Baupost Group 13F holdings, Q4 2007
Holdings as of December 31, 2007 · filings on SEC EDGAR · latest filing →
Baupost Group disclosed 61 US equity positions worth $1.5bn in its Q4 2007 13F filing. The largest position was SLM at 29.2% of the reported book, followed by NEWS CORP and DOMTAR CORP. Against the Q3 2007 filing, it opened 21 new positions, added to 7 and reduced 4 among the top 50 holdings.
What did Baupost Group own in Q4 2007? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2007 |
|---|---|---|---|---|---|---|---|
| 1 | SLM SLM CORP | Financial Services | 29.2% | $441.3m | 21,911,966 | 1449% | added |
| 2 | NEWS CORP | 8.3% | $125.3m | 6,113,600 | 0% | held | |
| 3 | DOMTAR CORP | 5.4% | $81.9m | 10,648,600 | 12% | added | |
| 4 | FIRST AMERN CORP CALIF | 5.0% | $75.0m | 2,198,600 | 55% | added | |
| 5 | ATLAS PIPELINE PARTNERS LP UNIT L P INT | 4.7% | $71.2m | 1,661,363 | – | new | |
| 6 | EXTERRAN HLDGS INC | 4.7% | $70.4m | 860,667 | -10% | reduced | |
| 7 | HORIZON LINES INC | 4.6% | $70.3m | 3,771,800 | 349% | added | |
| 8 | MARATHON ACQUISITION CORP | 2.7% | $41.1m | 5,277,639 | 0% | held | |
| 9 | SP ACQUISITION HOLDINGS INC | 2.4% | $36.8m | 4,000,000 | – | new | |
| 10 | HECKMANN CORP | 2.4% | $36.8m | 5,000,000 | – | new | |
| 11 | SYNERON MEDICAL LTD | 2.3% | $35.4m | 2,650,000 | 15% | added | |
| 12 | HICKS ACQUISITION CO I INC | 2.1% | $32.2m | 3,500,000 | – | new | |
| 13 | GLOBAL CONSUMER ACQST CORP UNIT 99/99/9999 | 1.9% | $29.4m | 2,963,000 | – | new | |
| 14 | NRDC ACQUISITION CORP | 1.6% | $24.8m | 2,700,000 | – | new | |
| 15 | TRIPLECROWN ACQUISITION CORP | 1.6% | $23.8m | 2,600,000 | – | new | |
| 16 | NFG NATIONAL FUEL GAS CO N J | Energy | 1.5% | $23.3m | 500,000 | 0% | held |
| 17 | PROSPECT ACQUISITION CORP | 1.5% | $22.8m | 2,500,000 | – | new | |
| 18 | ENTERPRISE GP HLDGS L P UNIT LP INT | 1.3% | $19.9m | 536,910 | – | new | |
| 19 | CAPITOL ACQUISITION CORP DEL | 1.2% | $18.9m | 2,100,000 | – | new | |
| 20 | QUANTA CAPITAL HLDGS LTD | 1.2% | $17.7m | 6,950,000 | 0% | held | |
| 21 | MULTIMEDIA GAMES INC | 1.1% | $17.0m | 2,037,552 | 31% | added | |
| 22 | ALTERNATIVE ASSET MGMT ACQU | 0.9% | $13.7m | 1,500,000 | 0% | held | |
| 23 | ITRN ITURAN LOCATION AND CONTROL | Technology | 0.9% | $13.5m | 1,220,569 | 118% | added |
| 24 | ATLAS PIPELINE HOLDINGS LP | 0.9% | $13.0m | 477,778 | – | new | |
| 25 | ALLIANCE ONE INTL INC | 0.8% | $12.5m | 3,060,832 | – | new | |
| 26 | ALDABRA 2 ACQUISITION CORP | 0.8% | $11.7m | 1,200,000 | 0% | held | |
| 27 | ENTERPRISE ACQUISITION CORP | 0.7% | $11.3m | 1,250,000 | – | new | |
| 28 | SHANGHAI CENTURY ACQUISIT CO | 0.7% | $10.4m | 1,180,924 | -11% | reduced | |
| 29 | NORTH AMERN INS LEADERS INC | 0.7% | $10.1m | 1,293,300 | 0% | held | |
| 30 | HD PARTNERS ACQUISITION CORP | 0.6% | $8.4m | 1,129,700 | 0% | held | |
| 31 | GSC ACQUISITION COMPANY | 0.5% | $8.0m | 850,000 | 0% | held | |
| 32 | AUDIOVOX CORP | 0.4% | $6.5m | 520,468 | – | new | |
| 33 | INDIA GLOBALIZATION CAP INC | 0.4% | $6.3m | 1,066,800 | 0% | held | |
| 34 | SANTA MONICA MEDIA CORP | 0.4% | $5.6m | 750,000 | 0% | held | |
| 35 | COLUMBUS ACQUISITION CORP | 0.4% | $5.6m | 750,000 | 0% | held | |
| 36 | MEDIA & ENTMT HOLDINGS INC | 0.4% | $5.4m | 725,000 | 0% | held | |
| 37 | VANTAGE ENERGY SERVICES INC | 0.3% | $5.1m | 675,000 | 0% | held | |
| 38 | OCEANAUT INC | 0.3% | $4.9m | 625,000 | 0% | held | |
| 39 | TM ENTMT & MEDIA INC | 0.3% | $4.5m | 625,000 | – | new | |
| 40 | GOLDEN POND HEALTHCARE INC | 0.3% | $4.5m | 633,000 | – | new | |
| 41 | CORE CORE MARK HOLDING CO INC | 0.3% | $4.5m | 157,613 | -65% | reduced | |
| 42 | MBF HEALTHCARE ACQUISITION C | 0.3% | $4.4m | 575,000 | 0% | held | |
| 43 | VICTORY ACQUISITION CORP | 0.3% | $3.9m | 400,000 | 0% | held | |
| 44 | JK ACQUISITION CORP | 0.2% | $3.7m | 667,700 | -54% | reduced | |
| 45 | KBL HEALTHCARE ACQUIS CORP I | 0.2% | $3.0m | 410,000 | 0% | held | |
| 46 | SEANERGY MARITIME CORP | 0.2% | $2.4m | 250,000 | – | new | |
| 47 | SP ACQUISITION HOLDINGS INC *W EXP 10/10/201 | 0.1% | $2.2m | 2,430,700 | – | new | |
| 48 | 2020 CHINACAP ACQUIRCO INC | 0.1% | $2.2m | 307,000 | – | new | |
| 49 | PROSPECT ACQUISITION CORP *W EXP 11/14/201 | 0.1% | $2.1m | 2,500,000 | – | new | |
| 50 | HECKMANN CORP *W EXP 11/09/201 | 0.1% | $1.9m | 2,700,000 | – | 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.