Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
Q1  2008
LIA - Liberty Acquisition Holdings Corp. Buy 987,400 0.56
BPW - BPW Acquisition Corp. Buy 573,900 0.34
PDLI - PDL BioPharma Inc. Buy 461,600 0.30
IPHS - Innophos Holdings Inc. Buy 108,435 0.11
MDRX - Allscripts Healthcare Solutions Buy 172,800 0.11
CTCM - CTC Media Inc. Buy 29,773 0.05
NLX - OVERTURE ACQUISITION Corp. Buy 74,400 0.04
Q4  2007
SLM - SLM Corp. Add 1448.55% 57,350,510 23.54
HRZ - Horizon Lines Inc. Add 349.02% 2,931,800 3.12
ITRN - Ituran Location & Control Ltd. Add 117.80% 660,162 0.42
ACMR-OLD - AC Moore Arts & Crafts Inc. Add 108.67% 1,171,764 0.92
FAF - First Amer'n Corp. Add 55.05% 780,627 1.52
MGAM-OLD - Multimedia Games Inc. Add 31.02% 482,384 0.23
ELOS - Syneron Medical Ltd. Add 15.22% 350,000 0.27
UFS - Domtar Corp. Add 12.09% 2,297,200 0.50
INSP-OLD - InfoSpace Inc. Add 2.79% 22,113 0.02
LINE - Linn Energy LLC Buy 4,125,000 5.89
APL - Atlas Pipeline Partners LP Buy 1,661,363 4.06
DSP - SP Acquisition Holdings Inc. Buy 4,000,000 2.10
HEK - Heckmann Corp. Buy 5,000,000 2.10
TOH - Hicks Acquisition Co. I Inc. Buy 3,500,000 1.83
GACQ-OLD - Global Consumer Acquisition Corp. Buy 2,963,000 1.68
NAQ - NRDC Acquisition Corp. Buy 2,700,000 1.41
TCW - Triplecrown Acquisition Corp. Buy 2,600,000 1.35
PAX - Prospect Acquisition Corp. Buy 2,500,000 1.30
EPE - Enterprise GP Holdings LP Buy 536,910 1.13
CLA-OLD - Capitol Acquisition Corp. Buy 2,100,000 1.08
OOO - Global BPO SVCS Corp. Buy 2,500,000 1.03
AHD - Atlas Pipeline Holdings LP Buy 477,778 0.74
PYX - Pyxus International Inc. Buy 3,060,832 0.71
EST - Enterprise Acquisition Corp. Buy 1,250,000 0.65
BBEP - Breitburn Energy Partners LP Buy 355,805 0.59
VOXX - VOXX International Corp. Buy 520,468 0.37
HIA - Highlands Acquisition Corp. Buy 525,000 0.27
GPH - Golden Pond Healthcare Inc. Buy 633,000 0.26
TMI - TM Entertainment & Media Inc. Buy 625,000 0.26
IAN - Inter-Atlantic Financial Inc. Buy 575,000 0.24
TGY.U - TREMISIS EGY ACQ Corp. II Buy 325,000 0.15
SHIP - Seanergy Maritime Corp. Buy 312 0.13
TTY - 2020 ChinaCap Acquirco Inc. Buy 307,000 0.13
POR - Portland General Electric Co. Buy 32,232 0.05
Q3  2007
NWSA - News Corp. Add 210.63% 4,145,500 9.58
UFS - Domtar Corp. Add 187.88% 12,400,000 5.34
HRZ - Horizon Lines Inc. Add 81.43% 377,000 1.21
FRH - Freedom Acquisition Holdings Inc. Add 55.56% 1,000,000 1.18
FAF - First Amer'n Corp. Add 40.98% 412,173 1.59
ELOS - Syneron Medical Ltd. Add 18.99% 367,064 0.91
MGAM-OLD - Multimedia Games Inc. Add 18.82% 246,295 0.22
CORE - Core Mark Holding Co. Inc. Add 6.35% 107,260 0.10
AROC - Archrock Inc. Buy 960,667 8.11
BR - Broadridge Financial Solutions Buy 2,237,000 4.45
ACMR-OLD - AC Moore Arts & Crafts Inc. Buy 1,078,236 1.79
AMV-OLD - Alternative Asset Management Acquisition Corp. Buy 1,500,000 1.39
AII - Aldabra 2 Acquisition Corp. Buy 1,200,000 1.16
EVRI - Everi Holdings Inc. Buy 850,000 0.82
ITRN - Ituran Location & Control Ltd. Buy 560,407 0.71
MBH - MBF Healthcare Acquisition Corp. Buy 575,000 0.46
KHA - KBL Healthcare Acquisition Corp. Buy 410,000 0.31
Q2  2007
PRTS - CarParts.com Inc. Add 60.56% 366,600 0.36
ACUS - Acusphere Inc. Add 28.99% 584,484 0.13
ELOS - Syneron Medical Ltd. Add 28.86% 432,936 1.12
OMN - Omnova Solutions Add 13.33% 741,088 0.46
SLM - SLM Corp. Add 8.86% 979,300 2.09
MAQ - Marathon Acquisition Corp. Add 8.20% 400,000 0.33
HTX - Hutchison Telecommunications International Ltd. Add 1.67% 4,800 0.01
FAF - First Amer'n Corp. Buy 1,005,800 5.16
UCO-OLD - Universal Compression Holdings Inc. Buy 2,597,864 4.88
SCHS - School Specialty Buy 1,018,893 3.74
BUS - Columbus Acquisition Corp. Buy 750,000 0.58
MEJ - Santa Monica Media Corp. Buy 750,000 0.58
HC - Hanover Compressor Buy 225,438 0.56
VTG - Vantage Energy Services Inc. Buy 675,000 0.53
VRY - Victory Acquisition Corp. Buy 400,000 0.39
Q1  2007
MAQ - Marathon Acquisition Corp. Add 55.82% 1,747,239 1.75
HAC - Harbor Acquisition Corp. Add 11.08% 165,900 0.12
SLM - SLM Corp. Buy 11,052,100 21.16
UFS - Domtar Corp. Buy 12,500,000 7.62
FRH - Freedom Acquisition Holdings Inc. Buy 1,800,000 2.26
HTX - Hutchison Telecommunications International Ltd. Buy 287,300 1.15
TVH.U - Media & Entertainment Holdings Inc. unit Buy 725,000 0.76
OKN.U - Oceanaut Inc. Unit Buy 625,000 0.64
USQ - Union Street Acquisition Corp. Buy 625,000 0.60
III - Information Services Group Inc. Buy 500,000 0.49
CPBR - ClearPoint Business Resources Inc. Buy 576,700 0.46
PRTS - CarParts.com Inc. Buy 605,400 0.43