UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13f Cover Page
Report for the Calendar Year or Quarter Ended: March 31, 2000
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, May 12, 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: $843,343
(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 HLDS INC COM 026075101 14,507 1,202,644 SH SOLE N/A 1,202,644
BRUNSWICK CORP COM 117043109 7,102 375,000 SH SOLE N/A 375,000
CBL & ASSOC PPTYS INC COM 124830100 423 20,712 SH SOLE N/A 20,712
CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC 130209604 2,667 1,641,400 SH SOLE N/A 1,641,400
CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG 130209703 1,529 1,304,600 SH SOLE N/A 1,304,600
CHEMFIRST INC COM 16361A106 14,187 729,900 SH SOLE N/A 729,900
COAST FEDERAL LITIGATION TR RT 19034Q110 1,786 1,298,600 SH SOLE N/A 1,298,600
COHOES BANCORP INC COM 192513109 3,214 323,400 SH SOLE N/A 323,400
EMPIRE FED BANCORP INC COM 291657104 930 84,500 SH SOLE N/A 84,500
GALILEO INTERNATIONAL INC COM 363547100 21,755 904,100 SH SOLE N/A 904,100
GOLDEN ST BANCORP INC WT EXP 000000 381197136 17,950 13,358,421 SH SOLE N/A 13,358,421
GREENE COUNTY BANCORP INC COM 394357107 86 11,000 SH SOLE N/A 11,000
GLOBAL-TECH APPLIANCES INC ORD G39320109 6,843 1,190,000 SH SOLE N/A 1,190,000
HARCOURT GEN INC COM 41163G101 37,842 1,015,900 SH SOLE N/A 1,015,900
HOMESTEAD VLG INC COM 437851108 3,800 1,192,300 SH SOLE N/A 1,192,300
HUDSON CITY BANCORP COM 443683107 106,914 7,310,375 SH SOLE N/A 7,310,375
HUTTIG BLDG PRODS INC COM 448451104 10,284 2,285,320 SH SOLE N/A 2,285,320
IVEX PACKAGING CORP DEL COM 465855104 7,487 990,000 SH SOLE N/A 990,000
KLAMATH FIRST BANCORP INC COM 49842P103 3,791 361,000 SH SOLE N/A 361,000
LNR PPTY CORP COM 501940100 39,724 2,083,900 SH SOLE N/A 2,083,900
LIBERTY BANCORP INC N J COM 529905101 195 30,000 SH SOLE N/A 30,000
LUCENT TECHNOLOGIES INC COM 549463107 22,599 364,500 PUT SOLE N/A 364,500
M & F WORLDWIDE CORP COM 552541104 2,196 501,900 SH SOLE N/A 501,900
MFC BANCORP LTD COM 55271X103 7,907 1,090,650 SH SOLE N/A 1,090,650
MONY GROUP INC COM 615337102 17,080 528,600 SH SOLE N/A 528,600
NEUROGEN CORP COM 64124E106 11,038 357,500 SH SOLE N/A 357,500
NORTEL NETWORKS CORP COM 656569100 1,908 2,151 SH SOLE N/A 2,151
OCTEL CORP COM 675727101 20,339 2,086,000 SH SOLE N/A 2,086,000
OGDEN CORP COM 676346109 16,906 1,416,200 SH SOLE N/A 1,416,200
OMEGA WORLDWIDE INC COM 68210B108 2,861 654,000 SH SOLE N/A 654,000
OMNOVA SOLUTIONS INC COM 682129101 8,125 1,444,400 SH SOLE N/A 1,444,400
PACTIV CORP COM 695257105 84,661 9,675,550 SH SOLE N/A 9,675,550
PALM INC COM 696642107 8,975 200,000 PUT SOLE N/A 200,000
PALM INC COM 696642107 8,975 200,000 CALL SOLE N/A 200,000
SEAGATE TECHNOLOGY COM 811804103 88,308 1,465,700 SH SOLE N/A 1,465,700
SECURITY CAP GROUP INC CL A 81413P105 29,784 49,640 SH SOLE N/A 49,640
SECURITY CAP GROUP INC CL B 81413P204 23,019 1,594,400 SH SOLE N/A 1,594,400
SECURITY CAP U S RLTY SPONSORED ADR 814136206 23,567 1,428,333 SH SOLE N/A 1,428,333
SMUCKER J M CO CL B 832696207 365 25,500 SH SOLE N/A 25,500
SOLUTIA INC COM 834376105 43,031 3,217,300 SH SOLE N/A 3,217,300
SONESTA INTL HOTELS CORP CL A 835438409 95 11,902 SH SOLE N/A 11,902
SOUND FED BANCORP COM 83607T109 2,776 326,600 SH SOLE N/A 326,600
SYVLAN LEARNING SYS INC COM 871399101 19,661 1,233,600 SH SOLE N/A 1,233,600
TELEGLOBE INC COM 87941V100 13,750 500,000 PUT SOLE N/A 500,000
TENNECO AUTOMOTIVE INC COM 880349105 18,292 2,304,510 SH SOLE N/A 2,304,510
THERMEDICS INC COM 883901100 2,105 257,100 SH SOLE N/A 257,100
3COM CORP COM 885535104 7,602 136,664 SH SOLE N/A 136,664
UNITEDGLOBALCOM CL A 913247508 10,937 145,700 SH SOLE N/A 145,700
VENTAS INC COM 92276F100 26,977 8,143,946 SH SOLE N/A 8,143,946
WALTER INDS INC COM 93317Q105 10,232 1,320,200 SH SOLE N/A 1,320,200
WEST ESSEX BANCORP COM 952698108 2,225 247,200 SH SOLE N/A 247,200
WILLOW GROVE BANCORP INC COM 97111E101 777 91,400 SH SOLE N/A 91,400
WORONOCO BANCORP INC COM 981630106 3,254 338,100 SH SOLE N/A 338,100
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