Seth Klarman's Baupost Group Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
ALLIANCE ONE INTERNATIONAL INC AOI 29,146 0.72% 7,669,969 3.80 8,131,594 3.89 Reduce -5.68%
AMERICAN INTERNATIONAL GROUP INC CORP AIG 452,374 11.25% 10,120,227 44.70 11,850,200 38.82 Reduce -14.60%
AMERICAN INTL GROUP INC AIG.WS 11,974 0.30% 656,443 18.24 638,943 15.20 Add 2.74%
AVEO PHARMACEUTICALS INC AVEO 9,573 0.24% 3,829,350 2.50 4,902,850 7.35 Reduce -21.90%
BP PLC BP 776,259 19.30% 18,597,482 41.74 17,126,858 42.35 Add 8.59%
CENTRAL PACIFIC FINANCIAL CORP NEW CPF 26,851 0.67% 1,491,731 18.00 1,800,000 15.70 Reduce -17.13%
CHIPMOS TECHNOLOGIES LTD IMOS 53,474 1.33% 2,763,530 19.35 0 0.00 New investment 100.00%
CITIGROUP INC C.WS.A 74,077 1.84% 94,246,007 0.79 94,137,507 0.51 Add 0.12%
DIRECTV DTV 0 0.00% 0 0.00 207,300 56.59 Sold out -100.00%
ELAN CORP ADR ELN 0 0.00% 0 0.00 9,126,227 11.80 Sold out -100.00%
ENZON PHARMACEUTICALS INC ENZN 15,383 0.38% 7,691,453 2.00 7,691,453 3.80 No change 0.00%
IDENIX PHARMACEUTICALS INC IDIX 96,629 2.40% 26,767,000 3.61 26,042,000 3.54 Add 2.78%
ITURAN LOCATION AND CONTROL LTD ITRN 17,517 0.44% 1,038,342 16.87 1,337,003 15.69 Reduce -22.34%
KINROSS GOLD CORPORATION KGC 10,724 0.27% 2,102,700 5.10 0 0.00 New investment 100.00%
MICRON TECHNOLOGY INC MU 609,891 15.16% 52,867,000 11.54 0 0.00 New investment 100.00%
MICROSOFT CORP MSFT 0 0.00% 0 0.00 2,000,000 28.61 Sold out -100.00%
NEWS CORP NWS 0 0.00% 0 0.00 4,047,412 30.76 Sold out -100.00%
NOVACOPPER INC NCQ 8,759 0.22% 5,005,298 1.75 5,005,298 1.83 No change 0.00%
NovaGold Resources, Inc. NG 45,762 1.14% 21,688,300 2.11 21,688,300 3.63 No change 0.00%
ORACLE CORP ORCL 73,301 1.82% 2,386,890 30.71 3,386,890 32.33 Reduce -29.53%
PRETIUM RESOURCES INC PVG 1,033 0.03% 155,700 6.63 0 0.00 New investment 100.00%
ROVI CORPORATION ROVI 140,694 3.50% 6,160,000 22.84 8,160,000 21.41 Reduce -24.51%
SYNERON MEDICAL LTD ELOS 34,800 0.87% 4,000,000 8.70 4,000,000 10.22 No change 0.00%
THERAVANCE INC c88338Taa2 79,429 1.97% 51,000,000 1.56 51,000,000 1.19 No change 0.00%
THERAVANCE INC THRX 637,247 15.84% 16,538,977 38.53 13,553,800 23.62 Add 22.02%
VIASAT INC VSAT 786,060 19.54% 11,000,000 71.46 11,000,000 48.44 No change 0.00%
YAMANA GOLD INC AUY 30,960 0.77% 3,255,500 9.51 0 0.00 New investment 100.00%
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