Klarman's Baupost Loads Up on Genworth (GNW), Oracle (ORCL) and HP (HPQ)

August 14, 2012 7:26 AM EDT
Seth Klarman's Baupost Group hedge fund released its 13F for the second quarter ended June 30, 2012.

Notably, Klarman showed new stakes in Genworth Financial (NYSE: GNW) and Oracle Corp (NASDAQ: ORCL) and raised his stake in Hewlett-Packard Company (NYSE: HPQ).

New Stakes
Genworth Financial Inc. Cl A (NYSE: GNW) new 15,000,000 share position
Hess Corp. (NYSE: HES) new 1,000,000 share position
Novacopper, Inc. (NYSE: NCQ) new 3,150,318 share position
Oracle Corp (NASDAQ: ORCL) new 15,800,000 share position

Raised Stakes
Allied Nevada Gold (NYSE: ANV) raised from 4,012,750 shares to 5,053,550 shares
Hewlett-Packard Company (NYSE: HPQ) raised from 17,250,000 shares to 26,850,601 shares
Idenix Pharmaceuticals, Inc. (NASDAQ: IDIX) raised from 8,249,000 shares to 10,000,000 shares
NovaGold Resources, Inc. (NYSE: NG) raised from 10,000,000 shares to 16,000,000 shares
Viasat, Inc. (NASDAQ: VSAT) raised from 10,499,992 shares to 10,638,488 shares

Lowered Stakes
BP PLC ADS (NYSE: BP) lowered from 9,320,900 shares to 545,502 shares

Liquidated Stakes
Alere (NYSE: ALR) liquidated
Multimedia Games Holding Company, Inc. (NASDAQ: MGAM) liquidated

Maintained Stakes
Alliance One Intl (NYSE: AOI) maintained 8,786,700 share stake
AVEO PHARMA (NASDAQ: AVEO) maintained 5,084,652 share stake
Central Pacific Financial Corp. (NYSE: CPF) maintained 1,800,000 share stake
Enzon Pharmaceuticals, Inc. (NASDAQ: ENZN) maintained 9,000,878 share stake
Ituran Location and Control Ltd. (NASDAQ: ITRN) maintained 1,685,666 share stake
Microsoft Corp (NASDAQ: MSFT) maintained 7,000,000 share stake
News Corporation - Class A Shares (NASDAQ: NWSA) maintained 15,041,665 share stake
News Corporation CL B (NASDAQ: NWS) maintained 10,658,335 share stake
SYCAMORE NTWRKS (NASDAQ: SCMR) maintained 530,871 share stake
Syneron Medical Ltd (NASDAQ: ELOS) maintained 4,000,000 share stake
Theravance, Inc. (NASDAQ: THRX) maintained 14,553,800 share stake

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13Fs, Hedge Funds

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Baupost Group, Seth Klarman, Hedge Funds

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