Klarman's Baupost Shows New Stakes In Genworth (GNW), HP (HPQ)

Seth Klarman's Baupost Group released its 13F for the quarter ended 09/30/2011.

Notable new stakes in Genworth Financial (NYSE: GNW), Hewlett-Packard (NYSE: HPQ); raised stake in BP (NYSE: BP) and PDL BioPharma, Inc. (Nasdaq: PDLI).

New Stakes
Genworth Financial Inc. Cl A (NYSE: GNW) new 10,000,000 share position
Hewlett-Packard Company (NYSE: HPQ) new 20,750,000 share position
News Corporation CL B (NASDAQ: NWS) new 4,283,175 share position
NovaGold Resources, Inc. (NYSE: NG) new 5,000,000 share position

Raised Stakes
Allied Nevada Gold (NYSE: ANV) raised from 3,378,300 shares to 3,500,000 shares
AVEO Pharmaceuticals, Inc. (NASDAQ: AVEO) raised from 4,433,010 shares to 5,000,000 shares
BP PLC ADS (NYSE: BP) raised from 5,500,000 shares to 13,740,950 shares
Idenix Pharmaceuticals, Inc. (NASDAQ: IDIX) raised from 1,255,700 shares to 2,500,000 shares
News Corporation - Class A Shares (NASDAQ: NWSA) raised from 19,050,000 shares to 21,041,665 shares
PDL BioPharma, Inc. (NASDAQ: PDLI) raised from 9,262,325 shares to 15,636,000 shares *
Sycamore Networks, Inc. (NASDAQ: SCMR) raised from 225,000 shares to 530,871 shares
Syneron Medical Ltd (NASDAQ: ELOS) raised from 3,836,071 shares to 4,000,000 shares
Theravance, Inc. (NASDAQ: THRX) raised from 12,961,100 shares to 14,225,961 shares
Viasat, Inc. (NASDAQ: VSAT) raised from 10,051,492 shares to 10,499,992 shares

Lowered Stakes

Liquidated Stakes
Audiovox Corp (NASDAQ: VOXX) liquidated
CapitalSource, Inc. (NYSE: CSE) liquidated

Maintained Stakes
Alere (NYSE: ALR) maintained 3,100,000 share stake
Alliance One Intl (NYSE: AOI) maintained 8,786,700 share stake
BreitBurn Energy Partners, L.P. (NASDAQ: BBEP) maintained 2,500,000 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 12,000,000 share stake
Multimedia Games Holding Company, Inc. (NASDAQ: MGAM) maintained 2,525,000 share stake

* Since the original filing these positions have been updated further.

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