UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13f Cover Page
Report for the Calendar Year or Quarter Ended: December 31, 1999
If amended report check here: |_|; Amendment Number:
This Amendment (Check only one): |_| is a restatement
|_| adds new holding entries.
Name of Institutional Investment Manager Filing this Report:
Name: The Baupost Group, L.L.C.
Business Address: 44 Brattle Street, 5th Floor
P.O. Box 389125
Cambridge, MA 02239-9125
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, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Paul C. Gannon
Title: Chief Financial Officer
Phone: 617-497-6680
Signature, Place and Date of Signing:
/s/ Paul C. Gannon
Paul C. Gannon, Cambridge, Massachusetts, February 11, 2000
Report Type:
[ X ] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 53
Form 13F Information Table Value Total: $695,040
(thousands)
List of Other Included Managers:
Name and 13F file numbers of ALL Institutional Investment Managers with respect
to which this schedule is filed (other than the one filing this report): (List
in alphabetical order).
NONE
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Form 13F INFORMATION TABLE
TITLE SHARES OR
NAME OF ISSUER OF CUSIP VALUE PRINCIPAL TYPE INVSTMNT OTHER VOTING
CLASS (x$1000) AMOUNT DISCRTN MNGRS AUTHORITY
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<S> <C> <C> <C> <C> <C> <C> <C> <C>
AMERICAN FINL HLDGS INC COM 026075101 13,789 1,097,644 SH SOLE N/A 1,097,644
BOEING CO COM 097012105 2,072 50,000 PUT SOLE N/A 50,000
CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC 130209604 2,240 1,629,400 SH SOLE N/A 1,629,400
CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG 130209703 978 1,304,600 SH SOLE N/A 1,304,600
CAPITOL FED FINL COM 14057C106 15,532 1,593,037 SH SOLE N/A 1,593,037
CBL & ASSOC PPTYS INC COM 124830100 427 20,695 SH SOLE N/A 20,695
CHEMFIRST INC COM 16361A106 31,528 1,441,300 SH SOLE N/A 1,441,300
COAST FEDERAL LITIGATION TR RT 19034Q110 1,657 1,104,400 SH SOLE N/A 1,104,400
EBAY INC COM 278642103 6,259 50,000 PUT SOLE N/A 50,000
EMPIRE FED BANCORP INC COM 291657104 982 84,500 SH SOLE N/A 84,500
GENERAL ELEC CO COM 369604103 31,739 205,100 PUT SOLE N/A 205,100
GENZYME CORP COM SURG PRODS 372917609 8,478 1,458,583 SH SOLE N/A 1,458,583
GLOBAL-TECH APPLIANCES INC ORD G39320109 9,734 1,415,800 SH SOLE N/A 1,415,800
GOLDEN ST BANCORP INC WT EXP 000000 381197136 11,514 13,158,421 SH SOLE N/A 13,158,421
GREENE COUNTY BANCORP INC COM 394357107 96 11,000 SH SOLE N/A 11,000
HARCOURT GEN INC COM 41163G101 46,042 1,143,900 SH SOLE N/A 1,143,900
HOMESTEAD VLG INC COM 437851108 1,812 852,700 SH SOLE N/A 852,700
HUDSON CITY BANCORP COM 443683107 85,362 6,352,500 SH SOLE N/A 6,352,500
HUTTIG BLDG PRODS INC COM 448451104 4,249 860,600 SH SOLE N/A 860,600
KLAMATH FIRST BANCORP INC COM 49842P103 2,749 231,500 SH SOLE N/A 231,500
LIBERTY BANCORP INC N J COM 529905101 180 30,000 SH SOLE N/A 30,000
LNR PPTY CORP COM 501940100 41,473 2,086,700 SH SOLE N/A 2,086,700
LUCENT TECHNOLOGIES INC COM 549463107 15,000 200,000 PUT SOLE N/A 2,116,700
MAKER COMMUNICATIONS INC COM 560875106 572 13,382 SH SOLE N/A 13,382
MAXWELL SHOE INC CL A 577766108 477 59,600 SH SOLE N/A 59,600
MFC BANCORP LTD COM 55271X103 9,763 1,100,050 SH SOLE N/A 1,100,050
MICROSTRATEGY INC CL A 594972101 4,200 40,000 PUT SOLE N/A 40,000
MONY GROUP INC COM 615337102 4,617 158,200 SH SOLE N/A 158,200
NAVIGANT INTL INC COM 63935R108 5,588 478,121 SH SOLE N/A 478,121
NEIMAN MARCUS GROUP INC CL B 640204301 3,801 141,098 SH SOLE N/A 141,098
NEUROGEN CORP COM 64124E106 9,892 599,500 SH SOLE N/A 599,500
OCTEL CORP COM 675727101 21,642 2,086,000 SH SOLE N/A 2,086,000
OGDEN CORP COM 676346109 10,535 882,500 SH SOLE N/A 882,500
OMEGA WORLDWIDE INC COM 68210B108 3,045 654,000 SH SOLE N/A 654,000
OMNOVA SOLUTIONS INC COM 682129101 11,608 1,497,800 SH SOLE N/A 1,497,800
PACTIV CORP COM 695257105 82,324 7,748,150 SH SOLE N/A 7,748,150
SECURITY CAP GROUP INC CL A 81413P105 20,397 32,898 SH SOLE N/A 32,898
SECURITY CAP GROUP INC CL B 81413P204 7,985 638,800 SH SOLE N/A 638,800
SECURITY CAP U S RLTY SPONSORED ADR 814136206 10,115 719,300 SH SOLE N/A 719,300
SOLUTIA INC COM 834376105 14,238 922,300 SH SOLE N/A 922,300
SONESTA INTL HOTELS CORP CL A 835438409 91 11,902 SH SOLE N/A 11,902
SOUND FED BANCORP COM 83607T109 2,675 293,100 SH SOLE N/A 293,100
STAGE STORES INC COM 85254C107 1,613 697,600 SH SOLE N/A 697,600
STEWART ENTERPRISES INC CL A 860370105 30,832 6,490,875 SH SOLE N/A 6,490,875
TELEDYNE TECHNOLOGIES INC COM 879360105 3,501 371,000 SH SOLE N/A 371,000
TENNECO AUTOMOTIVE INC COM 880349105 21,461 2,304,510 SH SOLE N/A 2,304,510
THERMEDICS INC COM 883901100 850 156,300 SH SOLE N/A 156,300
UCAR INTL INC COM 90262K109 22,877 1,284,300 SH SOLE N/A 1,284,300
VENTAS INC COM 92276F100 30,646 7,318,446 SH SOLE N/A 7,318,446
WALTER INDS INC COM 93317Q105 20,591 1,904,400 SH SOLE N/A 1,904,400
WEST ESSEX BANCORP COM 952698108 2,097 223,700 SH SOLE N/A 223,700
WILLOW GROVE BANCORP INC COM 97111E101 616 68,900 SH SOLE N/A 68,900
WORONOCO BANCORP INC COM 981630106 2,499 258,000 SH SOLE N/A 258,000
TOTAL REPORT 695,040
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