Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
Q2  2009
PYX - Pyxus International Inc. Add 42.94% 2,643,600 0.97
Q1  2009
BBEP - Breitburn Energy Partners LP Add 4.15% 338,500 0.22
PDLI - PDL BioPharma Inc. Add 8.33% 1,195,859 0.84
UFS - Domtar Corp. Add 21.32% 14,267,318 0.67
RHIE - RHI Entertainment Inc. Add 33.83% 1,238,852 0.19
FACT-OLD - Facet Biotech Corp. Add 57.80% 1,602,315 1.51
NWSA - News Corp. Add 62.31% 10,557,028 6.92
CSE - CapitalSource Inc. Add 765.81% 26,356,461 3.18
Q4  2008
NWSA - News Corp. Add 0.52% 87,972 0.07
PDLI - PDL BioPharma Inc. Add 3.63% 503,289 0.28
RHIE - RHI Entertainment Inc. Add 5.21% 181,400 0.13
BBEP - Breitburn Energy Partners LP Add 31.81% 1,968,779 1.25
INVA - Innoviva Inc. Add 44.08% 2,763,850 3.09
UFS - Domtar Corp. Add 49.58% 22,174,998 1.67
AROC - Archrock Inc. Add 70.03% 2,030,114 3.90
NWS - News Corp. CL B Add 236.95% 3,790,800 3.28
CSE - CapitalSource Inc. Buy 3,441,646 1.43
FWONA - Liberty Media Corp Formula One Series A Buy 3,461,368 1.47
FACT-OLD - Facet Biotech Corp. Buy 2,772,092 2.40
Q3  2008
VSAT - Viasat Inc. Add 9.67% 108,357 0.16
CVP - Centerplate Inc. Add 12.72% 249,313 0.05
AROC - Archrock Inc. Add 28.20% 637,593 1.25
ITRN - Ituran Location & Control Ltd. Add 34.27% 439,297 0.29
NWSA - News Corp. Add 37.03% 4,555,000 3.35
LMDIA - Liberty Media Ent. OLD Add 50.27% 1,608,726 2.46
GHQ - GHL Acquisition Corp. Add 55.56% 1,250,000 0.47
PYX - Pyxus International Inc. Add 105.21% 3,156,400 0.73
DSP - SP Acquisition Holdings Inc. Add 105.67% 1,530,700 0.42
FYR - Sapphire Industrials Corp. Add 114.81% 6,200,000 1.65
LINE - Linn Energy LLC Add 140.20% 5,853,769 5.49
PAX - Prospect Acquisition Corp. Add 254.68% 2,500,000 0.41
BBEP - Breitburn Energy Partners LP Add 837.96% 5,528,860 5.03
NLX - OVERTURE ACQUISITION Corp. Add 1244.09% 925,600 0.02
BUS - Columbus Acquisition Corp. Buy 750,000 0.00
MBH - MBF Healthcare Acquisition Corp. Buy 243,900 0.00
EST - Enterprise Acquisition Corp. Buy 1,250,000 0.01
TVH.U - Media & Entertainment Holdings Inc. unit Buy 725,000 0.01
ACGY - Acergy S A Buy 345,517 0.21
NWS - News Corp. CL B Buy 1,599,800 1.19
RHIE - RHI Entertainment Inc. Buy 3,480,299 3.18
IAC - IAC Inc. Buy 3,508,942 3.72
Q2  2008
OMN - Omnova Solutions Add 3.82% 225,300 0.03
ITRN - Ituran Location & Control Ltd. Add 5.01% 61,200 0.04
AROC - Archrock Inc. Add 10.88% 221,900 0.80
BGP - Borders Group Add 15.11% 751,100 0.23
FYR - Sapphire Industrials Corp. Add 17.31% 796,750 0.38
INVA - Innoviva Inc. Add 17.66% 941,293 0.56
UFS - Domtar Corp. Add 20.74% 7,682,600 1.06
ELV - Elevance Health Inc. Add 23.90% 1,064,398 2.56
TOH - Hicks Acquisition Co. I Inc. Add 58.62% 713,720 0.34
HRZ - Horizon Lines Inc. Add 60.42% 2,675,101 1.34
PDLI - PDL BioPharma Inc. Add 3111.66% 14,363,400 7.70
CVP - Centerplate Inc. Buy 1,959,738 0.48
PPD-OLD - Pre-Paid Legal Svcs. Buy 309,722 0.63
GHQ - GHL Acquisition Corp. Buy 2,250,000 1.06
VSAT - Viasat Inc. Buy 1,120,700 1.14
CSE - CapitalSource Inc. Buy 2,300,000 1.29
LMDIA - Liberty Media Ent. OLD Buy 3,200,000 3.91
UNH - United Health Group Inc. Buy 4,664,487 6.18
Q1  2008
OMN - Omnova Solutions Add 0.16% 9,200 0.00
HRZ - Horizon Lines Inc. Add 17.38% 655,619 0.74
ELOS - Syneron Medical Ltd. Add 17.49% 463,519 0.41
PYX - Pyxus International Inc. Add 19.85% 607,610 0.22
LINE - Linn Energy LLC Add 25.46% 1,050,220 1.22
MGAM-OLD - Multimedia Games Inc. Add 27.60% 562,448 0.18
ACMR-OLD - AC Moore Arts & Crafts Inc. Add 48.10% 1,082,200 0.45
UFS - Domtar Corp. Add 73.95% 15,749,600 3.29
BBEP - Breitburn Energy Partners LP Add 85.44% 303,995 0.37
CORE - Core Mark Holding Co. Inc. Add 89.78% 566,000 0.25
NWSA - News Corp. Add 101.19% 6,186,400 7.09
AROC - Archrock Inc. Add 136.95% 1,178,651 4.65
VOXX - VOXX International Corp. Add 317.85% 1,654,332 1.08
NLX - OVERTURE ACQUISITION Corp. Buy 74,400 0.04
CTCM - CTC Media Inc. Buy 29,773 0.05
IPHS - Innophos Holdings Inc. Buy 108,435 0.11
MDRX - Allscripts Healthcare Solutions Buy 172,800 0.11
PDLI - PDL BioPharma Inc. Buy 461,600 0.30
BPW - BPW Acquisition Corp. Buy 573,900 0.34
LIA - Liberty Acquisition Holdings Corp. Buy 987,400 0.56
HOL-OLD - China Holdings Acquisition Corp. Buy 1,050,000 0.58
BGP - Borders Group Buy 4,971,600 1.78
IP - International Paper Buy 1,422,600 2.36
FYR - Sapphire Industrials Corp. Buy 4,603,250 2.58
INVA - Innoviva Inc. Buy 5,328,598 3.43
ELV - Elevance Health Inc. Buy 4,453,300 12.01
Q4  2007
INSP-OLD - InfoSpace Inc. Add 2.79% 22,113 0.02
UFS - Domtar Corp. Add 12.09% 2,297,200 0.50
ELOS - Syneron Medical Ltd. Add 15.22% 350,000 0.27
MGAM-OLD - Multimedia Games Inc. Add 31.02% 482,384 0.23
FAF - First Amer'n Corp. Add 55.05% 780,627 1.52
ACMR-OLD - AC Moore Arts & Crafts Inc. Add 108.67% 1,171,764 0.92
ITRN - Ituran Location & Control Ltd. Add 117.80% 660,162 0.42
HRZ - Horizon Lines Inc. Add 349.02% 2,931,800 3.12
SLM - SLM Corp. Add 1448.55% 57,350,510 23.54
POR - Portland General Electric Co. Buy 32,232 0.05
SHIP - Seanergy Maritime Corp. Buy 312 0.13
TTY - 2020 ChinaCap Acquirco Inc. Buy 307,000 0.13
TGY.U - TREMISIS EGY ACQ Corp. II Buy 325,000 0.15
IAN - Inter-Atlantic Financial Inc. Buy 575,000 0.24
GPH - Golden Pond Healthcare Inc. Buy 633,000 0.26