13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 6/30/2010 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 form. 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 8/13/2010 --------------------------------- --------------------------------- ---------- [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: 18 Form 13F Information Table Value Total: $ 1,414,490 -------------- (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 ---------------------------- --------------- --------- -------- -------- --- ---- ---------- -------- -------- ------ ---- A D C TELECOMMUNICATIONS COM NEW 000886309 41959 5662469 SH SOLE 5662469 0 0 ALLIANCE ONE INTL INC COM 018772103 31328 8800000 SH SOLE 8800000 0 0 AUDIOVOX CORP CL A 050757103 7795 1060576 SH SOLE 1060576 0 0 BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 106776107 123782 8290839 SH SOLE 8290839 0 0 CAPITALSOURCE INC COM 14055X102 96525 20278400 SH SOLE 20278400 0 0 CAPITALSOURCE INC NOTE 7.250% 7/1 14055XAG7 38046 40048000 PRN SOLE 40048000 0 0 DOMTAR CORP COM NEW 257559203 89699 1825000 SH SOLE 1825000 0 0 ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 4182 265000 SH SOLE 265000 0 0 ENZON PHARMACEUTICALS INC COM 293904108 108373 10175898 SH SOLE 10175898 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 25954 1721066 SH SOLE 1721066 0 0 LIBERTY MEDIA CORP NEW LIB STAR COM A 53071M708 21888 422216 SH SOLE 422216 0 0 MULTIMEDIA GAMES INC COM 625453105 11700 2600000 SH SOLE 2600000 0 0 NEWS CORP CL A 65248E104 227838 19050000 SH SOLE 19050000 0 0 SOLAR CAP LTD COM 83413U100 38731 2010973 SH SOLE 2010973 0 0 SYNERON MEDICAL LTD ORD SHS M87245102 15420 1500000 SH SOLE 1500000 0 0 THERAVANCE INC COM 88338T104 163410 13000000 SH SOLE 13000000 0 0 THERAVANCE INC NOTE 3.000% 1/1 88338TAA2 43159 51000000 PRN SOLE 51000000 0 0 VIASAT INC COM 92552V100 324701 9972375 SH SOLE 9972375 0 0