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Enter ticker(s) QQQ: 62.94 -0.68%   SPY: 132.83 -0.38%
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Baupost Group

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Today:
Week:
1-month:
All-time:
-0.8%
-2.4%
-5.3%
-7.0%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
-0.5%
-0.0%
-0.8%
-1.4%
 

Data since: Jul-1-2007
Current Portfolio: Q4 2011


     
Coldstream Capi... -0.7%
Oldfield Partne... -0.4%
Yacktman Asset ... -0.1%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2011 View as: Alerts Holdings Detail
 ALR $18.31 +0.17 +0.94% 1,512,550 131% $1.4B - 3% -55% -20.7% $46.2M | 2.0M shares - decrease of 1.1M shares
 ANV $23.82 -1.15 -4.61% 1,378,064 182% $2.1B - -1% -48% -21.3% $121.5M | 4.0M shares - increase of 512.8K shares
 AVEO $12.59 -0.11 -0.87% 857,845 196% $548.4M - 21% -42% -26.8% $87.5M | 5.1M shares - increase of 84.7K shares
 BP $38.18 0.00 0.00% 6,015,616 95% $121.0B 5.0% 14% -21% -10.7% $512.9M | 12.0M shares - decrease of 1.7M shares
 ELOS $10.68 -0.04 -0.37% 51,924 52% $378.1M - 20% -21% -3.5% $44.3M | 4.0M shares - No Change
 ENZN $6.09 +0.02 +0.33% 107,192 65% $294.0M - 5% -46% -9.1% $60.3M | 9.0M shares - No Change
 GNW $5.11 -0.39 -7.09% 15,432,843 103% $2.5B - 6% -55% -22.0% $65.5M | 10.0M shares - No Change
 HPQ $22.03 -0.37 -1.65% 16,263,363 96% $43.5B 2.1% 2% -42% -14.5% $483.0M | 18.8M shares - decrease of 2.0M shares
 MSFT $29.90 -0.31 -1.03% 60,083,687 128% $251.1B 2.6% 26% -9% +15.2% $311.5M | 12.0M shares - No Change
 NG $5.11 -0.03 -0.58% 3,520,155 94% $1.2B - 3% -57% -39.7% $63.3M | 7.5M shares - increase of 2.5M shares
 NWS $19.99 -0.18 -0.89% 2,324,475 103% $48.8B 0.8% 45% -5% +10.0% $193.8M | 10.7M shares - increase of 6.4M shares
 NWSA $19.73 -0.20 -1.00% 16,971,687 113% $ 0.9% 47% -5% +10.6% $268.3M | 15.0M shares - decrease of 6.0M shares
 PDLI $6.37 -0.01 -0.16% 1,021,401 73% $889.7M 9.4% 24% -5% +2.7% $49.6M | 8.0M shares - decrease of 7.6M shares
 THRX $21.44 -0.18 -0.83% 312,639 70% $1.8B - 66% -18% -3.0% $314.4M | 14.2M shares - No Change
 VSAT $44.74 +0.13 +0.29% 231,617 107% $1.9B - 43% -10% -3.0% $484.3M | 10.5M shares - No Change
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Discuss Baupost Group's portfolio
 
Latest Portfolio Notes & Links
 
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News Corp. Raises Stake in Alwaleed Media Company, National Says
NWSA  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 12:56AM from (www.bloomberg.com)
Rupert Murdoch’s News Corp. (NWSA) has raised its stake in Rotana, the media company controlled by Saudi billionaire Prince  more ...
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Apple Loses Favor With Hedge Funds SAC Capital, Viking
AAPL  MSFT  GOOG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 12:12AM from (www.bloomberg.com)
Apple Loses Favor With Hedge Funds SAC, Viking


Two Apple Inc. MacBook Pro laptop computers, seen on Jan.  more ...

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David Einhorn's Ira Sohn Presentation on Martin Marietta Materials, Apple & More
AAPL  MSFT  MLM  AMZN  MRVL  DKS  X  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 09:09PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Greenlight Capital's David Einhorn gave a presentation on a ton of different stocks.
 more ...

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A Computer User’s Guide to Cloud Storage
MSFT  GOOG  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 07:29PM from (feeds.nytimes.com)
Cloud storage, now offered by a number of companies in different price ranges, offers a substitute for physical storage,  more ...
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Dish Network’s Hopper Cuts Ads and Causes Tremors at TV Upfronts
CBS  FORR  TIVO  NWSA  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 03:37PM from (feeds.nytimes.com)
Dish Network is promoting a digital video recorder that can automatically skip ads, a device that undermines broadcast TV’s  more ...
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Comcast, Skype Team Up for What, Exactly?
MSFT  CMCSA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 02:44PM from (247wallst.com)
Comcast Corp. (NASDAQ: CMCSA) has launched a high definition, Skype-based video calling plan for its Xfinity broadband customers.  more ...
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Comcast Launching Skype Video Calling For $9.95/Month
VZ  T  MSFT  CMCSA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 02:23PM from (www.forbes.com)
Comcast this morning said it is launching Skype-based HD video calling for Xfinity triple-play customers for $9.95 a month.  more ...
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Google Adds Knowledge Graph To Search To Recapture Lost Market Share
MSFT  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 01:24PM from (247wallst.com)
Google Inc. (NASDAQ: GOOG) may have had some idea that they were losing market share in the U.S. search market as the rise  more ...
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Google Revamps Search Results Pages With ‘Knowledge Graph’
MSFT  IACI  YHOO  GOOG  AOL  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 01:03PM from (www.forbes.com)
Google this morning is launching a major addition to its search results pages intended to give users more accurate and relevant  more ...
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Comcast Rolling Out New Skype Video-Calling Feature Nationwide
MSFT  CMCSA  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 01:03PM from (www.bloomberg.com)
Comcast Corp. (CMCSA), the largest U.S. cable company, is introducing a Skype video-calling service today in Boston and Seattle, the start of a nationwide rollout.
 more ...

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Will Facebook Buy RIM? Uh, No, Not In A Zillion Years
AAPL  MSFT  NOK  RIMM  GOOG  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 09:42AM from (www.forbes.com)
Here it is, the dumbest stock market acquisition rumor ever to be set into type. The U.K. newspaper The Daily Mail, clearly  more ...
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GlaxoSmithKline Completes Transaction to Increase Its Ownership in Theravance
THRX  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 16, 09:17AM from (www.globenewswire.com)
LONDON and SOUTH SAN FRANCISCO, Calif., May 16, 2012 (GLOBE NEWSWIRE) -- GlaxoSmithKline plc ("GSK") (LSE:GSK)  more ...
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Facebook: As Expected, Deal Expanded; 84M More Shrs From Insiders
MSFT  GS  GOOG  LNKD  ZNGA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 09:04AM from (www.forbes.com)
Facebook this morning filed with the SEC to expand the size of its initial public offering by 83.8 million shares. All of  more ...
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Mobile Phone Sales Fall in Q1 — Gartner
AAPL  IT  MSFT  NOK  RIMM  GOOG  MMI  SSNLF  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 08:07AM from (247wallst.com)
High-tech industry research firm Gartner Inc. (NYSE: IT) reports this morning the worldwide sales of mobile phones unexpectedly  more ...
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SAP Chairman Plattner Courts Startups, Asian Customers
IBM  MSFT  N  ORCL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 07:36AM from (www.bloomberg.com)
SAP AG (SAP) Chairman Hasso Plattner said the German software maker is stepping up efforts to court new business in Asia  more ...
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JCPenney and Nokia — When a New CEO Fails
JWN  AAPL  MSFT  M  NOK  YHOO  AMZN  JCP  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 06:30AM from (247wallst.com)
It is rare, but some new chief executives fail early - just after they begin their new jobs. That leaves boards with impossible  more ...
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HTC: Some New Phones Delayed By Customs Due To ITC Exclusion Order In Apple Case
AAPL  MSFT  RIMM  GOOG  MMI  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 10:15PM from (www.forbes.com)
HTC is feeling some real-world effects from its patents war with Apple. This afternoon, the Taiwan-based smartphone maker  more ...
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Advertising: Broadcasters Pitch Programming for Hispanics - Advertising
CBS  DEO  DIS  CMCSA  DISCA  NWSA  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 15, 09:25PM from (feeds.nytimes.com)
Nine cable channels and broadcast networks are offering advertisers a way to reach the Hispanic population, up from five  more ...
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Facebook Reportedly To Boost Deal By 85 Million Shares
MSFT  GOOG  LNKD  P  ZNGA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 08:49PM from (www.forbes.com)
Facebook is planning to increase the size of its pending initial public offering by 85 million shares, CNBC reports. The  more ...
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Apple: Barclays Sees New MacBooks, New iPads
INTC  AAPL  MSFT  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 04:23PM from (www.forbes.com)
In the latest missive from the Street musing about what's in store from Apple, Barclays Capital analyst Ben Reitzes asserted  more ...
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