UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13f Cover Page
Report for the Calendar Year or Quarter Ended: September 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, November 13, 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: 62
Form 13F Information Table Value Total: $1,178,803
(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>
PALM INC COM 696642107 5,294 100,000 PUT SOLE N/A 100,000
AT&T CORP COM 001957109 80,317 2,734,198 SH SOLE N/A 2,734,198
AT&T CORP COM WIRLES GRP 001957406 1,670 80,000 SH SOLE N/A 80,000
AT&T CDA INC DEPS RCPT CL B 00207Q202 27,005 885,400 SH SOLE N/A 885,400
AMCOL INTL CORP COM 02341W103 7,091 1,454,550 SH SOLE N/A 1,454,550
AMERICAN FINL HLDGS INC COM 026075101 14,340 813,644 SH SOLE N/A 813,644
BERKSHIRE HILLS BANCORP INC COM 084680107 1,072 74,600 SH SOLE N/A 74,600
BRUNSWICK CORP COM 117043109 12,802 701,500 SH SOLE N/A 701,500
CBL & ASSOC PPTYS INC COM 124830100 520 20,745 SH SOLE N/A 20,745
CFS BANCORP INC COM 12525D102 227 22,000 SH SOLE N/A 22,000
CNA SURETY CORP COM 12612L108 5,213 453,300 SH SOLE N/A 453,300
CALIFORNIA FED BK FSB LOS ANGL CONT LITIG REC 130209604 3,397 1,725,300 SH SOLE N/A 1,725,300
CALIFORNIA FED BK FSB LOS ANGL 2ND CONT LITIG 130209703 938 1,304,600 SH SOLE N/A 1,304,600
COAST FEDERAL LITIGATION TR RT 19034Q110 2,278 1,518,800 SH SOLE N/A 1,518,800
COHOES BANCORP INC COM 192513109 1,933 112,900 SH SOLE N/A 112,900
EMPIRE FED BANCORP INC COM 291657104 239 19,500 SH SOLE N/A 19,500
EVOLVE SOFTWARE INC COM 30049P104 571 23,808 SH SOLE N/A 23,808
FIRST SECURITYFED FINL INC COM 336392105 338 22,500 SH SOLE N/A 22,500
GC COS INC COM 36155Q109 1,037 345,800 SH SOLE N/A 345,800
GP STRATEGIES CORP COM 36225V104 473 75,000 SH SOLE N/A 75,000
GENERAL ELEC CO COM 369604103 64,027 1,107,500 PUT SOLE N/A 1,107,500
GENTIVA HEALTH SERVICES INC COM 37247A102 15,096 1,184,033 SH SOLE N/A 1,184,033
GOLDEN ST BANCORP INC WT EXP 000000 381197136 17,603 14,443,721 SH SOLE N/A 14,443,721
GREENE COUNTY BANCORP INC COM 394357107 91 11,000 SH SOLE N/A 11,000
HERBALIFE INTL INC CL A 426908208 1,553 167,900 SH SOLE N/A 167,900
HERBALIFE INTL INC CL B 426908307 4,862 567,800 SH SOLE N/A 567,800
HOLLINGER INTL INC CL A 435569108 2,705 161,500 SH SOLE N/A 161,500
HUDSON CITY BANCORP COM 443683107 124,531 7,325,375 SH SOLE N/A 7,325,375
HUTTIG BLDG PRODS INC COM 448451104 11,541 2,564,620 SH SOLE N/A 2,564,620
IHOP CORP COM 449623107 37,479 1,959,700 SH SOLE N/A 1,959,700
IVEX PACKAGING CORP DEL COM 465855104 4,549 463,600 SH SOLE N/A 463,600
KLAMATH FIRST BANCORP INC COM 49842P103 7,790 611,000 SH SOLE N/A 611,000
LNR PPTY CORP COM 501940100 34,057 1,539,300 SH SOLE N/A 1,539,300
LIBERTY BANCORP INC NJ COM 529905101 255 30,000 SH SOLE N/A 30,000
M & F WORLDWIDE CORP COM 552541104 2,917 501,900 SH SOLE N/A 501,900
MCDERMOTT INTL INC COM 580037109 3,098 281,600 SH SOLE N/A 281,600
METHODE ELECTRS INC CL A 591520200 589 13,299 SH SOLE N/A 13,299
NATIONAL HEALTH INVS INC COM 63633D104 4,253 630,000 SH SOLE N/A 630,000
OCTEL CORP COM 675727101 19,978 2,131,000 SH SOLE N/A 2,131,000
OMEGA WORLDWIDE INC COM 68210B108 1,390 654,000 SH SOLE N/A 654,000
OMNOVA SOLUTIONS INC COM 682129101 36,689 6,595,825 SH SOLE N/A 6,595,825
PACTIV CORP COM 695257105 38,908 3,477,854 SH SOLE N/A 3,477,854
PALM INC COM 696642107 3,690 69,697 SH SOLE N/A 69,697
PORT FINL CORP COM 734119100 12,603 710,000 SH SOLE N/A 710,000
RYERSON TULL INC NEW COM 78375P107 15,172 1,607,600 SH SOLE N/A 1,607,600
SEAGATE TECHNOLOGY COM 811804103 239,295 3,468,050 SH SOLE N/A 3,468,050
SECURITY CAP U S RLTY SPONSORED ADR 814136206 73,330 3,430,633 SH SOLE N/A 3,430,633
SECURITY CAP GROUP INC CL A 81413P105 47,158 49,640 SH SOLE N/A 49,640
SECURITY CAP GROUP INC CL B 81413P204 30,194 1,594,400 SH SOLE N/A 1,594,400
SENIOR HSG PPTYS TR SH BEN INT 81721M109 467 50,100 SH SOLE N/A 50,100
SOLUTIA INC COM 834376105 63,824 5,610,900 SH SOLE N/A 5,610,900
SONESTA INTL HOTELS CORP CL A 835438409 116 11,902 SH SOLE N/A 11,902
SOUND FED BANCORP COM 83607T109 2,692 299,100 SH SOLE N/A 299,100
SOUTHERN BANC INC COM 842233108 298 28,400 SH SOLE N/A 28,400
SYMS CORP COM 871551107 678 175,000 SH SOLE N/A 175,000
VENTAS INC COM 92276F100 41,125 8,224,946 SH SOLE N/A 8,224,946
WABTEC CORP COM 929740108 18,807 1,857,500 SH SOLE N/A 1,857,500
WALTER INDS INC COM 93317Q105 14,730 1,659,700 SH SOLE N/A 1,659,700
WEST ESSEX BANCORP COM 952698108 3,011 264,700 SH SOLE N/A 264,700
WILLOW GROVE BANCORP INC COM 97111E101 1,224 107,000 SH SOLE N/A 107,000
WORONOCO BANCORP INC COM 981630106 4,353 343,100 SH SOLE N/A 343,100
GLOBAL-TECH APPLIANCES INC ORD G39320109 5,320 1,064,000 SH SOLE N/A 1,064,000
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