13F for Seth Klarman’s Baupost Group is in

Posted on August 13th, 2012 by whalewisdom

Seth Klarman’s hedge fund, Baupost Group, has filed their 06/30/2012 13f filing.  See complete holdings here.

Summary for 06/30/2012 13F Filing

Market Value: $3,836,199,639
Prior Market Value: $2,956,985,852
New Purchases: 4 stocks
Additional Purchases: 6 stocks
Sold out of: 2 stocks
Reduced holdings in: 0 stocks
Concentration % of Top 10 Holdings: 112.13%

13F Holdings Summary

Top 13F Holdings on 06/30/2012
Stock % of Portfolio
BP plc 14.22%
Hewlett-Packard Company 14.08%
Oracle Corp. 12.23%
ViaSat Inc. 10.47%
News Corp. 8.74%
Theravance Inc. 8.43%
News Corp. 6.26%
Microsoft Corporation 5.58%
Allied Nevada Gold Corp. 3.74%
Idenix Pharmaceuticals Inc. 2.68%
Major new positions on 06/30/2012
Stock % of Portfolio
Oracle Corp. 12.23%
Genworth Financial Inc. 2.21%
Hess Corporation 1.13%
NOVACOPPER INC 0.17%
Major positions closed on 06/30/2012
Stock Prior % of Portfolio
Multimedia Games Inc. 0.22%
Alere Inc. 0.12%

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