position was unchanged.
-
UFS
Domtar Corp New - $55.28
- +2.05%
- $54.62
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 - $13.13
- -2.01%
- $13.81
10.80% of portfolio. Position was unchanged.
-
BBEP
Breitburn Energy - $11.32
- +0.09%
- $11.34
7.97% of portfolio. Position was unchanged.
-
VSAT
Viasat - $31.15
- -0.32%
- $31.35
7.50% of portfolio. Position was increased drastically by 147.87%.
-
CSE
Capitalsource Inc - $3.79
- -1.04%
- $3.81
5.69% of portfolio. Position was decreased by -41.03%.
-
FACT
Facet Biotech Cor - $16.77
- -1.47%
- $17.07
5.01% of portfolio. Position was decreased by -19.83%.
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Q.
I'm just learning about options....
11.26.09 | 17:07 PM Asked by
blubken
A. blurp, you're looking at the last sale
which i have no idea why it would be
that. what you do need to look at is
bid/ask for what it'll cost you. mike
Q.
Steel....playing catch up now. ...
03.24.09 | 11:34 AM Asked by
dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
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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