>>5 Unloved Stocks to Crush the S&P But there's a less pricey way to peer into Klarman's value investing methodology: Take a look at his 13F. Institutional investors with more than $100 million in assets are required to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F. And with Baupost's assets under management weighing in at $29.4 billion according to HedgeStats.com, Klarman and company certainly fit that description. Baupost's 13F for the second quarter of 2012 is hot off the presses, so it a good time to take a closer look at the firm's favorite stock investments. Without further ado, here's a look at five stocks that Klarman bought in the second quarter.