Seth Klarman - Baupost Group
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average rating: 3.88 / 207 ratings
DESCRIPTION:
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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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