BAUPOST GROUP LLC/MA Information

10 ST JAMES AVE, BOSTON, Massachusetts, 02116, (617) 210-8300

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 11
Decreased Positions 9
Positions with Activity 20
Sold Out Positions 4
Total Mkt Value (in $ millions) 5,243

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.54%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.18%
Energy 27.9%
Financial 2.73%
Healthcare 12.27%
Services 10.52%
Technology 26.14%
Transportation
Utilities

11 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 1,067,161 201,588 23.29 13,807,230
EBAY INC COM 551,448 190,523 52.79 9,315,000
ANTERO RES CORP COM 334,004 216,559 184.39 7,847,831
PBF ENERGY INC CL A 256,861 45,000 21.24 8,663,114
FORWARD PHARMA A/S SPONSORED ADR 171,915 171,915 New 5,367,300
ATARA BIOTHERAPEUTICS INC COM 149,480 149,480 New 2,495,913
KOSMOS ENERGY LTD SHS 62,936 21,659 52.47 7,242,354
BELLATRIX EXPLORATION LTD COM 56,665 56,665 New 18,103,713
PARATEK PHARMACEUTICALS INC COM 50,096 50,096 New 1,735,218
AMERICAN INTL GROUP INC WT EXP 011921 21,274 2,401 12.72 889,387
ALON USA PARTNERS LP UT LTDPART INT 19,332 12,663 189.86 954,188