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)
513

Sector Weighting

Basic Materials 0.06%
Capital Goods 6.59%
Conglomerates 2.73%
Consumer Cyclical 0%
Consumer/Non-Cyclical 3.88%
Energy 22.34%
Financial 5.33%
Healthcare
Services 27.92%
Technology 18.86%
Transportation
Utilities 12.29%

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

32 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MCGRAW HILL FINL INC COM -749 Sold Out 0
AMERICAN INTL GROUP INC COM NEW -26,003 Sold Out 0
CREXUS INVT CORP COM -7,206 Sold Out 0
PVH CORP COM -5,686 Sold Out 0
REALTY INCOME CORP COM -35,502 Sold Out 0
TRONOX LTD SHS CL A 297 -3,883 (92.89) 13,500
IRON MTN INC COM 6,221 -12,502 (66.77) 162,015
HERTZ GLOBAL HOLDINGS INC COM 20,115 -27,362 (57.63) 798,861
COMPUWARE CORP COM 52,249 -15,292 (22.64) 4,648,530
TYCO INTERNATIONAL LTD SHS 13,988 -2,266 (13.94) 412,498
AMERISTAR CASINOS INC COM 19,852 19,852 New 752,820
CHESAPEAKE ENERGY CORP COM 15,364 15,364 New 772,465
CONSTELLATION BRANDS INC CL A 14,335 14,335 New 276,955
COPART INC COM 13,827 13,827 New 376,967
DELEK US HLDGS INC COM 13,858 13,858 New 386,880
FAMILY DLR STORES INC COM 13,100 13,100 New 203,220
HEINZ H J CO COM 2,238 2,238 New 30,900
KAR AUCTION SVCS INC COM 36,020 36,020 New 1,503,338
LAMAR ADVERTISING CO CL A 13,904 13,904 New 288,940
NOBLE CORPORATION BAAR NAMEN -AKT 21,741 21,741 New 544,880