13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 6/30/2012 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 submission. Persons Signing this Report on Behalf of Reporting Manager: Name: Scott A. Nathan Title: Chief Risk Officer Phone: (617) 210-8300 Signature, Place, and Date of Signing: /s/ Scott A. Nathan Boston, MA 8/13/2012 --------------------------------- --------------------------------- ---------- [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: 22 Form 13F Information Table Value Total: $ 3,836,200 -------------- (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 30,402 8,786,700 SH SOLE 8,786,700 0 0 ALLIED NEVADA GOLD CORP COM 019344100 143,420 5,053,550 SH SOLE 5,053,550 0 0 AVEO PHARMACEUTICALS INC COM 053588109 61,829 5,084,652 SH SOLE 5,084,652 0 0 BP PLC SPONSORED ADR 055622104 545,502 13,455,900 SH SOLE 13,455,900 0 0 CENTRAL PAC FINL CORP COM NEW 154760409 25,416 1,800,000 SH SOLE 1,800,000 0 0 ENZON PHARMACEUTICALS INC COM 293904108 61,836 9,000,878 SH SOLE 9,000,878 0 0 GENWORTH FINL INC COM CL A 37247D106 84,900 15,000,000 SH SOLE 15,000,000 0 0 HESS CORP COM 42809H107 43,450 1,000,000 SH SOLE 1,000,000 0 0 HEWLETT PACKARD CO COM 428236103 539,966 26,850,601 SH SOLE 26,850,601 0 0 IDENIX PHARMACEUTICALS INC COM 45166R204 102,800 10,000,000 SH SOLE 10,000,000 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 18,492 1,685,666 SH SOLE 1,685,666 0 0 MICROSOFT CORP COM 594918104 214,130 7,000,000 SH SOLE 7,000,000 0 0 NEWS CORP CL A 65248E104 335,279 15,041,665 SH SOLE 15,041,665 0 0 NEWS CORP CL B 65248E203 240,026 10,658,335 SH SOLE 10,658,335 0 0 NOVACOPPER INC COM 66988K102 6,332 3,150,318 SH SOLE 3,150,318 0 0 NOVAGOLD RES INC COM NEW 66987E206 84,480 16,000,000 SH SOLE 16,000,000 0 0 ORACLE CORP COM 68389X105 469,260 15,800,000 SH SOLE 15,800,000 0 0 SYCAMORE NETWORKS INC COM NEW 871206405 7,708 530,871 SH SOLE 530,871 0 0 SYNERON MEDICAL LTD ORD SHS M87245102 41,520 4,000,000 SH SOLE 4,000,000 0 0 THERAVANCE INC COM 88338T104 323,385 14,553,800 SH SOLE 14,553,800 0 0 THERAVANCE INC NOTE 3.000% 1/1 88338TAA2 54,251 51,000,000 PRN SOLE 51,000,000 0 0 VIASAT INC COM 92552V100 401,816 10,638,488 SH SOLE 10,638,488 0 0