by Glenn Busch
November 14, 2011
BP plc (BP) and Hewlett-Packard (HPQ) are the top two equity holdings for the Baupost Group. BP plc was already a holding of theirs but Baupost has added to their position making BP their top equity holding. Helwett-Packard is a brand new position and their second largest holding.
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by Glenn Busch
August 15, 2011
Seth Klarman and Baupost have joined many other value investors and started a brand new and large position in Microsoft (MSFT). Baupost’s stock holdings are much smaller in regards to its credit holdings so it is significant that Microsoft accounts for over 13% of their equity holdings.
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