Baupost Group 13F holdings, Q3 1999
Holdings as of September 30, 1999 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 33 US equity positions worth $524.7m in its Q3 1999 13F filing. The largest position was LUCENT TECHNOLOGIES INC at 11.8% of the reported book, followed by HUDSON CITY BANCORP and TENNECO INC NEW. Against the Q2 1999 filing, it opened 12 new positions, added to 13 and reduced 3 among the top 33 holdings.
What did Baupost Group own in Q3 1999? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 1999 |
|---|---|---|---|---|---|---|---|
| 1 | LUCENT TECHNOLOGIES INC | 11.8% | $61.8m | 952,500 | 521% | added | |
| 2 | HUDSON CITY BANCORP | 11.4% | $59.9m | 4,352,700 | – | new | |
| 3 | TENNECO INC NEW | 9.8% | $51.2m | 3,012,750 | 2218% | added | |
| 4 | UCAR INTL INC | 9.0% | $47.1m | 2,064,400 | -10% | reduced | |
| 5 | STEWART ENTERPRISES INC | 8.7% | $45.8m | 7,556,675 | – | new | |
| 6 | WALTER INDS INC | 8.3% | $43.6m | 3,227,600 | 9% | added | |
| 7 | OGDEN CORP | 5.6% | $29.4m | 2,935,900 | – | new | |
| 8 | CAPITOL FED FINL | 5.4% | $28.3m | 2,836,537 | 271% | added | |
| 9 | OCTEL CORP | 4.6% | $23.9m | 2,126,000 | 0% | held | |
| 10 | APPLIED PWR INC | 3.5% | $18.5m | 610,000 | 0% | held | |
| 11 | HARCOURT GEN INC | 3.4% | $17.7m | 426,400 | – | new | |
| 12 | GOLDEN STATE BANCORP INC WT EXP 000000 | 2.8% | $14.5m | 12,236,721 | 128% | added | |
| 13 | GE GENERAL ELEC CO | Industrials | 2.3% | $11.9m | 100,000 | – | new |
| 14 | MFC BANCORP LTD | 2.1% | $10.8m | 1,167,350 | 12% | added | |
| 15 | NAVIGANT INTL INC | 1.9% | $10.2m | 1,405,521 | -23% | reduced | |
| 16 | NEUROGEN CORP | 1.7% | $9.1m | 547,000 | 0% | held | |
| 17 | GLOBAL-TECH APPLIANCES INC | 1.4% | $7.4m | 1,455,100 | 0% | held | |
| 18 | SECURITY CAP GROUP INC | 1.3% | $7.0m | 9,640 | -17% | reduced | |
| 19 | MONY GROUP INC | 1.2% | $6.5m | 225,000 | – | new | |
| 20 | CALIFORNIA FED BK FSB LOS ANGL CONT LITIG | 0.6% | $3.4m | 1,394,900 | 38% | added | |
| 21 | EL PASO ELEC CO | 0.6% | $3.2m | 352,300 | 0% | held | |
| 22 | SOUND FED BANCORP | 0.5% | $2.4m | 263,600 | 397% | added | |
| 23 | SECURITY CAP GROUP INC | 0.5% | $2.4m | 161,400 | 849% | added | |
| 24 | COAST FEDERAL LITIGATION TR RT | 0.4% | $2.0m | 1,970,300 | – | new | |
| 25 | WORONOCO BANCORP INC | 0.3% | $1.8m | 173,000 | 197% | added | |
| 26 | WEST ESSEX BANCORP | 0.3% | $1.7m | 173,700 | 233% | added | |
| 27 | CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG | 0.2% | $1.2m | 1,086,300 | 49% | added | |
| 28 | EBAY EBAY INC | Consumer Cyclical | 0.2% | $987.0k | 7,000 | – | new |
| 29 | MAXWELL SHOE INC | 0.1% | $525.0k | 59,600 | 184% | added | |
| 30 | WILLOW GROVE BANCORP INC | 0.1% | $393.0k | 43,100 | – | new | |
| 31 | LNR PPTY CORP | 0.0% | $180.0k | 30,000 | – | new | |
| 32 | GREENE COUNTY BANCORP INC | 0.0% | $111.0k | 11,000 | – | new | |
| 33 | SONESTA INTL HOTELS CORP | 0.0% | $77.0k | 11,902 | – | new |
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.