13F-HR 1 acn2q08.txt JUNE 2008 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 06-30-2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: THE BAUPOST GROUP, LLC Address: 10 ST. JAMES AVENUE SUITE 2000 BOSTON, MA 02116 13F File Number: 28-7120 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: PAUL C. GANNON Title: CHIEF FINANCIAL OFFICER Phone: 617-210-8300 Signature, Place, and Date of Signing: PAUL C. GANNON BOSTON, MA August 13, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 69 Form13F Information Table Value Total: $1,992,266 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE ------------------------------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8 ------ ------- ------ ------- ---------------- -------- -------- -------------------------- VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 2020 CHINACAP ACQUIRCO INC COM 90212G109 2281 307000 SH SOLE 307000 ACUSPHERE INC COM 00511R870 1816 2600582 SH SOLE 2600582 ALLIANCE ONE INTL INC COM 018772103 15330 3000000 SH SOLE 3000000 ALTERNATIVE ASSET MGMT ACQU COM 02149U101 13950 1500000 SH SOLE 1500000 ATLAS PIPELINE HOLDINGS LP COM UNITS LP 04939R108 16006 477778 SH SOLE 477778 ATLAS PIPELINE PARTNERS LP UNIT L P INT 049392103 64893 1661363 SH SOLE 1661363 AUDIOVOX CORP CL A 050757103 21357 2174800 SH SOLE 2174800 BORDERS GROUP INC COM 099709107 34336 5722700 SH SOLE 5722700 BPW ACQUISITION CORP COM 055637102 5343 573900 SH SOLE 573900 BPW ACQUISITION CORP *W EXP 02/26/201 055637110 298 573900 SH SOLE 573900 BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 106776107 14271 659800 SH SOLE 659800 CAPITALSOURCE INC COM 14055X102 25484 2300000 SH SOLE 2300000 CAPITOL ACQUISITION CORP DEL COM 14055E104 19593 2100000 SH SOLE 2100000 CENTERPLATE INC UNIT 99/99/9999 15200E204 9479 1959738 SH SOLE 1959738 CHINA HLDGS ACQUISITION CORP COM 16942N106 9534 1050000 SH SOLE 1050000 CLEARPOINT BUSINESS RES INC COM 185061108 177 367815 SH SOLE 367815 COLUMBUS ACQUISITION CORP *W EXP 05/18/201 198851115 150 750000 SH SOLE 750000 CORE MARK HOLDING CO INC COM 218681104 6579 251113 SH SOLE 251113 DOMTAR CORP COM 257559104 121888 22364700 SH SOLE 22364700 ENTERPRISE ACQUISITION CORP *W EXP 11/07/201 29365R116 750 1250000 SH SOLE 1250000 ENTERPRISE GP HLDGS L P UNIT LP INT 293716106 16150 536910 SH SOLE 536910 EXTERRAN HLDGS INC COM 30225X103 161654 2261218 SH SOLE 2261218 GHL ACQUISITION CORP *W EXP 02/14/201 36172H116 813 1250000 SH SOLE 1250000 GHL ACQUISITION CORP COM 36172H108 20925 2250000 SH SOLE 2250000 GLOBAL BPO SVCS CORP COM 378981104 7472 976679 SH SOLE 976679 GLOBAL CONSUMER ACQST CORP *W EXP 11/27/201 378983118 2252 2963000 SH SOLE 2963000 GLOBAL CONSUMER ACQST CORP COM 378983100 27348 2963000 SH SOLE 2963000 GOLDEN POND HEALTHCARE INC COM 38116J109 4653 633000 SH SOLE 633000 GSC ACQUISITION COMPANY COM 40053G106 7990 850000 SH SOLE 850000 HICKS ACQUISITION CO I INC COM 429086309 17941 1931220 SH SOLE 1931220 HIGHLANDS ACQUISITION CORP COM 430880104 4830 525000 SH SOLE 525000 HORIZON LINES INC COM 44044K101 70670 7102520 SH SOLE 7102520 INTER ATLANTIC FINANCIAL INC COM 45890H100 4324 575000 SH SOLE 575000 ITURAN LOCATION AND CONTROL SHS M6158M104 15381 1281769 SH SOLE 1281769 KBL HEALTHCARE ACQUIS CORP I *W EXP 07/18/201 48241N115 61 235000 SH SOLE 235000 KBL HEALTHCARE ACQUIS CORP I COM 48241N107 3055 410000 SH SOLE 410000 LIBERTY ACQUISITION HLDGS CO COM 53015Y107 9143 987400 SH SOLE 987400 LIBERTY MEDIA CORP NEW ENT COM SER A 53071M500 77536 3200000 SH SOLE 3200000 LINN ENERGY LLC UNIT LTD LIAB 536020100 103754 4175220 SH SOLE 4175220 MARATHON ACQUISITION CORP COM 565756103 22503 2877639 SH SOLE 2877639 MBF HEALTHCARE ACQUISITION C *W EXP 04/16/201 552650111 63 243900 SH SOLE 243900 MEDIA & ENTMT HOLDINGS INC *W EXP 03/09/201 58439W116 261 725000 SH SOLE 725000 MULTIMEDIA GAMES INC COM 625453105 11492 2600000 SH SOLE 2600000 NEWS CORP CL A 65248E104 184992 12300000 SH SOLE 12300000 NRDC ACQUISITION CORP COM 62941R102 5452 584300 SH SOLE 584300 OMNOVA SOLUTIONS INC COM 682129101 17024 6123645 SH SOLE 6123645 OVERTURE ACQUISITION CORP SHS G6830P100 688 74400 SH SOLE 74400 OVERTURE ACQUISITION CORP *W EXP 01/30/201 G6830P118 380 1000000 SH SOLE 1000000 PDL BIOPHARMA INC COM 69329Y104 157442 14825000 SH SOLE 14825000 PRE PAID LEGAL SVCS INC COM 740065107 12581 309722 SH SOLE 309722 PROSPECT ACQUISITION CORP COM 74347T103 9139 981630 SH SOLE 981630 PROSPECT ACQUISITION CORP *W EXP 11/14/201 74347T111 800 2500000 SH SOLE 2500000 SAPPHIRE INDUSTRIALS CORP COM 80306T109 50490 5400000 SH SOLE 5400000 SAPPHIRE INDUSTRIALS CORP *W EXP 01/17/201 80306T117 3410 6200000 SH SOLE 6200000 SCHOOL SPECIALTY INC COM 807863105 5369 180586 SH SOLE 180586 SEANERGY MARITIME CORP SHS Y73760103 2443 250000 SH SOLE 250000 SP ACQUISITION HOLDINGS INC *W EXP 10/10/201 78470A112 948 1580700 SH SOLE 1580700 SP ACQUISITION HOLDINGS INC COM 78470A104 13472 1448600 SH SOLE 1448600 SYNERON MEDICAL LTD ORD SHS M87245102 50744 3086619 SH SOLE 3086619 THERAVANCE INC COM 88338T104 74424 6269891 SH SOLE 6269891 TM ENTMT & MEDIA INC COM 87260T108 4569 625000 SH SOLE 625000 TM ENTMT & MEDIA INC *W EXP 10/17/201 87260T116 257 525000 SH SOLE 525000 TREMISIS ENERGY ACQ CORP II *W EXP 12/05/201 89472N119 182 325000 SH SOLE 325000 TREMISIS ENERGY ACQ CORP II COM 89472N101 2434 325000 SH SOLE 325000 TRIPLECROWN ACQUISITION CORP COM 89677G109 9367 1021500 SH SOLE 1021500 UNITEDHEALTH GROUP INC COM 91324P102 122443 4664487 SH SOLE 4664487 VIASAT INC COM 92552V100 22649 1120700 SH SOLE 1120700 VICTORY ACQUISITION CORP COM 92644D100 3808 400000 SH SOLE 400000 WELLPOINT INC COM 94973V107 262973 5517698 SH SOLE 5517698