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Baupost Group

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Today:
Week:
1-month:
All-time:
-0.8%
+0.8%
+1.0%
+18.0%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
-0.1%
-1.0%
+2.4%
+1.0%
 

Data since: Jul-1-2007
Current Portfolio: Q1 2013


     
Fairholme Capit... 0.0%
Cqs Cayman LP +0.7%
Taconic Capital... -0.6%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q1 2013 View as: Alerts Holdings Detail
 AIG $45.24 +0.10 +0.22% 13,421,893 81% $66.6B - 51% -3% +18.3% $460.0M | 11.9M shares - increase of 4.9M shares
 AOI $3.71 -0.17 -4.38% 188,672 75% $370.5M - 39% -10% -2.9% $31.6M | 8.1M shares - decrease of 655.1K shares
 AVEO $2.54 -0.07 -2.86% 359,051 17% $135.8M - 13% -82% -64.9% $36.0M | 4.9M shares - No Change
 BP $42.74 -0.55 -1.27% 5,165,984 109% $138.2B 5.0% 14% -6% +1.7% $725.3M | 17.1M shares - increase of 6.2M shares
 CPF $17.73 -0.22 -1.23% 32,591 23% $752.7M - 39% -6% +15.4% $28.3M | 1.8M shares - No Change
 ELN $14.16 +0.38 +2.76% 38,369,342 244% $8.2B - 51% -4% +20.4% $107.7M | 9.1M shares - New Holding
 ELOS $8.47 -0.13 -1.51% 14,144 9% $306.2M - 17% -22% -16.7% $40.9M | 4.0M shares - No Change
 ENZN $1.70 0.00 0.00% 198,010 52% $74.3M - 10% -77% -54.7% $29.2M | 7.7M shares - decrease of 158.9K shares
 IDIX $5.30 -0.09 -1.67% 405,698 44% $722.0M - 65% -53% +57.7% $92.2M | 26.0M shares - increase of 5.3M shares
 NG $2.29 +0.02 +0.88% 889,608 34% $718.7M - 8% -64% -36.9% $78.7M | 21.7M shares - No Change
 NWS $32.56 +0.85 +2.68% 5,808,686 133% $73.5B 0.5% 61% -5% +6.4% $124.5M | 4.0M shares - decrease of 9.0M shares
 ORCL $34.37 -0.03 -0.09% 14,729,691 70% $162.3B 0.7% 26% -6% +6.0% $109.5M | 3.4M shares - decrease of 7.1M shares
 ROVI $24.87 -0.04 -0.16% 594,372 62% $2.5B - 151% -6% +18.1% $174.7M | 8.2M shares - increase of 4.0M shares
 THRX $35.40 -0.31 -0.87% 330,287 18% $3.5B - 91% -17% +47.9% $320.1M | 13.6M shares - No Change
 VSAT $71.43 -1.91 -2.60% 127,065 35% $3.2B - 116% -3% +52.3% $532.8M | 11.0M shares - No Change
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Discuss Baupost Group's portfolio
 
Latest Portfolio Notes & Links
 
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U.S. Oil Export Investing
DOW  XOM  SU  BP  VLO  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - June 19, 01:07PM from (www.energyandcapital.com)
For the first time since the '70s, the United States may begin talks about removing its crude export ban. And the effects  more ...
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Wall Street Has Converted To Adobe's New Model; Will Customers?
IBM  AAPL  ADBE  CRM  ORCL  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - June 19, 12:50PM from (www.investopedia.com)
Adobe has finally sold the Street on its new plans, and the stock has done well as a result  more ...
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EXCLUSIVE INTERVIEW: Jive Software CEO on M&A, Software Updates
SAP  ORCL  JIVE  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 19, 10:38AM from (www.benzinga.com)
Jive Software (NASDAQ: JIVE) Software Chairman and CEO Tony Zingale gave an exclusive interview Tuesday morning to Benzi  more ...
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Oil Traders Confirm Fiddling Benchmark Oil Prices
MHFI  BP  E  STO  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 19, 08:40AM from (247wallst.com)
The process for setting benchmark oil prices has never been particularly transparent, depending as it does on self-reporting  more ...
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Pratt & Whitney to Provide Fuel Efficient PurePower® Engines on ILFC Order for up to 100 Embraer E-Jets E2
AIG  UTX  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 19, 04:40AM from (www.businesswire.com)
Pratt & Whitney will provide exclusive power for up to 100 Embraer E-Jets E2 aircraft based on the letter of intent announced  more ...
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Aerolíneas Argentinas Agrees to Lease Four Airbus A330-200s from ILFC
AIG  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 19, 04:40AM from (www.businesswire.com)
International Lease Finance Corporation (ILFC), a wholly owned subsidiary of American International Group, Inc. (NYSE: AIG),  more ...
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ILFC Selects Pratt & Whitney PurePower® Engines for Additional 30 Airbus A320neo Family Aircraft
AIG  UTX  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 19, 04:40AM from (www.businesswire.com)
International Lease Finance Corporation (ILFC), a wholly owned subsidiary of American International Group, Inc. (NYSE: AIG)  more ...
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Chevron (NYSE: CVX) Angola LNG Investing
CVX  BP  TOT  E  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - June 18, 02:52PM from (www.energyandcapital.com)
After a year and a half of delays, Chevron's (NYSE: CVX) Angola LNG project has finally made its first shipment...  more ...
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Amdocs A Good Value As Is, But With Growth Upside
IBM  DOX  ACN  ORCL  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - June 18, 01:55PM from (www.investopedia.com)
Amdocs needs to generate better growth, but even without it the valuation is pretty interesting.  more ...
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Oil Spill Investing
APA  GE  BP  TRP  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - June 18, 12:12PM from (www.energyandcapital.com)
A pipeline leak in Alberta, Canada will probably not sway many people on either side of the Keystone XL debate. But it does  more ...
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Benzinga's PreMarket Info Recap for June 18, 2013
AIG  JPM  XOM  HRL  LZB  BAC  ADBE  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 18, 09:34AM from (www.benzinga.com)
Have you ever woken up to find that a stock in your portfolio made a dramatic move overnight? Are you interested in learning  more ...
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Deutsche Bank Rebalances Tech 8 Basket with Top New Stocks to Buy
INTC  IBM  MSFT  EMC  ADBE  CSCO  NTAP  VMW  DB  ORCL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 18, 08:30AM from (247wallst.com)
Like many firms on Wall Street, technology is a major theme for the balance of the year. Deutsche Bank A.G. (NYSE: DB) launched  more ...
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Five Companies That Should Double Their Dividends — or More
TXT  CI  FDX  MA  ORCL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 18, 08:15AM from (247wallst.com)
It seems that investors suddenly have grown to dislike dividend-paying stocks, if you have been watching many of the riskier,  more ...
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Jefferies Sees Oracle’s Q4 Results to be In-line With Expectations
ORCL  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 18, 08:14AM from (www.dividend.com)
Jefferies reported on Tuesday that it now sees computer technology company, Oracle Corporation (ORCL) coming in-line with  more ...
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ILFC Expands LEAP Engine Order for Total of 60 Airbus A320neo Family Aircraft
AIG  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 18, 08:00AM from (www.businesswire.com)
International Lease Finance Corporation (ILFC), a wholly owned subsidiary of American International Group, Inc. (NYSE: AIG),  more ...
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AIG Open to New ILFC Offer, IPO as Deadline Extended
AIG  AL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 17, 10:11PM from (www.bloomberg.com)
American International Group Inc. (AIG) said it is open to new offers for its plane-leasing business and may pursue a public  more ...
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Alliance One International Reports Improved Fiscal Year 2013 Results
AOI  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - June 17, 05:00PM

MORRISVILLE, N.C., June 17, 2013 /PRNewswire/ -- Alliance  more ...
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Oracle Earnings Report Speculation
ORCL  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 17, 04:43PM from (www.dividend.com)
Jefferies analysts reported on Monday that despite market challenges, Oracle's (ORCL) fourth quarter earnings report is expected  more ...
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Cloud Profit Lags Older Software, Box CEO Levie Says
IBM  AKAM  RAX  CRM  ORCL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 17, 04:37PM from (www.bloomberg.com)
Cloud software companies can’t expect as much profit as traditional vendors because customers increasingly have more choices,  more ...
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GE Hiring Thousands of Engineers to Build Industrial Web
GE  SYMC  ORCL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 17, 04:37PM from (www.bloomberg.com)
General Electric Co. (GE) is hiring thousands of engineers near San Francisco in a push to connect everything from jet engines  more ...
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