SANDELL ASSET MANAGEMENT CORP Information

540 MADISON AVENUE, NEW YORK, New York, 10022, (212) 603-5700

Report Date: 09/30/2014

Position Statistics

Total Positions 49
New Positions 21
Increased Positions 26
Decreased Positions 23
Positions with Activity 49
Sold Out Positions 12
Total Mkt Value (in $ millions) 880

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.52%
Capital Goods 6.14%
Conglomerates
Consumer Cyclical 9.95%
Consumer/Non-Cyclical
Energy 6.68%
Financial 0.42%
Healthcare 8.59%
Services 34.8%
Technology 20.74%
Transportation 1.81%
Utilities 4.04%

26 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BOB EVANS FARMS INC COM 82,669 5,543 7.19 1,528,635
FAMILY DLR STORES INC COM 50,431 50,431 New 638,049
DIRECTV COM 47,985 46,059 2,391.40 550,600
JDS UNIPHASE CORP COM PAR $0.001 43,523 43,523 New 3,234,694
TRANSCANADA CORP COM 35,547 35,547 New 713,508
SEMGROUP CORP CL A 35,341 35,341 New 445,718
SUPERVALU INC COM 30,615 30,615 New 3,267,320
BLOCK H & R INC COM 29,518 13,634 85.84 883,233
SHIRE PLC SPONSORED ADR 28,504 28,504 New 132,663
LEVEL 3 COMMUNICATIONS INC COM NEW 28,180 28,180 New 568,715
ALLERGAN INC COM 27,709 27,709 New 129,482
TRW AUTOMOTIVE HLDGS CORP COM 23,625 23,625 New 228,234
QEP RES INC COM 20,856 7,114 51.76 862,517
TIBCO SOFTWARE INC COM 20,305 20,305 New 845,000
CONCUR TECHNOLOGIES INC COM 20,294 20,294 New 157,600
DRESSER-RAND GROUP INC COM 17,190 17,190 New 209,380
SIGMA ALDRICH CORP COM 16,862 16,862 New 123,503
GOLAR LNG LTD BERMUDA SHS 15,910 15,910 New 321,741
CUMULUS MEDIA INC CL A 11,588 11,588 New 2,843,565
TIMKENSTEEL CORP COM 10,232 10,232 New 278,487


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