Baupost Group 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 41 US equity positions worth $732.4m in its Q1 2000 13F filing. The largest position was HUDSON CITY BANCORP at 14.6% of the reported book, followed by SEAGATE TECHNOLOGY and PACTIV CORP. Against the Q4 1999 filing, it opened 9 new positions, added to 19 and reduced 5 among the top 41 holdings.
What did Baupost Group own in Q1 2000? Top 41 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | HUDSON CITY BANCORP | 14.6% | $106.9m | 7,310,375 | 15% | added | |
| 2 | SEAGATE TECHNOLOGY | 12.1% | $88.3m | 1,465,700 | – | new | |
| 3 | PACTIV CORP | 11.6% | $84.7m | 9,675,550 | 25% | added | |
| 4 | SOLUTIA INC | 5.9% | $43.0m | 3,217,300 | 249% | added | |
| 5 | LNR PPTY CORP | 5.4% | $39.7m | 2,083,900 | -0% | held | |
| 6 | HARCOURT GEN INC | 5.2% | $37.8m | 1,015,900 | -11% | reduced | |
| 7 | SECURITY CAP GROUP INC | 4.1% | $29.8m | 49,640 | 51% | added | |
| 8 | SECURITY CAP GROUP INC | 3.1% | $23.0m | 1,594,400 | 150% | added | |
| 9 | LUCENT TECHNOLOGIES INC | 3.1% | $22.6m | 364,500 | 82% | added | |
| 10 | GALILEO INTERNATIONAL INC | 3.0% | $21.8m | 904,100 | – | new | |
| 11 | OCTEL CORP | 2.8% | $20.3m | 2,086,000 | 0% | held | |
| 12 | SYVLAN LEARNING SYS INC | 2.7% | $19.7m | 1,233,600 | – | new | |
| 13 | TEN1 TENNECO AUTOMOTIVE INC | 2.5% | $18.3m | 2,304,510 | 0% | held | |
| 14 | GOLDEN ST BANCORP INC WT EXP 000000 | 2.5% | $17.9m | 13,358,421 | 2% | added | |
| 15 | PALM INC | 2.5% | $17.9m | 400,000 | – | new | |
| 16 | MONY GROUP INC | 2.3% | $17.1m | 528,600 | 234% | added | |
| 17 | OGDEN CORP | 2.3% | $16.9m | 1,416,200 | 60% | added | |
| 18 | AMERICAN FINL HLDS INC | 2.0% | $14.5m | 1,202,644 | 10% | added | |
| 19 | NEUROGEN CORP | 1.5% | $11.0m | 357,500 | -40% | reduced | |
| 20 | UNITEDGLOBALCOM | 1.5% | $10.9m | 145,700 | – | new | |
| 21 | HUTTIG BLDG PRODS INC | 1.4% | $10.3m | 2,285,320 | 166% | added | |
| 22 | WALTER INDS INC | 1.4% | $10.2m | 1,320,200 | -31% | reduced | |
| 23 | MFC BANCORP LTD | 1.1% | $7.9m | 1,090,650 | -1% | reduced | |
| 24 | 3COM CORP | 1.0% | $7.6m | 136,664 | – | new | |
| 25 | GLOBAL-TECH APPLIANCES INC | 0.9% | $6.8m | 1,190,000 | -16% | reduced | |
| 26 | KLAMATH FIRST BANCORP INC | 0.5% | $3.8m | 361,000 | 56% | added | |
| 27 | WORONOCO BANCORP INC | 0.4% | $3.3m | 338,100 | 31% | added | |
| 28 | COHOES BANCORP INC | 0.4% | $3.2m | 323,400 | – | new | |
| 29 | SOUND FED BANCORP | 0.4% | $2.8m | 326,600 | 11% | added | |
| 30 | CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC | 0.4% | $2.7m | 1,641,400 | 1% | added | |
| 31 | WEST ESSEX BANCORP | 0.3% | $2.2m | 247,200 | 11% | added | |
| 32 | THERMEDICS INC | 0.3% | $2.1m | 257,100 | 64% | added | |
| 33 | NORTEL NETWORKS CORP | 0.3% | $1.9m | 2,151 | – | new | |
| 34 | COAST FEDERAL LITIGATION TR RT | 0.2% | $1.8m | 1,298,600 | 18% | added | |
| 35 | CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG | 0.2% | $1.5m | 1,304,600 | 0% | held | |
| 36 | WILLOW GROVE BANCORP INC | 0.1% | $777.0k | 91,400 | 33% | added | |
| 37 | CBL & ASSOC PPTYS INC | 0.1% | $423.0k | 20,712 | 0% | held | |
| 38 | SMUCKER J M CO | 0.0% | $365.0k | 25,500 | – | new | |
| 39 | LIBERTY BANCORP INC N J | 0.0% | $195.0k | 30,000 | 0% | held | |
| 40 | SONESTA INTL HOTELS CORP | 0.0% | $95.0k | 11,902 | 0% | held | |
| 41 | GREENE COUNTY BANCORP INC | 0.0% | $86.0k | 11,000 | 0% | held |
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.