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Seth Klarman - Baupost Group Q4/2011 Fund Portfolio

Seth Klarman - Baupost Group Q4/2011 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 Q4/2011 (December 31, 2011). In total, he has 22 stocks with a total portfolio worth of USD 3,281,638,000.

Seth Klarman’s - Baupost Group fund positions as of Q4/2011 with actual share movements:
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Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
BP - BP plc
15.63
Reduce 12.67%
$42.74
VSAT - Viasat Inc.
14.76
0
$46.12
HPQ - Hewlett-Packard
14.72
Reduce 9.64%
$25.76
THRX - Theravance Inc.
9.58
0
$22.10
MSFT - Microsoft Corp.
9.49
0
$25.96
NWSA - News Corp.
8.18
Reduce 28.51%
$17.84
NWS - News Corp. CL B
5.9
Add 148.84%
$18.18
ANV - Allied Nevada Gold Corp.
3.7
Add 14.65%
$30.28
AVEO - AVEO Pharmaceuticals Inc.
2.67
Add 1.69%
$17.20
GNW - Genworth Financial Inc.
2
0
$6.55
NG - NovaGold Resources
1.93
Add 49.33%
$8.48
ENZN - Enzon Pharmaceuticals Inc.
1.84
0
$6.70
PDLI - PDL BioPharma Inc.
1.51
Reduce 48.84%
$6.20
ALR - Alere Inc.
1.41
Reduce 35.48%
$23.09
ELOS - Syneron Medical Ltd.
1.35
0
$11.07
IDIX - Idenix Pharmaceuticals Inc.
1.29
Add 126.60%
$7.45
TRGT - Targacept Inc.
1.02
Buy
$5.57
AOI - Alliance One International Inc.
0.73
0
$2.72
CPF - Central Pacific Financial
0.71
0
$12.92
ITRN - Ituran Location & Control Ltd.
0.7
0
$13.66
MGAM - Multimedia Games Inc.
0.61
0
$7.94
SCMR - Sycamore Networks Inc.
0.29
0
$17.90





Related Ticker:
BP, VSAT, HPQ, THRX, MSFT, NWSA, NWS, ANV, AVEO, GNW, NG, ENZN, PLDI, ALR, ELOS, IDIX, TRGT, AOI, CPF, ITRN, MGAM, SCMR

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