SANDELL ASSET MANAGEMENT CORP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 37
New Positions 6
Increased Positions 9
Decreased Positions 25
Positions with Activity 34
Sold Out Positions 9
Total Mkt Value (in $ millions) 425

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

Sector Weighting

Basic Materials 3.1%
Capital Goods 7.99%
Conglomerates
Consumer Cyclical 13.79%
Consumer/Non-Cyclical
Energy 7.11%
Financial 0.76%
Healthcare 4.41%
Services 31.43%
Technology 24.59%
Transportation 0.15%
Utilities

37 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHLUMBERGER LTD COM 2,604 -119 (4.36) 26,505
AMERICAN AIRLS GROUP INC COM 2,356 2,356 New 61,229
DIRECTV COM 1,866 1,866 New 22,100
HALLIBURTON CO COM 861 -39 (4.37) 15,418
YRC WORLDWIDE INC COM PAR $.01 629 629 New 35,000
NATIONAL OILWELL VARCO INC COM 363 -16 (4.35) 4,925
AMERICAN RLTY CAP PPTYS INC COM 139 New 11,260
COEUR MNG INC WT EXP 041617 5 New 10,888
BERRY PLASTICS GROUP INC COM -20,360 Sold Out 0
CIVEO CORP COM -6,492 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -14,991 Sold Out 0
LANDS END INC NEW COM -2,730 Sold Out 0
MYERS INDS INC COM -7,143 Sold Out 0
NOW INC COM -37 Sold Out 0
SEARS HLDGS CORP COM -7,019 Sold Out 0
TIMKEN CO COM -9,906 Sold Out 0
TIMKENSTEEL CORP COM -4,883 Sold Out 0