Baupost Group 13F holdings, Q1 1999
Holdings as of March 31, 1999 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 16 US equity positions worth $226.1m in its Q1 1999 13F filing. The largest position was UCAR INTL INC at 18.3% of the reported book, followed by GTECH HLDGS CORP and LNR PPTY CORP.
What did Baupost Group own in Q1 1999? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UCAR INTL INC | 18.3% | $41.4m | 2,927,400 | – | ||
| 2 | GTECH HLDGS CORP | 16.3% | $36.8m | 1,509,700 | – | ||
| 3 | LNR PPTY CORP | 13.5% | $30.5m | 1,544,400 | – | ||
| 4 | SOLA INTL INC | 9.2% | $20.9m | 1,731,300 | – | ||
| 5 | TMO THERMO ELECTRON CORP | Healthcare | 8.8% | $19.9m | 1,468,312 | – | |
| 6 | LUCENT TECHNOLOGIES INC | 7.2% | $16.2m | 300,000 | – | ||
| 7 | NAVIGANT INTL INC | 5.5% | $12.5m | 2,316,841 | – | ||
| 8 | OCTEL CORP | 4.3% | $9.7m | 789,500 | – | ||
| 9 | DELL COMPUTER CORP | 3.8% | $8.6m | 210,000 | – | ||
| 10 | SECURITY CAP GROUP INC | 3.1% | $7.0m | 11,640 | – | ||
| 11 | GLOBAL-TECH APPLIANCES INC | 3.1% | $6.9m | 1,455,100 | – | ||
| 12 | AZTEC TECHNOLOGY PARTNERS INC | 2.8% | $6.3m | 3,787,650 | – | ||
| 13 | MFC BANCORP LTD | 2.3% | $5.2m | 775,850 | – | ||
| 14 | EL PASO ELEC CO | 1.2% | $2.7m | 352,300 | – | ||
| 15 | NEUROGEN CORP | 0.6% | $1.4m | 135,000 | – | ||
| 16 | SECURITY CAP GROUP INC | 0.1% | $221.0k | 16,500 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.