SANDELL ASSET MANAGEMENT CORP
40 WEST 57TH STREET, NEW YORK, New York, 10019, (212) 603-5700
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 32 |
| New Positions | 16 |
| Increased Positions | 22 |
| Decreased Positions | 10 |
| Positions with Activity | 32 |
| Sold Out Positions | 5 |
| Total Mkt Value (in $ millions) |
520 |
Sector Weighting
| Basic Materials | 0.06% |
| Capital Goods | 6.65% |
| Conglomerates | 2.72% |
| Consumer Cyclical | 0% |
| Consumer/Non-Cyclical | 3.84% |
| Energy | 22.43% |
| Financial | 5.35% |
| Healthcare | |
| Services | 27.78% |
| Technology | 18.9% |
| Transportation | |
| Utilities | 12.27% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
22 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SPECTRA ENERGY CORP | COM | 63,783 | 63,305 | 13,233.44 | 2,013,350 |
| KAR AUCTION SVCS INC | COM | 36,306 | 36,306 | New | 1,503,338 |
| VIRGIN MEDIA INC | COM | 33,983 | 33,983 | New | 674,800 |
| CYMER INC | COM | 31,131 | 774 | 2.55 | 281,500 |
| NYSE EURONEXT | COM | 27,822 | 3,638 | 15.04 | 673,000 |
| PHILLIPS 66 | COM | 25,974 | 25,974 | New | 396,790 |
| TIMKEN CO | COM | 22,942 | 2,380 | 11.58 | 400,110 |
| NOBLE CORPORATION BAAR | NAMEN -AKT | 22,155 | 22,155 | New | 544,880 |
| AMERISTAR CASINOS INC | COM | 19,905 | 19,905 | New | 752,820 |
| PLAINS EXPL& PRODTN CO | COM | 19,745 | 12,048 | 156.50 | 433,490 |
| CHESAPEAKE ENERGY CORP | COM | 15,658 | 15,658 | New | 772,465 |
| CONSTELLATION BRANDS INC | CL A | 14,460 | 14,460 | New | 276,955 |
| COPART INC | COM | 14,359 | 14,359 | New | 376,967 |
| DELEK US HLDGS INC | COM | 14,268 | 14,268 | New | 386,880 |
| LAMAR ADVERTISING CO | CL A | 14,063 | 14,063 | New | 288,940 |
| FAMILY DLR STORES INC | COM | 13,067 | 13,067 | New | 203,220 |
| TRANSOCEAN LTD | REG SHS | 12,377 | 12,377 | New | 229,073 |
| SPX CORP | COM | 8,984 | 8,984 | New | 112,915 |
| QEP RES INC | COM | 6,391 | 6,391 | New | 218,800 |
| SMITHFIELD FOODS INC | COM | 3,272 | 3,272 | New | 126,710 |
Latest News Headlines
HARVEST NATURAL RESOURCES 96 HOUR DEADLINE ALERT: Approximately 96 Hours Remain; Former Louisiana A 10:00PM ET - GlobeNewswire
Shell Reported Power Outage, Issues at Anacortes Refinery 9:37PM ET - Dow Jones Business News
Ericsson, Airvana Reach Agreement in Principle to Settle Trade-Secret Dispute -Bloomberg 8:05PM ET - Dow Jones Business News
Source Says Yahoo CEO Mayer to Announce Updates to Flickr Site at Monday Event -Bloomberg 7:46PM ET - Dow Jones Business News
UPDATE: Apache Board Adjusts CEO Pay Targets After Losing Shareholder Vote 6:44PM ET - Dow Jones Business News
View All