Baupost Group 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 51 US equity positions worth $880.5m in its Q2 2000 13F filing. The largest position was SEAGATE TECHNOLOGY at 16.6% of the reported book, followed by HUDSON CITY BANCORP and AT&T CORP. Against the Q1 2000 filing, it opened 18 new positions, added to 15 and reduced 6 among the top 50 holdings.
What did Baupost Group own in Q2 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY | 16.6% | $146.1m | 2,656,100 | 81% | added | |
| 2 | HUDSON CITY BANCORP | 14.1% | $123.8m | 7,255,375 | -1% | reduced | |
| 3 | AT&T CORP | 10.1% | $88.8m | 2,809,500 | – | new | |
| 4 | SOLUTIA INC | 8.1% | $71.3m | 5,184,900 | 61% | added | |
| 5 | PACTIV CORP | 6.2% | $54.5m | 6,920,550 | -28% | reduced | |
| 6 | SECURITY CAP GROUP INC | 4.7% | $41.0m | 49,640 | 0% | held | |
| 7 | LNR PPTY CORP | 4.4% | $38.9m | 1,996,400 | -4% | reduced | |
| 8 | SECURITY CAP GROUP INC | 3.1% | $27.1m | 1,594,400 | 0% | held | |
| 9 | IHOP CORP | 2.9% | $25.6m | 1,525,400 | – | new | |
| 10 | LUCENT TECHNOLOGIES INC | 2.4% | $21.3m | 364,500 | 0% | held | |
| 11 | OGDEN CORP | 2.4% | $21.2m | 2,350,100 | 66% | added | |
| 12 | AMERICAN FINL HLDGS INC | 2.3% | $20.4m | 1,282,644 | 7% | added | |
| 13 | MEDIAONE GROUP INC | 2.3% | $20.4m | 307,000 | – | new | |
| 14 | WALTER INDS INC | 2.1% | $18.4m | 1,609,700 | 22% | added | |
| 15 | OCTEL CORP | 1.9% | $16.3m | 2,086,000 | 0% | held | |
| 16 | GOLDEN ST BANCORP INC WT EXP 000000 | 1.8% | $15.7m | 13,964,721 | 5% | added | |
| 17 | WAB WABTEC CORP | Industrials | 1.3% | $11.6m | 1,122,400 | – | new |
| 18 | HUTTIG BLDG PRODS INC | 1.2% | $10.5m | 2,546,620 | 11% | added | |
| 19 | NEUROGEN CORP | 1.2% | $10.3m | 357,500 | 0% | held | |
| 20 | PORT FINL CORP | 1.1% | $9.9m | 710,000 | – | new | |
| 21 | 3COM CORP | 1.1% | $9.4m | 163,328 | 20% | added | |
| 22 | TMO THERMO ELECTRON CORP | Healthcare | 1.1% | $9.3m | 441,495 | – | new |
| 23 | MFC BANCORP LTD | 0.9% | $7.6m | 1,009,350 | -7% | reduced | |
| 24 | GENTIVA HEALTH SERVICES INC | 0.8% | $7.3m | 900,533 | – | new | |
| 25 | PALM INC | 0.8% | $6.7m | 200,000 | -50% | reduced | |
| 26 | GLOBAL-TECH APPLIANCES INC | 0.6% | $5.3m | 1,064,000 | -11% | reduced | |
| 27 | BCE INC | 0.5% | $4.8m | 202,500 | – | new | |
| 28 | WORONOCO BANCORP INC | 0.5% | $4.7m | 443,100 | 31% | added | |
| 29 | COHOES BANCORP INC | 0.5% | $4.7m | 338,400 | 5% | added | |
| 30 | AMCOL INTL CORP | 0.5% | $4.3m | 1,707,350 | – | new | |
| 31 | KLAMATH FIRST BANCORP INC | 0.5% | $4.2m | 361,000 | 0% | held | |
| 32 | SOUND FEDERAL BANCORP | 0.3% | $2.7m | 326,600 | 0% | held | |
| 33 | CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC | 0.3% | $2.6m | 1,701,700 | 4% | added | |
| 34 | COAST FEDERAL LITIGIATION TR RT | 0.3% | $2.5m | 1,518,800 | 17% | added | |
| 35 | WEST ESSEX BANCORP | 0.3% | $2.4m | 264,700 | 7% | added | |
| 36 | SMUCKER J M CO | 0.3% | $2.3m | 124,500 | 388% | added | |
| 37 | VERITAS SOFTWARE CO | 0.1% | $1.2m | 10,625 | – | new | |
| 38 | WILLOW GROVE BANCORP INC | 0.1% | $1.1m | 107,000 | 17% | added | |
| 39 | CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG | 0.1% | $856.0k | 1,304,600 | 0% | held | |
| 40 | BAY ST BANCORP INC | 0.1% | $698.0k | 32,100 | – | new | |
| 41 | CBL & ASSOC PPTYS INC | 0.1% | $517.0k | 20,729 | 0% | held | |
| 42 | FARM FAMILY HLDGS INC | 0.1% | $507.0k | 16,400 | – | new | |
| 43 | SYMS CORP | 0.0% | $429.0k | 109,000 | – | new | |
| 44 | FIRST FED BANCSHARES ARK INC | 0.0% | $308.0k | 20,900 | – | new | |
| 45 | FIRST SECURITYFED FINL INC | 0.0% | $290.0k | 22,500 | – | new | |
| 46 | NHI NATIONAL HEALTH INVS INC | Real Estate | 0.0% | $220.0k | 20,000 | – | new |
| 47 | RYERSON TULL INC NEW | 0.0% | $219.0k | 21,100 | – | new | |
| 48 | LIBERTY BANCORP INC N J | 0.0% | $199.0k | 30,000 | 0% | held | |
| 49 | SONESTA INTL HOTELS CORP | 0.0% | $99.0k | 11,902 | 0% | held | |
| 50 | CFS BANCORP INC | 0.0% | $92.0k | 10,000 | – | 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.