Comments on: Seth Klarman’s Baupost Group Reports 10.8% Stake In Centerplate (CVP) http://www.contrarianvalueinvesting.com/2008/08/11/seth-klarmans-baupost-group-reports-108-stake-in-centerplate-cvp/ Contrarian Value Investing At Its Finest Wed, 03 Feb 2010 03:24:06 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Recommended Reading - August 15,2008 — Old School Value http://www.contrarianvalueinvesting.com/2008/08/11/seth-klarmans-baupost-group-reports-108-stake-in-centerplate-cvp/comment-page-1/#comment-756 Recommended Reading - August 15,2008 — Old School Value Fri, 15 Aug 2008 10:12:24 +0000 http://www.contrarianvalueinvesting.com/?p=108#comment-756 [...] Contrarian Value Investing looks at Seth Klarman’s Baupost Groups latest 13G Filing [...] [...] Contrarian Value Investing looks at Seth Klarman’s Baupost Groups latest 13G Filing [...]

]]> By: alexg http://www.contrarianvalueinvesting.com/2008/08/11/seth-klarmans-baupost-group-reports-108-stake-in-centerplate-cvp/comment-page-1/#comment-731 alexg Mon, 11 Aug 2008 16:33:12 +0000 http://www.contrarianvalueinvesting.com/?p=108#comment-731 Jeff, Great point. Its import to distinguish a 10% in a COMPANY as opposed to a 10% position out of their PORTFOLIO Jeff,
Great point. Its import to distinguish a 10% in a COMPANY as opposed to a 10% position out of their PORTFOLIO

]]> By: Jeff http://www.contrarianvalueinvesting.com/2008/08/11/seth-klarmans-baupost-group-reports-108-stake-in-centerplate-cvp/comment-page-1/#comment-730 Jeff Mon, 11 Aug 2008 15:48:42 +0000 http://www.contrarianvalueinvesting.com/?p=108#comment-730 Alex, Good find. Keep in mind though, that this is an absolutely miniscule position for Baupost. They run over $10B and their total investment in this one is about $9mm... They are event driven investors though, so it makes sense for them to own a company undergoing a sale process.. Alex,

Good find. Keep in mind though, that this is an absolutely miniscule position for Baupost. They run over $10B and their total investment in this one is about $9mm…

They are event driven investors though, so it makes sense for them to own a company undergoing a sale process..

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