Sandell Asset Management as of Sept. 30, 2011
Portfolio Holdings for Sandell Asset Management
Sandell Asset Management holds 19 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
McGraw-Hill Companies | 15.7 | $36M | 869k | 41.00 | |
Family Dollar Stores | 13.9 | $32M | 620k | 50.86 | |
Cephalon | 12.1 | $28M | 340k | 80.70 | |
Dollar Thrifty Automotive | 8.8 | $20M | 353k | 56.30 | |
Arch Chemicals | 8.2 | $19M | 395k | 46.92 | |
SPDR Gold Trust (GLD) | 7.4 | $17M | 106k | 158.06 | |
Visteon Corporation (VC) | 6.4 | $14M | 336k | 43.00 | |
Industries N shs - a - (LYB) | 6.3 | $14M | 587k | 24.43 | |
NiSource (NI) | 3.9 | $8.9M | 418k | 21.38 | |
TPC | 3.4 | $7.7M | 384k | 20.08 | |
Marathon Petroleum Corp (MPC) | 3.1 | $6.9M | 256k | 27.06 | |
Chemtura Corporation | 2.6 | $6.0M | 595k | 10.03 | |
Semgroup Corp cl a | 2.5 | $5.6M | 283k | 19.96 | |
Marathon Oil Corporation (MRO) | 1.8 | $4.0M | 186k | 21.58 | |
General Motors Company (GM) | 1.7 | $3.8M | 190k | 20.18 | |
General Mtrs Co *w exp 07/10/201 | 0.7 | $1.6M | 82k | 20.18 | |
General Mtrs Co *w exp 07/10/201 | 0.7 | $1.6M | 82k | 20.18 | |
China Fire & Security (CFSG) | 0.5 | $1.2M | 135k | 8.77 | |
iShares Dow Jones US Energy Sector (IYE) | 0.2 | $424k | 13k | 33.92 |