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) 536

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

Sector Weighting

Basic Materials 7.08%
Capital Goods 10.13%
Conglomerates
Consumer Cyclical 10.36%
Consumer/Non-Cyclical
Energy 7.87%
Financial 4.66%
Healthcare 4.67%
Services 28.72%
Technology 19.81%
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 -7,823 Sold Out 0
HESS CORP COM -16,262 Sold Out 0
LAMAR ADVERTISING CO CL A -23,006 Sold Out 0
PHILLIPS 66 COM -16,718 Sold Out 0
UNITED RENTALS INC COM -9,483 Sold Out 0
COEUR MNG INC WT EXP 041617 9 New 10,888
NOW INC COM 44 New 1,287
AMERICAN RLTY CAP PPTYS INC COM 142 -3,003 (95.5) 11,260
NATIONAL OILWELL VARCO INC COM 429 New 5,149
HALLIBURTON CO COM 1,118 New 16,122
LANDS END INC NEW COM 1,998 1,998 New 58,728
SCHLUMBERGER LTD COM 3,198 New 27,714
TIMKENSTEEL CORP COM 5,337 -3,326 (38.39) 119,585
SEARS HLDGS CORP COM 7,487 7,487 New 195,238
MYERS INDS INC COM 8,162 -7,068 (46.41) 424,668
ASHLAND INC NEW COM 8,531 New 79,290
HUDSON CITY BANCORP COM 9,995 New 1,034,700
TIMKEN CO COM 11,377 -7,090 (38.39) 239,170
CIVEO CORP COM 13,564 3,512 34.93 508,766
IRON MTN INC COM 14,953 5,823 63.78 423,831