Baupost 13F 4Q09 vs 1Q10

Stock Shares Held - 12/31/2009 Shares Held - 03/31/2010 Change in shares % Change in Shares
ADCT 0 5,000,000 5,000,000 New
AOI 8,800,000 8,800,000 0 0.00%
BBEP 8,495,939 8,495,939 0 0.00%
CIT 2,582,186 0 (2,582,186) -100.00%
CSE PRN 48,298,000 48,298,000 0 0.00%
CSE 20,278,400 20,278,400 0 0.00%
DTV 1,617,471 1,617,471 0 0.00%
ELOS 1,500,000 1,500,000 0 0.00%
ENZN 8,082,400 9,203,100 1,120,700 13.87%
FACT 3,506,875 2,000,000 (1,506,875) -42.97%
FYR-WT 2,250,000 0 (2,250,000) -100.00%
ITRN 1,721,066 1,721,066 0 0.00%
LSTZA 422,216 422,216 0 0.00%
MGAM 2,600,000 2,600,000 0 0.00%
NWSA 24,450,000 23,140,000 (1,310,000) -5.36%
SLRC 0 2,010,973 2,010,973 New
THRX PRN 41,500,000 51,000,000 9,500,000 22.89%
THRX 10,100,000 13,000,000 2,900,000 28.71%
UFS 2,900,000 2,676,927 (223,073) -7.69%
VOXX 1,797,286 1,713,686 (83,600) -4.65%
VSAT 4,915,901 8,706,700 3,790,799 77.11%