SANDELL ASSET MANAGEMENT CORP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 35
New Positions 6
Increased Positions 14
Decreased Positions 10
Positions with Activity 24
Sold Out Positions 5
Total Mkt Value (in $ millions) 535

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

Sector Weighting

Basic Materials 7.09%
Capital Goods 10.17%
Conglomerates
Consumer Cyclical 10.34%
Consumer/Non-Cyclical
Energy 7.83%
Financial 4.66%
Healthcare 4.72%
Services 28.55%
Technology 19.91%
Transportation
Utilities

35 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AMERICAN AIRLS GROUP INC COM -7,834 Sold Out 0
HESS CORP COM -16,153 Sold Out 0
LAMAR ADVERTISING CO CL A -23,101 Sold Out 0
PHILLIPS 66 COM -16,836 Sold Out 0
UNITED RENTALS INC COM -9,456 Sold Out 0
NOW INC COM 45 New 1,287
NATIONAL OILWELL VARCO INC COM 426 New 5,149
COEUR MNG INC WT EXP 041617 9 New 10,888
AMERICAN RLTY CAP PPTYS INC COM 143 -3,025 (95.5) 11,260
HALLIBURTON CO COM 1,112 New 16,122
SCHLUMBERGER LTD COM 3,179 New 27,714
LANDS END INC NEW COM 2,027 2,027 New 58,728
ASHLAND INC NEW COM 8,521 New 79,290
TIMKENSTEEL CORP COM 5,131 -3,198 (38.39) 119,585
EQUINIX INC COM NEW 38,628 New 182,716
SEARS HLDGS CORP COM 7,601 7,601 New 195,238
TIMKEN CO COM 11,430 -7,123 (38.39) 239,170
OIL STS INTL INC COM 15,711 4,067 34.93 254,383
MENS WEARHOUSE INC COM 21,548 21,548 New 378,095
IRON MTN INC COM 14,978 5,833 63.78 423,831


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