Baupost Group - Portfolio Holdings

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 |  Includes: ANTM, APL, AROC, ELOS, FYR, HRZL, INVA, LINEQ, NWS, UFS
by: M F

See intro to Leading Hedge Funds' Best Ideas.

Klarman doubled down on his top three holdings News Corp (NASDAQ:NWS), Wellpoint (WLP), and Exterran (EXH). He sold out of his SLM (NASDAQ:SLM) position. New positions include Theravance (THRX), Sapphire Industrials (FYR) and Borders (BGP).

Top sectors in the portfolio include:

Financials 30%
Services 21%
Energy 22%

Top 10 holdings are:

NWS
WLP
EXH
Linn Energy (LINE)
Domtar Corp. (NYSE:UFS)
THRX
Atlas Pipeline (NYSE:APL)
Syneron (NASDAQ:ELOS)
Horizon Lines (HRZ)
FYR