BAUPOST GROUP LLC/MA Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 24
New Positions 4
Increased Positions 9
Decreased Positions 5
Positions with Activity 14
Sold Out Positions 3
Total Mkt Value (in $ millions) 5,577

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

Sector Weighting

Basic Materials 1.61%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.27%
Energy 13.13%
Financial 1.59%
Healthcare 33.92%
Services 0%
Technology 45.41%
Transportation
Utilities

24 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ENZON PHARMACEUTICALS INC COM -4,685 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -64,681 Sold Out 0
ROVI CORP COM -50,479 Sold Out 0
ALON USA PARTNERS LP UT LTDPART INT 5,738 New 329,188
AMERICAN INTL GROUP INC WT EXP 011921 16,286 New 656,443
KINDRED BIOSCIENCES INC COM 45,880 -2,260 (4.7) 2,763,848
BP PLC SPONSORED ADR 160,347 -126,600 (44.12) 3,166,413
CHIPMOS TECH BERMUDA LTD SHS 77,517 New 3,283,235
TRIQUINT SEMICONDUCTOR INC COM 69,424 69,424 New 3,825,000
AVEO PHARMACEUTICALS INC COM 4,863 New 3,829,350
SYNERON MEDICAL LTD ORD SHS 39,520 New 4,000,000
NOVACOPPER INC COM 5,005 New 5,005,298
PBF ENERGY INC CL A 145,653 92,502 174.04 5,416,606
CHENIERE ENERGY INC COM NEW 420,425 420,425 New 5,660,000
THERAVANCE BIOPHARMA INC COM 181,498 4,922 2.79 5,915,854
KERYX BIOPHARMACEUTICALS INC COM 94,663 94,663 New 6,310,850
ALLIANCE ONE INTL INC COM 15,002 New 6,383,641
RF MICRODEVICES INC COM 71,908 71,908 New 6,585,000
VIASAT INC COM 661,646 15,485 2.40 11,395,900
THERAVANCE INC COM 455,528 12,353 2.79 20,705,801