13F-HR 1 filing0301tosend.txt 3/31/01 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13f Cover Page Report for the Calendar Year or Quarter Ended: March 31, 2001 If amended report check here: |_|; Amendment Number: This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Name of Institutional Investment Manager Filing this Report: Name: The Baupost Group, L.L.C. Business Address: 44 Brattle Street, 5th Floor P.O. Box 389125 Cambridge, MA 02238-9125 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, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Paul C. Gannon Title: Chief Financial Officer Phone: 617-497-6680 Signature, Place and Date of Signing: /s/ Paul C. Gannon Paul C. Gannon, Cambridge, Massachusetts, May 14, 2001 Report Type: [ X ] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 46 Form 13F Information Table Value Total: $648,608 (thousands) List of Other Included Managers: Name and 13F file numbers of ALL Institutional Investment Managers with respect to which this schedule is filed (other than the one filing this report): (List in alphabetical order). NONE Form 13F INFORMATION TABLE TITLE SHARES OR NAME OF ISSUER OF CUSIP VALUE PRINCIPAL TYPE INVSTMNT OTHER VOTING CLASS (x$1000) AMOUNT DISCRTN MNGRS AUTHORITY ----------------------------------------------------------------------------------------------------------------------------------- ADVANCE FINL BANCORP COM 007437106 216 20,000 SH SOLE N/A 20,000 AMCOL INTL CORP COM 02341W103 5,490 1,372,450 SH SOLE N/A 1,372,450 AT & T CDA INC DEPS RCPT CL B 00207Q202 51,799 1,770,900 SH SOLE N/A 1,770,900 AT&T CORP COM 001957109 393 18,460 SH SOLE N/A 18,460 AT&T CORP COM 001957109 20,022 940,000 CALL SOLE N/A 940,000 AT&T CORP COM WIRLES GRP 001957406 24,963 1,301,500 SH SOLE N/A 1,301,500 BANK UTD CORP LITIGATN CONT TR RT CONTINGENT 065416117 359 1,435,000 SH SOLE N/A 1,435,000 CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC 130209604 3,960 1,980,100 SH SOLE N/A 1,980,100 CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG 130209703 1,225 1,633,200 SH SOLE N/A 1,633,200 CBL & ASSOC PPTYS INC COM 124830100 553 20,777 SH SOLE N/A 20,777 COAST FEDERAL LITIGATION TR RT 19034Q110 2,565 2,735,500 SH SOLE N/A 2,735,500 DIME BANCORP INC NEW WT EXP 000002 25429Q110 2,967 12,660,618 SH SOLE N/A 12,660,618 EMPIRE FED BANCORP INC COM 291657104 258 19,500 SH SOLE N/A 19,500 EVOLVE SOFTWARE INC COM 30049P104 68 23,810 SH SOLE N/A 23,810 FIRST FED BANCSHARES INC DEL COM 32021B103 143 10,000 SH SOLE N/A 10,000 GC COS INC COM 36155Q109 2,037 913,300 SH SOLE N/A 913,300 GENTIVA HEALTH SERVICES INC COM 37247A102 15,537 815,033 SH SOLE N/A 815,033 GLOBAL-TECH APPLIANCES INC ORD G39320109 3,987 853,800 SH SOLE N/A 853,800 GOLDEN ST BANCORP INC WT EXP 000000 381197136 22,328 17,011,621 SH SOLE N/A 17,011,621 GP STRATEGIES CORP COM 36225V104 165 41,500 SH SOLE N/A 41,500 GRACE W R & CO DEL NEW COM 38388F108 12,197 5,303,200 SH SOLE N/A 5,303,200 HOLLINGER INTL INC CL A 435569108 874 61,100 SH SOLE N/A 61,100 HUDSON CITY BANCORP COM 443683107 56,453 2,849,375 SH SOLE N/A 2,849,375 HUTTIG BLDG PRODS INC COM 448451104 10,694 2,564,620 SH SOLE N/A 2,564,620 METHODE ELECTRS INC CL A 591520200 354 19,737 SH SOLE N/A 19,737 NATIONAL HEALTH INVS INC COM 63633D104 25,077 2,156,200 SH SOLE N/A 2,156,200 NATIONAL HEALTH INVS INC SR SB CV DEB 06 63633DAD6 2,243 2,243,000 SH SOLE N/A 2,243,000 OCTEL CORP COM 675727101 24,720 2,131,000 SH SOLE N/A 2,131,000 OLYMPIC STEEL INC COM 68162K106 747 323,100 SH SOLE N/A 323,100 OMEGA WORLDWIDE INC COM 68210B108 1,594 654,000 SH SOLE N/A 654,000 OMNOVA SOLUTIONS INC COM 682129101 44,184 6,654,225 SH SOLE N/A 6,654,225 PORT FINL CORP COM 734119100 12,958 710,000 SH SOLE N/A 710,000 RADVISION LTD ORD M81869105 535 77,100 SH SOLE N/A 77,100 ROHN INDS INC COM 775381106 1,715 427,000 SH SOLE N/A 427,000 RYERSON TULL INC NEW COM 78375P107 24,825 2,470,100 SH SOLE N/A 2,470,100 SECURITY CAP GROUP INC CL A 81413P105 50,881 49,640 SH SOLE N/A 49,640 SECURITY CAP GROUP INC CL B 81413P204 149,149 7,187,883 SH SOLE N/A 7,187,883 SENIOR HSG PPTYS TR SH BEN INT 81721M109 3,929 348,600 SH SOLE N/A 348,600 SONESTA INTL HOTELS CORP CL A 835438409 109 11,902 SH SOLE N/A 11,902 SOUTHERN BANC INC COM 842233108 303 30,500 SH SOLE N/A 30,500 VENTAS INC COM 92276F100 36,464 4,289,846 SH SOLE N/A 4,289,846 WABTEC CORP COM 929740108 9,263 729,370 SH SOLE N/A 729,370 WALTER INDS INC COM 93317Q105 7,020 816,300 SH SOLE N/A 816,300 WEST ESSEX BANCORP COM 952698108 3,358 264,700 SH SOLE N/A 264,700 WILLOW GROVE BANCORP INC COM 97111E101 1,311 107,000 SH SOLE N/A 107,000 WYNDHAM INTL INC CL A 983101106 8,616 4,045,300 SH SOLE N/A 4,045,300