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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11.28.09 | 15:23 PM From author
Valerie J
Q.
JIM CRAMER
SWITZERLAND IS NO...
02.09.10 | 14:46 PM Asked by
π
A. Anyone interested in the stock markets
and financial history of the world thus
far........I strongly recommend watching
the "Accent of Money"...on PBS
this
month. It's a piece put together by a
guy named professor Niall Ferguson.
very
good TV (unlike most of crap on
nowadays)..like the Housewives of
Orange
County..lol
This Guy (Ferguson) was also on Stephen
Colbert last night.
This special covers everything from
Quant funds (that use mathematical
algorithms...ie Long Term Capital
Management LTCM....Scholes and Merton )
to
determine futures contracts...to the
bond market...to the future of
"Chiamerica"....LTCM got a new
york fed brokered BAIL OUT when the
Russian
economy went under ya know. And there a
hedge fund....lol
he has a book by the same name BTW >
The Ascent of Money: A Financial History
of the World (Hardcover)
by Niall Ferguson (Author)
Asked by - steve g 7 months ago - 6
answers - 256 views
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