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Highlighted Trade
In a 13G filing October 14th on InterMune, Inc. (NASDAQ: ITMN), Steven Cohen's hedge fund SAC Capital disclosed a
5.2%, or 3,372,002 share, stake in the company. This is up 466.58% from the
595,149 shares held at the end of the latest quarter ending June 30,
2011.For more notable holders of InterMune, Inc. stock click here. For more information on SAC Capital click here.
Baupost Group
Top Holdings
| Ticker | # of Shares | Price | Value | |
|---|---|---|---|---|
| BP | 13,740,950 | $41.74 | $573,547,253 | |
| HPQ | 20,750,000 | $25.44 | $527,880,000 | |
| VSAT | 10,499,992 | $46.68 | $490,139,627 | |
| NWSA | 21,041,665 | $17.40 | $366,124,971 | |
| THRX | 14,225,961 | $22.57 | $321,079,940 | |
| View Additional Portfolio Information » | ||||
Baupost Group is a $7+ billion investment group that has returned approximately 20% annually since inception. According to a March '07 New York Times article, the fund has posted declines in only 11 of the total 97 quarters since its debut.
The fund is run by Seth Klarman since 1983. Klarman is consider a deep value investor.
Notable Hedge Fund Trades
| Date | Company | Ticker | Fund | % | Base Price | Current | Gain | Disclosed $ | Gain Since Disclosed |
|---|---|---|---|---|---|---|---|---|---|
| 10/17/2011 | CLEARWIRE CORPORATION CLASS A | CLWR | Highside Capital | 6.51% | N/A | $2.03 | N/A | $1.42 | 43% |
| 10/31/2011 | MGIC Investment Corp. | MTG | Hayman Capital | 5% | N/A | $3.45 | N/A | $2.56 | 34.8% |
| 11/4/2011 | Brocade Communications Systems, Inc. NEW | BRCD | Elliott Associates | 5.86% | N/A | $5.06 | N/A | $4.61 | 9.8% |
| 11/30/2011 | Targacept, Inc. | TRGT | Baupost Group | 16.92% | N/A | $5.06 | N/A | $7.48 | -32.4% |
| 12/25/2011 | Ryland Group, Inc. | RYL | Citadel | 5.03% | N/A | $15.77 | N/A | $15.04 | 4.9% |
| 11/14/2011 | Par Pharmaceutical Cos., Inc. | PRX | Relational Investors | 8.71% | N/A | $32.89 | N/A | $29.01 | 13.4% |
| 11/10/2011 | URS Corp. | URS | Glenview Capital | 5.21% | N/A | $35.72 | N/A | $34.16 | 4.6% |
| 11/18/2011 | Right Now Technologies, Inc. | RNOW | GAMCO | 5.01% | N/A | $42.74 | N/A | $42.85 | -0.3% |
| 10/26/2011 | Netease.com | NTES | Lone Pine Capital | 5.45% | N/A | $44.54 | N/A | $47.40 | -6% |
| 10/18/2011 | Canadian Pacific Railway Ltd. | CP | Pershing Square Capital | 12.19% | N/A | $63.71 | N/A | $64.57 | -1.3% |
