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Baupost Group Holdings Drop $300 Million
Nov 14, 2008

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Todd Sullivan

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Just files 13HR.. 
From the quarter ending June to the quarter ending Sept, Seth Klarman's Baupost Group stock holdings drop from $1.9 billion to $1.6 billion.

The number of issues held fell from 69 in June to 52 in September.
Of course there is no word whether or not this was redemption based or valuation based selling.
He did add to his position in News Corp. (NWS) buy 30% and did large scale buying in both Wellpoint (WLP) and United Health (UNH). Other than that, there as a whole lot of selling.
In this market it is hard to tell why anyone is doing anything. Note...there is no notice as to the level of cash holdings, this is not indicative of performance, just the value of stock holdings.

by Todd Sullivan (Value Plays)

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