13F.
BAUPOST GROUP LLC/MA
13F-HR

Q3 2015

Period Sep 30, 2015Filed Nov 13, 2015View on EDGAR ↗
Positions
41
Total value
$6B
Top 10 concentration
73.4%
New positions
9

Holdings · 41

#Class
1
CHENIERE ENERGY INC
16411R208
COM NEW$1.09B18.24%22,669,730+47.5%
2
VIASAT INC
92552V100
COM$741.47M12.35%11,533,137
3
ALCOA INC
013817101
COM$504.93M8.41%52,270,000New
4
PIONEER NAT RES CO
723787107
COM$503.23M8.38%4,137,000+1.8%
5
ANTERO RES CORP
03674X106
COM$340.67M5.68%16,099,763+100.7%
6
PAYPAL HLDGS INC
70450Y103
COM$338.49M5.64%10,904,852New
7
PBF ENERGY INC
69318G106
CL A$311.24M5.19%11,025,000
8
EBAY INC
278642103
COM$227.66M3.79%9,315,000
9
TWENTY FIRST CENTY FOX INC
90130A200
CL B$176.7M2.94%6,527,500New
10
ATARA BIOTHERAPEUTICS INC
046513107
COM$168.51M2.81%5,359,632+11.4%
11
THERAVANCE INC
88338T104
COM$142.28M2.37%19,815,983
12
FORWARD PHARMA A/S
34986J105
SPONSORED ADR$126.45M2.11%5,367,300
13
OLIN CORP
680665205
COM PAR $1$117.67M1.96%7,000,000New
14
TWENTY FIRST CENTY FOX INC
90130A101
CL A$110.55M1.84%4,097,500New
15
VERITIV CORP
923454102
COM$104.11M1.73%2,795,693+12.6%
16
AERCAP HOLDINGS NV
N00985106
SHS$93.69M1.56%2,450,000New
17
SUNEDISON SEMICONDUCTOR LTD
Y8213L102
SHS$88.25M1.47%8,372,979+0.9%
18
KERYX BIOPHARMACEUTICALS INC
492515101
COM$84.52M1.41%25,791,678
19
NOVAGOLD RES INC
66987E206
COM NEW$78.3M1.30%21,688,300
20
THERAVANCE BIOPHARMA INC
G8807B106
COM$70.56M1.18%6,420,028
21
FRONTIER COMMUNICATIONS CORP
35906A108
COM$64.13M1.07%13,500,000
22
CHIPMOS TECH BERMUDA LTD
G2110R114
SHS$61.61M1.03%3,751,853+14.3%
23
KLX INC
482539103
COM$53.61M0.89%1,500,000
24
CITIGROUP INC
172967226
*W EXP 01/04/201$47.17M0.79%102,553,207
25
LIFELOCK INC
53224V100
COM$39.08M0.65%4,460,760New
26
BELLATRIX EXPLORATION LTD
078314101
COM$36.47M0.61%23,990,500+9.8%
27
OCWEN FINL CORP
675746309
COM NEW$34.9M0.58%5,200,427-32.1%
28
KOSMOS ENERGY LTD
G5315B107
SHS$33.48M0.56%6,000,000
29
THERAVANCE INC
88338TAB0
NOTE 2.125% 1/1$31.59M0.53%48,230,000
30
FRONTIER COMMUNICATIONS CORP
35906A207
PFD CONV SER-A$30.27M0.50%325,000
31
PARATEK PHARMACEUTICALS INC
699374302
COM$29.35M0.49%1,544,498
32
AMERICAN INTL GROUP INC
026874156
*W EXP 01/19/202$28.57M0.48%1,258,496
33
BIOTIE THERAPIES OYJ
09074D103
SPONSORED ADR$16.44M0.27%1,256,006+44.4%
34
KINDRED BIOSCIENCES INC
494577109
COM$15.67M0.26%3,013,848
35
MICRON TECHNOLOGY INC
595112103
COM$14.98M0.25%1,000,000-94.9%
36
SUNRUN INC
86771W105
COM$12.14M0.20%1,170,910New
37
ALLIANCE ONE INTL INC
018772301
COM NEW$9.34M0.16%458,364-28.2%
38
ALON USA PARTNERS LP
02052T109
UT LTDPART INT$8.47M0.14%363,188-42.3%
39
SANCHEZ ENERGY CORP
79970Y105
COM$6.15M0.10%1,000,000+61.4%
40
NOVACOPPER INC
66988K102
COM$3.34M0.06%10,600,758
41
OREXIGEN THERAPEUTICS INC
686164104
COM$1.53M0.03%821,363New
Total filing value: $6B