Baupost Group 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 45 US equity positions worth $595.9m in its Q4 2000 13F filing. The largest position was HUDSON CITY BANCORP at 24.9% of the reported book, followed by AT & T CDA INC DEPS RCPT and SECURITY CAP GROUP INC. Against the Q3 2000 filing, it opened 5 new positions, added to 11 and reduced 11 among the top 45 holdings.
What did Baupost Group own in Q4 2000? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | HUDSON CITY BANCORP | 24.9% | $148.3m | 7,325,375 | 0% | held | |
| 2 | AT & T CDA INC DEPS RCPT | 8.5% | $50.7m | 1,735,900 | 96% | added | |
| 3 | SECURITY CAP GROUP INC | 8.2% | $49.1m | 49,640 | 0% | held | |
| 4 | AT&T CORP | 7.0% | $41.6m | 2,401,600 | -12% | reduced | |
| 5 | SECURITY CAP GROUP INC | 5.4% | $32.0m | 1,594,400 | 0% | held | |
| 6 | SOLUTIA INC | 5.0% | $30.0m | 2,500,000 | -55% | reduced | |
| 7 | WAB WABTEC CORP | Industrials | 4.4% | $26.2m | 2,232,100 | 20% | added |
| 8 | OCTEL CORP | 4.1% | $24.5m | 2,131,000 | 0% | held | |
| 9 | RYERSON TULL INC NEW | 3.4% | $20.4m | 2,470,100 | 54% | added | |
| 10 | GRACE W R & CO DEL NEW | 3.1% | $18.3m | 5,733,600 | – | new | |
| 11 | GOLDEN ST BANCORP INC WT EXP 000000 | 3.0% | $17.6m | 14,811,521 | 3% | added | |
| 12 | IHOP CORP | 2.6% | $15.7m | 722,900 | -63% | reduced | |
| 13 | NHI NATIONAL HEALTH INVS INC | Real Estate | 2.5% | $14.9m | 2,020,000 | 221% | added |
| 14 | GENTIVA HEALTH SERVICES INC | 2.4% | $14.5m | 1,084,033 | -8% | reduced | |
| 15 | PORT FINL CORP | 2.1% | $12.6m | 710,000 | 0% | held | |
| 16 | WALTER INDS INC | 2.1% | $12.4m | 1,659,700 | 0% | held | |
| 17 | LNR PPTY CORP | 1.8% | $11.0m | 500,000 | -68% | reduced | |
| 18 | HUTTIG BLDG PRODS INC | 1.8% | $10.6m | 2,564,620 | 0% | held | |
| 19 | KLAMATH FIRST BANCORP INC | 1.2% | $7.3m | 611,000 | 0% | held | |
| 20 | WYNDHAM INTL INC | 1.2% | $7.1m | 4,040,300 | – | new | |
| 21 | AMCOL INTL CORP | 1.1% | $6.3m | 1,330,750 | -9% | reduced | |
| 22 | GLOBAL-TECH APPLIANCES INC | 0.7% | $4.2m | 1,074,000 | 1% | added | |
| 23 | CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC | 0.6% | $3.4m | 1,769,600 | 3% | added | |
| 24 | WEST ESSEX BANCORP | 0.5% | $3.2m | 264,700 | 0% | held | |
| 25 | COAST FEDERAL LITIGATION TR RT | 0.5% | $3.1m | 2,228,200 | 47% | added | |
| 26 | SOUND FED BANCORP | 0.3% | $1.8m | 209,100 | -30% | reduced | |
| 27 | GC COS INC | 0.3% | $1.7m | 837,200 | 142% | added | |
| 28 | WILLOW GROVE BANCORP INC | 0.2% | $1.3m | 107,000 | 0% | held | |
| 29 | GE GENERAL ELEC CO | Industrials | 0.2% | $959.0k | 20,000 | -98% | reduced |
| 30 | CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG | 0.1% | $818.0k | 1,308,200 | 0% | held | |
| 31 | OLYMPIC STEEL INC | 0.1% | $607.0k | 308,100 | – | new | |
| 32 | WORONOCO BANCORP INC | 0.1% | $586.0k | 45,100 | -87% | reduced | |
| 33 | CBL & ASSOC PPTYS INC | 0.1% | $526.0k | 20,762 | 0% | held | |
| 34 | MEI METHODE ELECTRS INC | Technology | 0.1% | $453.0k | 19,737 | 48% | added |
| 35 | SYMS CORP | 0.1% | $448.0k | 98,200 | -44% | reduced | |
| 36 | FIRST SECURITYFED FINL INC | 0.1% | $335.0k | 22,500 | 0% | held | |
| 37 | LIBERTY BANCORP INC N J | 0.0% | $263.0k | 30,000 | 0% | held | |
| 38 | SOUTHERN BANC INC | 0.0% | $263.0k | 30,500 | 7% | added | |
| 39 | CFS BANCORP INC | 0.0% | $235.0k | 22,000 | 0% | held | |
| 40 | GP STRATEGIES CORP | 0.0% | $179.0k | 41,500 | -45% | reduced | |
| 41 | EXMOC EXXON MOBIL CORP | 0.0% | $139.0k | 1,600 | – | new | |
| 42 | FIRST FED BANCSHARES INC DEL | 0.0% | $134.0k | 10,000 | – | new | |
| 43 | EVOLVE SOFTWARE INC | 0.0% | $116.0k | 23,810 | 0% | held | |
| 44 | SONESTA INTL HOTELS CORP | 0.0% | $99.0k | 11,902 | 0% | held | |
| 45 | GREENE COUNTY BANCORP INC | 0.0% | $99.0k | 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.