13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 9/30/2012 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, L.L.C. Address: 10 St. James Avenue Suite 1700 Boston, MA 02116 Form 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 submission. Persons Signing this Report on Behalf of Reporting Manager: Name: Scott A. Nathan Title: Chief Risk Officer Phone: (617) 210-8300 Signature, Place, and Date of Signing: /s/ Scott A. Nathan Boston, MA 11/13/2012 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 22 Form 13F Information Table Value Total: $ 3,315,960 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 --------------------------- --------------- --------- -------- ----------------- ---------- -------- -------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE --------------------------- --------------- --------- -------- -------- --- ---- ---------- -------- -------- ------ ---- ALLIANCE ONE INTL INC COM 018772103 28381 8786700 SH SOLE 8786700 0 0 ALLIED NEVADA GOLD CORP COM 019344100 197392 5053550 SH SOLE 5053550 0 0 AVEO PHARMACEUTICALS INC COM 053588109 52931 5084652 SH SOLE 5084652 0 0 BP PLC SPONSORED ADR 055622104 477028 11261291 SH SOLE 11261291 0 0 CENTRAL PAC FINL CORP COM NEW 154760409 25740 1800000 SH SOLE 1800000 0 0 ENZON PHARMACEUTICALS INC COM 293904108 62646 9000878 SH SOLE 9000878 0 0 GENWORTH FINL INC COM CL A 37247D106 78450 15000000 SH SOLE 15000000 0 0 HEWLETT PACKARD CO COM 428236103 245260 14376304 SH SOLE 14376304 0 0 IDENIX PHARMACEUTICALS INC COM 45166R204 54720 12000000 SH SOLE 12000000 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 19655 1685666 SH SOLE 1685666 0 0 MICROSOFT CORP COM 594918104 41664 1400000 SH SOLE 1400000 0 0 NEWS CORP CL A 65248E104 319586 13041665 SH SOLE 13041665 0 0 NEWS CORP CL B 65248E203 239430 9658335 SH SOLE 9658335 0 0 NOVACOPPER INC COM 66988K102 9890 4600000 SH SOLE 4600000 0 0 NOVAGOLD RES INC COM NEW 66987E206 117600 21000000 SH SOLE 21000000 0 0 ORACLE CORP COM 68389X105 424710 13500000 SH SOLE 13500000 0 0 ROVI CORP COM 779376102 59998 4134974 SH SOLE 4134974 0 0 SYCAMORE NETWORKS INC COM NEW 871206405 8175 530871 SH SOLE 530871 0 0 SYNERON MEDICAL LTD ORD SHS M87245102 39000 4000000 SH SOLE 4000000 0 0 THERAVANCE INC COM 88338T104 351179 13553800 SH SOLE 13553800 0 0 THERAVANCE INC NOTE 3.000% 1/1 88338TAA2 60690 51000000 PRN SOLE 51000000 0 0 VIASAT INC COM 92552V100 401835 10750000 SH SOLE 10750000 0 0