SANDELL ASSET MANAGEMENT CORP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 36
New Positions 11
Increased Positions 21
Decreased Positions 14
Positions with Activity 35
Sold Out Positions 10
Total Mkt Value (in $ millions) 427

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

Sector Weighting

Basic Materials 11.83%
Capital Goods 14.25%
Conglomerates
Consumer Cyclical 8.56%
Consumer/Non-Cyclical 0%
Energy 14.07%
Financial 3.45%
Healthcare 0%
Services 27.2%
Technology 19.13%
Transportation
Utilities 0%

21 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BOB EVANS FARMS INC COM 49,959 14,582 41.22 1,149,535
COMPUWARE CORP COM 48,965 7,017 16.73 4,819,356
VISTEON CORP COM NEW 37,252 2,841 8.26 430,156
EQUINIX INC COM NEW 32,701 16,775 105.33 182,716
HERTZ GLOBAL HOLDINGS INC COM 24,629 7,767 46.06 877,431
BERRY PLASTICS GROUP INC COM 23,546 1,279 5.75 1,024,163
TIMKEN CO COM 23,142 152 .66 388,221
LAMAR ADVERTISING CO CL A 22,957 1,507 7.03 441,650
GENERAL MTRS CO COM 20,200 20,200 New 594,475
MYERS INDS INC COM 19,272 19,272 New 792,434
MERITOR INC COM 16,335 16,335 New 1,397,388
HESS CORP COM 14,408 14,408 New 165,100
HUDSON CITY BANCORP COM 10,244 10,244 New 1,034,700
UNITED RENTALS INC COM 8,231 8,231 New 88,055
IRON MTN INC COM 7,013 1,135 19.32 258,777
AMERICAN AIRLS GROUP INC COM 6,468 6,468 New 182,698
FIDELITY NATIONAL FINANCIAL IN CL A 4,492 304 7.26 143,554
AMERICAN RLTY CAP PPTYS INC COM 3,323 3,323 New 250,000
SCHLUMBERGER LTD COM 2,769 2,769 New 27,714
HALLIBURTON CO COM 982 982 New 16,122