Seth Klarman Buys UnitedHealth Group Inc., Liberty Media Corp. Series A Liberty Ent, CapitalSource Inc., Sells Allscripts Healthcare Solutions Inc, National Fuel Gas Company, Innophos Holdings Inc.

Aug 15, 2008

Understanding Seth Klarman's portfolio is hard, even after you read his $1200 book Margin of Safety. But maybe that's why he can do what others cannot. These are his buys and sells during the second quarter. The Baupost Group. Seth Klarman owns 69 stocks with a total value of $2 billion.

Seth Klarman buys UnitedHealth Group Inc., Liberty Media Corp. Series A Liberty Ent, CapitalSource Inc., ViaSat Inc., GHL ACQUISITION CORP, PrePaid Legal Services Inc., Centerplate Inc, PROSPECT ACQUISITION, TM ENTERTAINMENT, GHL ACQUISITION WS, Centerplate Inc, sells Allscripts Healthcare Solutions Inc, National Fuel Gas Company, Innophos Holdings Inc., MBF Healthcare Acquisition Corp., International Paper Company, Team Inc., A.C. Moore Arts & Crafts Inc., Santa Monica Media Corp., CTC Media Inc., Quanta Capital Holdings Ltd., HECKMANN CORPORATION, Vantage Energy Services Inc, North American Insurance Leaders Inc, Marathon Acquisition Corp during the 3-months ended 06/30/2008, according to the most recent filings of his investment company, The Baupost Group. Seth Klarman owns 69 stocks with a total value of $2 billion. These are the details of the buys and sells.

New Purchases: CSE, CVP, GHQ, GHQ/WS, LMDIA, PAX, PPD, TMI, UNH, VSAT, CVP,

Added Positions: BGP, EXH, FYR, HRZ, PDLI, THRX, TOH, UFS, WLP,

Reduced Positions: MAQ, NAQ, OOO, TCW,

Sold Out: ACMR, CTCM, HEK, IP, IPHS, MBH, MDRX, MEJ, NAO, NFG, QNTA, TISI, VTG, MAQ,

For the details of Seth Klarman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman

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