Baupost Group
Baupost Group's Portfolio
| Ticker | # of Shares | Price | Value | |
|---|---|---|---|---|
| C | 94,137,507 | $51.66 | $4,863,143,612 | |
| VSAT | 11,000,000 | $71.20 | $783,200,000 | |
| AIG | 11,850,200 | $44.96 | $532,784,992 | |
| THRX | 13,553,800 | $37.52 | $508,538,576 | |
| ROVI | 8,160,000 | $25.05 | $204,408,000 | |
| NWS | 4,047,412 | $33.37 | $135,062,139 | |
| ORCL | 3,386,890 | $35.10 | $118,879,839 | |
| ELN | 9,126,227 | $12.07 | $110,153,560 | |
| IDIX | 26,042,000 | $4.07 | $105,990,940 | |
| View Additional Portfolio Information » | ||||
Baupost Group is a $7+ billion investment group that has returned approximately 20% annually since inception. According to a March '07 New York Times article, the fund has posted declines in only 11 of the total 97 quarters since its debut.
The fund is run by Seth Klarman since 1983. Klarman is consider a deep value investor.
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Klarman's Baupost Group Files Q1 13F: Raises Stakes in IDIX, NG; Cuts BP, HPQ, MSFT
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Klarman's Baupost Shows New Stakes In Genworth (GNW), HP (HPQ)
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Klarman's Baupost Loads Up on BP (BP) and Microsoft (MSFT) In Q2
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Baupost Group Raises Stake in PDL BioPharma, Inc. (PDLI) to 10.53%
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Klarman's Baupost Shows New Gold Miner Purchase, and Raises Stake in Biotech Stock (ANV) (PDLI)
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Klarman's Baupost Group Boosts Stake in News Corp. (NWSA) and CapitalSource (CSE)
