Baupost Group Llc/Ma
Seth Klarman · As of Q2 2013 · filed Aug 13, 2013
| VSAT VIASAT INC | 19.5% | — | 11,000,000 | $786.1M |
| BP BP PLC-SPONS ADR | 19.3% | — | 18,597,482 | $776.3M |
| THERAVANCE INC | 15.8% | — | 16,538,977 | $637.2M |
| MU MICRON TECHNOLOGY INC | 14.8% | — | 41,500,000 | $594.7M |
| AIG AMERICAN INTERNATIONAL GROUP | 11.2% | — | 10,120,227 | $452.4M |
| ROVIEUR ROVI CORP | 3.5% | — | 6,160,000 | $140.7M |
| IDENIX PHARMACEUTICALS INC | 2.4% | — | 26,767,000 | $96.6M |
| INVA 3 01/15/15 PRN THERAVANCE INC | 2.0% | — | 51,000,000 | $79.4M |
| CITIGROUP INC | 1.8% | — | 94,246,007 | $74.1M |
| ORCL ORACLE CORP | 1.8% | — | 2,386,890 | $73.3M |
| CHIPMOS TECH BERMUDA LTD | 1.3% | — | 2,763,530 | $53.5M |
| NG NOVAGOLD RESOURCES INC | 1.1% | — | 21,688,300 | $45.8M |
| SYNERON MEDICAL LTD | 0.9% | — | 4,000,000 | $34.8M |
| YRI YAMANA GOLD INC | 0.8% | — | 3,255,500 | $31.0M |
| ALLIANCE ONE INTL INC | 0.7% | — | 7,669,969 | $29.1M |
| CPF CENTRAL PACIFIC FINANCIAL CO | 0.7% | — | 1,491,731 | $26.9M |
| ITRN ITURAN LOCATION AND CONTROL | 0.4% | — | 1,038,342 | $17.5M |
| ENZNEUR ENZON PHARMACEUTICALS INC | 0.4% | — | 7,691,453 | $15.4M |
| MU 1.875 06/01/27 PRN MICRON TECHNOLOGY INC | 0.4% | — | 11,367,000 | $15.2M |
| AMERICAN INTL GROUP INC | 0.3% | — | 656,443 | $12.0M |
| KGC KINROSS GOLD CORP | 0.3% | — | 2,102,700 | $10.7M |
| AVEOEUR AVEO PHARMACEUTICALS INC | 0.2% | — | 3,829,350 | $9.6M |
| NOVACOPPER INC | 0.2% | — | 5,005,298 | $8.8M |
| PVG1EUR PRETIUM RESOURCES INC | 0.0% | — | 155,700 | $1.0M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.