UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13f Cover Page
Report for the Calendar Year or Quarter Ended: June 30, 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, August 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: 64
Form 13F Information Table Value Total: $1,021,865
(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>
AT&T CORP COM 001957109 88,850 2,809,500 SH SOLE N/A 2,809,500
AMCOL INTL CORP COM 02341W103 4,268 1,707,350 SH SOLE N/A 1,707,350
AMERICAN FINL HLDGS INC COM 026075101 20,362 1,282,644 SH SOLE N/A 1,282,644
BCE INC COM 05534B109 4,799 202,500 SH SOLE N/A 202,500
BAY ST BANCORP INC. COM 072611106 698 32,100 SH SOLE N/A 32,100
BRUNSWICK CORP COM 117043109 14,348 866,300 SH SOLE N/A 866,300
CBL & ASSOC PPTYS INC COM 124830100 517 20,729 SH SOLE N/A 20,729
CFS BANCORP INC COM 12525D102 92 10,000 SH SOLE N/A 10,000
CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC 130209604 2,553 1,701,700 SH SOLE N/A 1,701,700
CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG 130209703 856 1,304,600 SH SOLE N/A 1,304,600
COAST FEDERAL LITIGIATION TR RT 19034Q110 2,468 1,518,800 SH SOLE N/A 1,518,800
COHOES BANCORP INC COM 192513109 4,653 338,400 SH SOLE N/A 338,400
CRESTLINE CAP CORP COM 226153104 5,545 325,000 SH SOLE N/A 325,000
EMPIRE FED BANCORP INC COM 291657104 998 84,500 SH SOLE N/A 84,500
FARM FAMILY HLDGS INC COM 307901108 507 16,400 SH SOLE N/A 16,400
FIRST FED BANCSHARES ARK INC COM 32020F105 308 20,900 SH SOLE N/A 20,900
FIRST SECURITYFED FINL INC COM 336392105 290 22,500 SH SOLE N/A 22,500
GENTIVA HEALTH SERVICES INC COM 37247A102 7,317 900,533 SH SOLE N/A 900,533
GOLDEN ST BANCORP INC WT EXP 000000 381197136 15,710 13,964,721 SH SOLE N/A 13,964,721
GREENE COUNTY BANCORP INC COM 394357107 85 11,000 SH SOLE N/A 11,000
HERBALIFE INTL INC CL A 426908208 1,501 171,500 SH SOLE N/A 171,500
HERBALIFE INTL INC CL B 426908307 2,949 374,500 SH SOLE N/A 374,500
HOLLINGER INTL INC COM 435569108 3,563 261,500 SH SOLE N/A 261,500
HUDSON CITY BANCORP COM 443683107 123,795 7,255,375 SH SOLE N/A 7,255,375
HUDSON RIV BANCORP INC COM 444128102 3,257 274,300 SH SOLE N/A 274,300
HUTTIG BLDG PRODS INC COM 448451104 10,505 2,546,620 SH SOLE N/A 2,546,620
IHOP CORP COM 449623107 25,550 1,525,400 SH SOLE N/A 1,525,400
IVEX PACKAGING CORP DEL COM 465855104 9,519 855,600 SH SOLE N/A 855,600
KLAMATH FIRST BANCORP INC COM 49842P103 4,236 361,000 SH SOLE N/A 361,000
LNR PPTY CORP COM 501940100 38,930 1,996,400 SH SOLE N/A 1,996,400
LIBERTY BANCORP INC N J COM 529905101 199 30,000 SH SOLE N/A 30,000
M & F WORLDWIDE CORP COM 552541104 2,823 501,900 SH SOLE N/A 501,900
MFC BANCORP LTD COM 55271X103 7,570 1,009,350 SH SOLE N/A 1,009,350
MEDIAONE GROUP INC COM 58440J104 20,358 307,000 SH SOLE N/A 307,000
NATIONAL HEALTH INVS INC COM 63633D104 220 20,000 SH SOLE N/A 20,000
NEUROGEN CORP COM 64124E106 10,323 357,500 SH SOLE N/A 357,500
OCTEL CORP COM 675727101 16,297 2,086,000 SH SOLE N/A 2,086,000
OGDEN CORP COM 676346109 21,151 2,350,100 SH SOLE N/A 2,350,100
OMEGA WORLDWIDE INC COM 68210B108 2,371 654,000 SH SOLE N/A 654,000
OMNOVA SOLUTIONS INC COM 682129101 13,888 2,222,000 SH SOLE N/A 2,222,000
PACTIV CORP COM 695257105 54,499 6,920,550 SH SOLE N/A 6,920,550
PORT FINL CORP COM 734119100 9,851 710,000 SH SOLE N/A 710,000
RYERSON TULL INC NEW COM 78375P107 219 21,100 SH SOLE N/A 21,100
SEAGATE TECHNOLOGY COM 811804103 146,086 2,656,100 SH SOLE N/A 2,656,100
SECURITY CAP U S RLTY SPONSORED ADR 814136206 54,422 3,023,433 SH SOLE N/A 3,023,433
SECURITY CAP GROUP INC CL A 81413P105 41,027 49,640 SH SOLE N/A 49,640
SECURITY CAP GROUP INC CL B 81413P204 27,105 1,594,400 SH SOLE N/A 1,594,400
SMUCKER J M CO CL B 832696207 2,334 124,500 SH SOLE N/A 124,500
SOLUTIA INC COM 834376105 71,292 5,184,900 SH SOLE N/A 5,184,900
SONESTA INTL HOTELS CORP CL A 835438409 99 11,902 SH SOLE N/A 11,902
SOUND FEDERAL BANCORP COM 83607T109 2,694 326,600 SH SOLE N/A 326,600
SYMS CORP COM 871551107 429 109,000 SH SOLE N/A 109,000
THERMO ELECTRON CORP COM 883556102 9,299 441,495 SH SOLE N/A 441,495
3COM CORP COM 885535104 9,412 163,328 SH SOLE N/A 163,328
VENTAS INC COM 92276F100 26,217 8,224,946 SH SOLE N/A 8,224,946
VERITAS SOFTWARE CO COM 923436109 1,201 10,625 SH SOLE N/A 10,625
WABTEC CORP COM 929740108 11,645 1,122,400 SH SOLE N/A 1,122,400
WALTER INDS INC COM 93317Q105 18,411 1,609,700 SH SOLE N/A 1,609,700
WEST ESSEX BANCORP COM 952698108 2,432 264,700 SH SOLE N/A 264,700
WILLOW GROVE BANCORP INC COM 97111E101 1,070 107,000 SH SOLE N/A 107,000
WORONOCO BANCORP INC COM 981630106 4,708 443,100 SH SOLE N/A 443,100
GLOBAL-TECH APPLIANCES INC COM G39320109 5,254 1,064,000 SH SOLE N/A 1,064,000
LUCENT TECHNOLOGIES INC COM 549463107 21,255 364,500 PUT SOLE N/A 364,500
PALM INC COM 696642107 6,675 200,000 PUT SOLE N/A 200,000
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