Baupost Group 13F holdings, Q3 2002
Holdings as of September 30, 2002 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 39 US equity positions worth $206.3m in its Q3 2002 13F filing. The largest position was NHI at 15.1% of the reported book, followed by US INDS INC NEW and SEPRACOR INC SDCV 5.000% 2/1. Against the Q2 2002 filing, it opened 9 new positions, added to 11 and reduced 5 among the top 39 holdings.
What did Baupost Group own in Q3 2002? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2002 |
|---|---|---|---|---|---|---|---|
| 1 | NHI NATIONAL HEALTH INVS INC | Real Estate | 15.1% | $31.1m | 2,037,185 | -14% | reduced |
| 2 | US INDS INC NEW | 10.5% | $21.7m | 9,245,695 | 2% | added | |
| 3 | SEPRACOR INC SDCV 5.000% 2/1 | 7.4% | $15.2m | 31,000,000 | 0% | held | |
| 4 | POLYCOM INC | 6.4% | $13.2m | 1,945,600 | – | new | |
| 5 | SEPRACOR INC | 5.2% | $10.8m | 20,700,000 | 0% | held | |
| 6 | COMVERSE TECHNOLOGY INC | 4.6% | $9.4m | 1,350,000 | 5300% | added | |
| 7 | GOLDEN ST BANCORP INC *W EXP 99/99/999 | 4.5% | $9.2m | 8,437,621 | -50% | reduced | |
| 8 | CORVIS CORP | 4.3% | $8.8m | 15,448,449 | 47% | added | |
| 9 | FOSTER WHEELER LTD | 3.9% | $8.0m | 34,900,000 | 0% | held | |
| 10 | OCTEL CORP | 3.6% | $7.5m | 395,100 | -74% | reduced | |
| 11 | WYNDHAM INTL INC | 3.5% | $7.3m | 21,344,846 | 0% | held | |
| 12 | RYERSON TULL INC NEW | 3.4% | $7.1m | 1,099,879 | -4% | reduced | |
| 13 | HUTTIG BLDG PRODS INC | 2.6% | $5.3m | 1,571,300 | 0% | held | |
| 14 | DJ ORTHOPEDICS INC | 2.2% | $4.6m | 1,209,100 | 298% | added | |
| 15 | E PIPHANY INC | 1.9% | $4.0m | 1,100,000 | 0% | held | |
| 16 | GRACE W R & CO DEL NEW | 1.9% | $3.9m | 2,428,200 | -8% | reduced | |
| 17 | SYCAMORE NETWORKS INC | 1.8% | $3.6m | 1,547,200 | 161% | added | |
| 18 | CIENA CORP | 1.7% | $3.6m | 1,200,000 | 50% | added | |
| 19 | CALIFORNIA FED BK FSB LOS AN CONT LITIG REC | 1.7% | $3.5m | 1,941,200 | 0% | held | |
| 20 | PARAMETRIC TECHNOLOGY CORP | 1.5% | $3.1m | 1,750,000 | 132% | added | |
| 21 | ARENA PHARMACEUTICALS INC | 1.4% | $2.8m | 500,000 | 214% | added | |
| 22 | ALVARION LTD | 1.3% | $2.7m | 1,275,239 | 2% | added | |
| 23 | RIVERSTONE NETWORKS INC | 1.2% | $2.5m | 5,000,000 | – | new | |
| 24 | AGILE SOFTWARE CORP DEL | 1.2% | $2.4m | 371,500 | – | new | |
| 25 | GLENAYRE TECHNOLOGIES INC | 1.0% | $2.0m | 2,288,500 | 336% | added | |
| 26 | NATUS MEDICAL INC DEL | 0.9% | $1.9m | 546,300 | – | new | |
| 27 | TELLIUM INC | 0.9% | $1.9m | 5,000,000 | 96% | added | |
| 28 | OPENWAVE SYS INC | 0.9% | $1.9m | 3,000,000 | – | new | |
| 29 | DOUBLECLICK INC | 0.9% | $1.8m | 343,697 | – | new | |
| 30 | DIME BANCORP INC NEW *W EXP 99/99/999 | 0.6% | $1.2m | 13,783,218 | 0% | held | |
| 31 | PLUMTREE SOFTWARE INC | 0.4% | $916.0k | 352,240 | – | new | |
| 32 | AUDC AUDIOCODES LTD | Technology | 0.4% | $831.0k | 461,700 | – | new |
| 33 | CALIFORNIA FED BK FSB LOS AN 2ND CONT LITIG | 0.4% | $737.0k | 1,842,000 | 0% | held | |
| 34 | COAST FEDERAL LITIGATION TR RIGHT 99/99/9999 | 0.3% | $553.0k | 3,949,400 | 0% | held | |
| 35 | TELESYSTEM INTL WIRELESS INC | 0.3% | $547.0k | 2,880,812 | 0% | held | |
| 36 | SOUTHERN BANC INC | 0.2% | $360.0k | 30,500 | 0% | held | |
| 37 | FIRST FED BANCSHARES INC DEL | 0.1% | $189.0k | 10,000 | 0% | held | |
| 38 | BANK UTD CORP LITIGATN CONT RIGHT 99/99/9999 | 0.1% | $111.0k | 1,847,500 | 0% | held | |
| 39 | AVICI SYS INC | 0.0% | $86.0k | 138,400 | – | 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.