Baupost Group - Portfolio Holdings

See intro to Leading Hedge Funds' Best Ideas.

Wow. A full third of Klarman's portfolio is in Sallie Mae (SLM). When one of the best investors on the planet has this sort conviction, that is good enough for me. Link to a Klarman's speech at MIT.

Top sectors in the portfolio include:

Financials 57%
Services 12%
Energy 14%

Top 10 holdings are:

(SLM)
(NWS)
(LINE)
(HRZ)
(FAF)
(APL)
(UFS)
(EXH)
(ELOS)
(MAQ)