Seth Klarman - Baupost Group
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q2 2007 | ≡ | HRZ - Horizon Lines Inc. | Reduce 28.77% | 187,000 | 0.63 | ≡ | INSP-OLD - InfoSpace Inc. | Reduce 36.81% | 534,862 | 1.29 | ≡ | UFS - Domtar Corp. | Reduce 47.20% | 5,900,000 | 3.41 | ≡ | GFN - General Finance Corp. | Reduce 48.54% | 261,485 | 0.21 | ≡ | CDS.U - Cold Spring Cap Inc. | Sell 100.00% | 2,332,050 | 1.72 | ≡ | HLS - Healthsouth Corp. | Sell 100.00% | 500,000 | 1.38 | ≡ | CRB - Courtside Acquisition Corp. | Sell 100.00% | 1,495,500 | 1.08 |
| Q1 2007 | ≡ | CORE - Core Mark Holding Co. Inc. | Reduce 5.65% | 101,200 | 0.12 | ≡ | MGAM-OLD - Multimedia Games Inc. | Reduce 5.67% | 84,700 | 0.13 | ≡ | INSP-OLD - InfoSpace Inc. | Reduce 17.11% | 300,000 | 1.01 | ≡ | OMN - Omnova Solutions | Reduce 23.19% | 1,679,146 | 1.20 | ≡ | HD - Home Depot | Reduce 31.82% | 700,000 | 3.37 | ≡ | HRZ - Horizon Lines Inc. | Reduce 35.16% | 352,400 | 1.51 | ≡ | HLS - Healthsouth Corp. | Reduce 50.00% | 500,000 | 1.38 | ≡ | NWSA - News Corp. | Reduce 53.05% | 2,223,600 | 6.73 | ≡ | MLS - Mills Corp. | Sell 100.00% | 5,071,500 | 13.42 | ≡ | APOL - Apollo Education Group Inc. | Sell 100.00% | 1,431,600 | 7.38 | ≡ | JAZ-OLD - Jazz Technologies Inc. | Sell 100.00% | 3,377,983 | 2.51 | ≡ | WIRE - Encore Wire Corp. | Sell 100.00% | 333,826 | 0.97 | ≡ | TRMM - TRM Corp. | Sell 100.00% | 1,353,000 | 0.38 | ≡ | EDA - Endeavor Acquisition Corp. | Sell 100.00% | 233,100 | 0.28 | ≡ | PYX - Pyxus International Inc. | Sell 100.00% | 138,470 | 0.13 |