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: 12/31/2009 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: Paul C. Gannon Title: Chief Financial Officer Phone: (617) 210-8300 Signature, Place, and Date of Signing: /s/ Paul C. Gannon Boston, MA 2/12/2010 --------------------------------- --------------------------------- ---------- [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: 20 Form 13F Information Table Value Total: $ 1,584,960 -------------- (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 42944 8800000 SH SOLE 8800000 0 0 AUDIOVOX CORP CL A 050757103 12743 1797286 SH SOLE 1797286 0 0 BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 106776107 89972 8495939 SH SOLE 8495939 0 0 CAPITALSOURCE INC COM 14055X102 80505 20278400 SH SOLE 20278400 0 0 CAPITALSOURCE INC SDCV 4.000% 7/1 14055XAE2 153864 168157000 PRN SOLE 168157000 0 0 CAPITALSOURCE INC NOTE 7.250% 7/1 14055XAG7 43589 48298000 PRN SOLE 48298000 0 0 CIT GROUP INC COM NEW 125581801 71294 2582186 SH SOLE 2582186 0 0 DIRECTV COM CL A 25490A101 53943 1617471 SH SOLE 1617471 0 0 DOMTAR CORP COM NEW 257559203 160689 2900000 SH SOLE 2900000 0 0 ENZON PHARMACEUTICALS INC COM 293904108 85108 8082400 SH SOLE 8082400 0 0 FACET BIOTECH CORP SHS 30303Q103 61546 3506875 SH SOLE 3506875 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 22071 1721066 SH SOLE 1721066 0 0 LIBERTY MEDIA CORP NEW LIB STAR COM A 53071M708 19485 422216 SH SOLE 422216 0 0 MULTIMEDIA GAMES INC COM 625453105 15626 2600000 SH SOLE 2600000 0 0 NEWS CORP CL A 65248E104 334721 24450000 SH SOLE 24450000 0 0 SAPPHIRE INDUSTRIALS CORP *W EXP 01/17/201 80306T117 270 2250000 SH SOLE 2250000 0 0 SYNERON MEDICAL LTD ORD SHS M87245102 15675 1500000 SH SOLE 1500000 0 0 THERAVANCE INC COM 88338T104 132007 10100000 SH SOLE 10100000 0 0 THERAVANCE INC NOTE 3.000% 1/1 88338TAA2 32681 41500000 PRN SOLE 41500000 0 0 VIASAT INC COM 92552V100 156227 4915901 SH SOLE 4915901 0 0