Seth Klarman - Baupost Group
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average rating: 3.88 / 207 ratings
DESCRIPTION:
Date updated:02-13-2010
As of 12/31/2009 funds in Baupost Group were valued at $1.33 billion.
The top five sector weightings are in: Services (28.32%), Healthcare (14.02%), Financial (13.89%), Technology (11.65%), and Basic Materials (10.98%).
During the quarter the following actions were taken:
Positions closed out (10 stocks): LMDIA, WLBC, RHIE
New positions (3 stocks): CIT, DTV, LSTZA
Decreased positions (14 stocks): UFS, ELOS, NWSA
Increased positions (7 stocks): VSAT, ENZN, CSE, THRX
Here are the holdings as of Dec. 31, 2009 according to the most recent form 13F-HR filed with the SEC on Feb. 12, 2010.
-
NWSA
News Corporation - $13.97
- 0.00%
- $N/A
24.08% of portfolio. Position was changed by -0.61%.
-
UFS
Domtar Corporatio - $63.00
- 0.00%
- $N/A
10.98% of portfolio. Position was changed by -10.33%.
-
VSAT
Viasat - $33.02
- -1.43%
- $33.35
10.73% of portfolio. Position was changed by 61.36%.
-
BBEP
Breitburn Energy - $14.86
- 0.00%
- $N/A
9.71% of portfolio. Position was changed by 0%.
-
CSE
Capitalsource Inc - $5.89
- +0.68%
- $5.80
7.63% of portfolio. Position was changed by 15.41%.
-
THRX
Theravance - $12.69
- +0.48%
- $12.61
7.36% of portfolio. Position was changed by 11.8%.
-
CIT
Cit Group Inc (de - $36.81
- -0.38%
- $36.70
6.26% of portfolio. Position was changed by 100%.
-
ENZN
Enzon Pharmaceuti - $10.05
- +0.40%
- $10.00
5.54% of portfolio. Position was changed by 290.19%.
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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