Seth Klarman is a Bull on The Following Stocks

The following six stocks are Seth Klarman’s largest holdings in his Baupost Fund:

1) Alere Inc. (NYSE:ALR): The stock has traded in a 52-week range of $25.36 to $40.55 and most recently traded at $37.50, up $0.36 on the day.  Its market capitalization is $3.2 billion, and it lost $12.34 per share last year.

About the company: Alere, Inc. offers patient diagnosis, monitoring and health management services.  The Company produces consumer and professional medical diagnostic products, and remotely monitors patients for pre-eclampsia, and patients who are prescribed Warfarin for atrial fibrillation.

Other companies that operate in this industry include: Quidel Corporation (NASDAQ:QDEL), Bio-Rad Laboratories(NYSE:BIO), Beckman Coulter, Inc. (NYSE:BEC), GenMark Diagnostics, Inc. (NASDAQ:GNMK), Meridian Bioscience, Inc. (NASDAQ:VIVO), Abbott Laboratories (NYSE:ABT), Hill-Rom Holdings, Inc. (NYSE:HRC), Johnson & Johnson (NYSE:JNJ) and ThermoGenesis Corp. (NASDAQ:KOOL).

2) Alliance One International (NYSE:AOI):  The stock has traded in a 52-week range of $3.15 to $5.42 and most recently traded at $3.91, down $0.08 on the day.  The market capitalization is $340 million, its trailing price-to-earnings ratio is 7.91, and it earned $0.49 per share last year.

About the company: Alliance One International, Inc. is an independent leaf tobacco merchant serving large multinational cigarette manufacturers.  The Company selects, purchases, processes, packs, stores, and ships leaf tobacco.  Alliance One also provides, in certain developing markets, agronomy expertise and financing for the growing of lead tobacco.

Other companies that operate in this industry include: Universal Corporation (NYSE:UVV),Altria Group (NYSE:MO), and Lorillard (NYSE:LO).

3) Breitburn Energy Partners LP (NASDAQ:BBEP): Its stock has traded in a 52-week range of $13.12 to $23.14 and most recently traded at $21.89 per share.  Its market capitalization is $1.29 billion, its trailing price to earnings ratio is 35.89, and it paid $1.65 per share in dividends last year.

About the company: BreitBurn Energy Partners LP is an independent oil and gas partnership focused on the acquisition, exploitation and development of oil and gas properties.  The Company primarily manages its oil and gas producing properties for the purpose of generating cash flow and making distributions to its unitholders.

Other companies that operate in this industry include: Marathon Oil Corporation(NYSE:MRO), ConocoPhillips (NYSE:COP), Chevron Corporation (NYSE:CVX), EV Energy Partners LP (NASDAQ:EVEP), NGAS Resources, Inc. (NASDAQ:NGAS), Rex Energy Corporation (NASDAQ:REXX), Petroleum Development (NASDAQ:PETD),PostRock Energy Corp. (NASDAQ:PSTR), and Legacy Reserves LP (NASDAQ:LGCY).

4) CapitalSource (NYSE:CSE):  Its stock has traded in a 52-week range of $3.87 to $8.21 per share, and has most recently sold at $6.66 per share.  Its market capitalization is $2.15 billion and it lost $0.34 per share last year.  The company pays a dividend of $0.04 per share.

About the company: CapitalSource, Inc. provides loans to small and medium-sized businesses.  The Company seeks to lend to businesses that require customized and sophisticated debt financing.  CapitalSource offers a variety of loan products, including senior asset-based loans, senior cash flow loans, mortgage loans, and mezzanine loans.

Other companies that operate in this industry include: Bank of America Corp. (NYSE:BAC),Wells Fargo & Company (NYSE:WFC), JP Morgan Chase & Co. (NYSE:JPM), CIT Group, Inc. (NYSE:CIT), Marshall & Ilsley Corp. (NYSE:MI), Summit State Bank (NASDAQ:SSBI),First Republic Bank (NYSE:FRC), BB&T Corporation (NYSE:BBT), CVB Financial Corp.(NASDAQ:CVBF), and People’s United Financial (NASDAQ:PBCT).

5) Enzon Pharmaceuticals Inc. (NASDAQ:ENZN):  Its stock has traded in a 52-week range of $9.25 to $12.71 and most recently traded at $11.57 per share.  Its market capitalization is $659 million, its trailing price-to-earnings ratio is 3.82, and it earned $3.03 per share last year.

About the company: Enzon Pharmaceuticals, Inc. is a biopharmaceutical company that discovers, develops, and commercializes therapeutics to treat life-threatening diseases.  The Company has developed several products, including PEG-INTRON.  Enzon’s product-focused strategy includes a drug development program that leverages its PEG modification and single chain antibody technologies.

Other companies that operate in this industry include: Nektar Therapeutics(NASDAQ:NKTR), Merck & Co., Inc. (NYSE:MRK), Roche Holding Ltd. (RHHBY), Pfizer, Inc. (NYSE:PFE), Bristol Myers Squibb Co. (NYSE:BMY), Gilead Sciences, Inc.(NASDAQ:GILD), XOMA Limited (NASDAQ:XOMA), and Biogen Idec, Inc. (NASDAQ:BIIB).

6) PDL Biopharma Inc. (NASDAQ:PDLI): The stock has traded in a 52-week range of $4.66 to $6.75 and most recently traded at $6.44, up $0.02 on the day.  The company has a market capitalization of $889 million, a trailing 12-month price-to-earnings ratio of 10.02, earned $0.64 per share last year, and pays a dividend of $0.60 per share.

About the company: PDL BioPharma Inc. discovers, develops, and markets therapies for serious or life-threatening illnesses, commercially focused on the acute care, hospital setting.

Other companies that operate in this industry include: Pfizer, Inc. (NYSE:PFE), Bristol Myers Squibb Co. (NYSE:BMY), Biogen Idec Inc. (NASDAQ:BIIB), Roche Holding Ltd.(RHHBY), Johnson & Johnson (NYSE:JNJ), AstraZeneca plc (NYSE:AZN), Sangamo Biosciences, Inc. (NASDAQ:SGMO), Compugen Ltd. (NASDAQ:CGEN), Mylan Inc.(NASDAQ:MYL), and Abbott Laboratories (NYSE:ABT).

Note: Financial data is taken from Yahoo! Finance.  Selected other data is taken from Google Finance and publicly available filings from the SEC.  All data are assumed to be accurate.

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