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Seth Klarman - Baupost Group Q3-2011 Fund Portfolio

Seth Klarman - Baupost Group Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Seth Klarman’s - Baupost Group portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 22 stocks with a total portfolio worth of USD 2,967,011,000.

Seth Klarman’s - Baupost Group Q2-2011 fund positions as of Q3/2011 with actual share movements:
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Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
BP - BP plc
16.7
Add 149.84%
$36.07
HPQ - Hewlett-Packard
15.7
Buy
$22.45
VSAT - Viasat Inc.
11.79
Add 4.46%
$33.31
NWSA - News Corp.
10.98
Add 10.45%
$15.48
MSFT - Microsoft Corp.
10.07
0
$24.89
THRX - Theravance Inc.
9.66
Add 9.76%
$20.14
ANV - Allied Nevada Gold Corp.
4.22
Add 3.60%
$35.81
PDLI - PDL BioPharma Inc.
2.92
Add 68.81%
$5.55
AVEO - AVEO Pharmaceuticals Inc.
2.59
Add 12.79%
$15.39
NWS - News Corp. CL B
2.25
Buy
$15.60
ENZN - Enzon Pharmaceuticals Inc.
2.14
0
$7.04
ALR - Alere Inc.
2.05
0
$19.65
GNW - Genworth Financial Inc.
1.93
Buy
$5.74
BBEP - Breitburn Energy Partners LP
1.47
0
$17.40
ELOS - Syneron Medical Ltd.
1.34
Add 4.27%
$9.91
NG - NovaGold Resources
1.09
Buy
$6.45
AOI - Alliance One International Inc.
0.72
0
$2.44
ITRN - Ituran Location & Control Ltd.
0.66
0
$11.65
CPF - Central Pacific Financial
0.63
0
$10.32
IDIX - Idenix Pharmaceuticals Inc.
0.42
Add 99.09%
$4.99
MGAM - Multimedia Games Inc.
0.34
0
$4.04
SCMR - Sycamore Networks Inc.
0.32
Add 135.94%
$18.05




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