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: 12/31/2012 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 2/13/2013 --------------------------------- --------------------------------- ---------- [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: 21 Form 13F Information Table Value Total: $ 3,097,470 -------------- (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 31984 8786700 SH SOLE 8786700 0 0 ALLIED NEVADA GOLD CORP COM 019344100 85977 2853550 SH SOLE 2853550 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 247100 7000000 SH SOLE 7000000 0 0 AVEO PHARMACEUTICALS INC COM 053588109 39468 4902850 SH SOLE 4902850 0 0 BP PLC SPONSORED ADR 055622104 455040 10927958 SH SOLE 10927958 0 0 CENTRAL PAC FINL CORP COM NEW 154760409 28062 1800000 SH SOLE 1800000 0 0 ENZON PHARMACEUTICALS INC COM 293904108 34775 7850368 SH SOLE 7850368 0 0 GENWORTH FINL INC COM CL A 37247D106 112650 15000000 SH SOLE 15000000 0 0 IDENIX PHARMACEUTICALS INC COM 45166R204 100418 20704700 SH SOLE 20704700 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 22874 1685666 SH SOLE 1685666 0 0 MICROSOFT CORP COM 594918104 53419 2000000 SH CALL SOLE 0 0 0 NEWS CORP CL A 65248E104 205251 8045888 SH SOLE 8045888 0 0 NEWS CORP CL B 65248E203 341661 13020612 SH SOLE 13020612 0 0 NOVACOPPER INC COM 66988K102 9060 5005298 SH SOLE 5005298 0 0 NOVAGOLD RES INC COM NEW 66987E206 97814 21688300 SH SOLE 21688300 0 0 ORACLE CORP COM 68389X105 347997 10444085 SH SOLE 10444085 0 0 ROVI CORP COM 779376102 63803 4134974 SH SOLE 4134974 0 0 SYNERON MEDICAL LTD ORD SHS M87245102 34680 4000000 SH SOLE 4000000 0 0 THERAVANCE INC COM 88338T104 301437 13553800 SH SOLE 13553800 0 0 THERAVANCE INC NOTE 3.000% 1/1 88338TAA2 56100 51000000 PRN SOLE 51000000 0 0 VIASAT INC COM 92552V100 427900 11000000 SH SOLE 11000000 0 0