Baupost Group - Portfolio Holdings
See intro to Leading Hedge Funds' Best Ideas.
Klarman doubled down on his top three holdings News Corp (NWS), Wellpoint (WLP), and Exterran (EXH). He sold out of his SLM (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. (UFS)
THRX
Atlas Pipeline (APL)
Syneron (ELOS)
Horizon Lines (HRZ)
FYR
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Mebane Faber
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