SANDELL ASSET MANAGEMENT CORP Information

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