Baupost Group 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 46 US equity positions worth $990.3m in its Q3 2000 13F filing. The largest position was SEAGATE TECHNOLOGY at 24.2% of the reported book, followed by HUDSON CITY BANCORP and AT&T CORP. Against the Q2 2000 filing, it opened 8 new positions, added to 16 and reduced 9 among the top 46 holdings.
What did Baupost Group own in Q3 2000? Top 46 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY | 24.2% | $239.3m | 3,468,050 | 31% | added | |
| 2 | HUDSON CITY BANCORP | 12.6% | $124.5m | 7,325,375 | 1% | added | |
| 3 | AT&T CORP | 8.1% | $80.3m | 2,734,198 | -3% | reduced | |
| 4 | GE GENERAL ELEC CO | Industrials | 6.5% | $64.0m | 1,107,500 | – | new |
| 5 | SOLUTIA INC | 6.4% | $63.8m | 5,610,900 | 8% | added | |
| 6 | SECURITY CAP GROUP INC | 4.8% | $47.2m | 49,640 | 0% | held | |
| 7 | PACTIV CORP | 3.9% | $38.9m | 3,477,854 | -50% | reduced | |
| 8 | IHOP CORP | 3.8% | $37.5m | 1,959,700 | 28% | added | |
| 9 | LNR PPTY CORP | 3.4% | $34.1m | 1,539,300 | -23% | reduced | |
| 10 | SECURITY CAP GROUP INC | 3.0% | $30.2m | 1,594,400 | 0% | held | |
| 11 | AT&T CDA INC DEPS RCPT | 2.7% | $27.0m | 885,400 | – | new | |
| 12 | OCTEL CORP | 2.0% | $20.0m | 2,131,000 | 2% | added | |
| 13 | WAB WABTEC CORP | Industrials | 1.9% | $18.8m | 1,857,500 | 65% | added |
| 14 | GOLDEN ST BANCORP INC WT EXP 000000 | 1.8% | $17.6m | 14,443,721 | 3% | added | |
| 15 | RYERSON TULL INC NEW | 1.5% | $15.2m | 1,607,600 | 7519% | added | |
| 16 | GENTIVA HEALTH SERVICES INC | 1.5% | $15.1m | 1,184,033 | 31% | added | |
| 17 | WALTER INDS INC | 1.5% | $14.7m | 1,659,700 | 3% | added | |
| 18 | AMERICAN FINL HLDGS INC | 1.4% | $14.3m | 813,644 | -37% | reduced | |
| 19 | PORT FINL CORP | 1.3% | $12.6m | 710,000 | 0% | held | |
| 20 | HUTTIG BLDG PRODS INC | 1.2% | $11.5m | 2,564,620 | 1% | added | |
| 21 | PALM INC | 0.9% | $9.0m | 169,697 | -15% | reduced | |
| 22 | KLAMATH FIRST BANCORP INC | 0.8% | $7.8m | 611,000 | 69% | added | |
| 23 | AMCOL INTL CORP | 0.7% | $7.1m | 1,454,550 | -15% | reduced | |
| 24 | GLOBAL-TECH APPLIANCES INC | 0.5% | $5.3m | 1,064,000 | 0% | held | |
| 25 | CNA SURETY CORP | 0.5% | $5.2m | 453,300 | – | new | |
| 26 | WORONOCO BANCORP INC | 0.4% | $4.4m | 343,100 | -23% | reduced | |
| 27 | NHI NATIONAL HEALTH INVS INC | Real Estate | 0.4% | $4.3m | 630,000 | 3050% | added |
| 28 | CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC | 0.3% | $3.4m | 1,725,300 | 1% | added | |
| 29 | WEST ESSEX BANCORP | 0.3% | $3.0m | 264,700 | 0% | held | |
| 30 | SOUND FED BANCORP | 0.3% | $2.7m | 299,100 | -8% | reduced | |
| 31 | COAST FEDERAL LITIGATION TR RT | 0.2% | $2.3m | 1,518,800 | 0% | held | |
| 32 | COHOES BANCORP INC | 0.2% | $1.9m | 112,900 | -67% | reduced | |
| 33 | WILLOW GROVE BANCORP INC | 0.1% | $1.2m | 107,000 | 0% | held | |
| 34 | GC COS INC | 0.1% | $1.0m | 345,800 | – | new | |
| 35 | CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG | 0.1% | $938.0k | 1,304,600 | 0% | held | |
| 36 | SYMS CORP | 0.1% | $678.0k | 175,000 | 61% | added | |
| 37 | MEI METHODE ELECTRS INC | Technology | 0.1% | $589.0k | 13,299 | – | new |
| 38 | EVOLVE SOFTWARE INC | 0.1% | $571.0k | 23,808 | – | new | |
| 39 | CBL & ASSOC PPTYS INC | 0.1% | $520.0k | 20,745 | 0% | held | |
| 40 | GP STRATEGIES CORP | 0.0% | $473.0k | 75,000 | – | new | |
| 41 | FIRST SECURITYFED FINL INC | 0.0% | $338.0k | 22,500 | 0% | held | |
| 42 | SOUTHERN BANC INC | 0.0% | $298.0k | 28,400 | – | new | |
| 43 | LIBERTY BANCORP INC NJ | 0.0% | $255.0k | 30,000 | 0% | held | |
| 44 | CFS BANCORP INC | 0.0% | $227.0k | 22,000 | 120% | added | |
| 45 | SONESTA INTL HOTELS CORP | 0.0% | $116.0k | 11,902 | 0% | held | |
| 46 | GREENE COUNTY BANCORP INC | 0.0% | $91.0k | 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.