Pinnacle Associates Ltd Holdings in 1st Quarter: 13F Alert

The following is an analysis of Pinnacle Associates Limited as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/11/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Atmel Corp                   ATML US       97,937,765    7,185,456     -286,072
Cummins Inc                  CMI US        91,016,609      830,292      -33,221
Precision Castparts Corp     PCP US        84,948,616      577,175      -20,246
Las Vegas Sands Corp         LVS US        73,946,050    1,751,446      -36,600
Pall Corp                    PLL US        70,362,319    1,221,356      -48,175
Regeneron Pharmaceuticals    REGN US       69,344,083    1,543,037      -74,044
Cablevision Systems-Ny Grp-A CVC US        64,280,565    1,857,283      -81,736
Cameco Corp                  CCJ US        63,931,338    2,128,207      -99,167
Stillwater Mining Co         SWC US        62,578,882    2,729,127     -100,540
Helmerich & Payne            HP US         60,009,645      873,630      -33,353
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Shaw Group Inc               SHAW US       33,705,646      951,868      951,868
Global Crossing Ltd          GLBC US        8,246,765      592,440      592,440
Sun Life Financial Inc       SLF US         3,084,854       98,150       98,150
PowerShares DB Agriculture F DBA US         2,544,179       74,326       74,326
JM Smucker Co/The            SJM US         2,115,643       29,635       29,635
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
EnerNOC Inc                  ENOC US       -3,915,310            0     -163,752
Coach Inc                    COH US        -2,160,519            0      -39,062
Olin Corp                    OLN US        -2,096,836            0     -102,185
Cal-Maine Foods Inc          CALM US       -1,882,610            0      -59,614
McDermott Intl Inc           MDR US        -1,680,028            0      -81,200
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
AT&T Inc                     T US          10,768,812      732,672      335,862
United States Steel Corp     X US           9,951,363      455,432      205,267
Cincinnati Bell Inc          CBB US         9,594,644   11,771,584    3,931,155
iShares S&P 100 Index Fund   OEF US         3,545,527       70,720       59,220
Oracle Corp                  ORCL US        3,398,252      519,989       73,143
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Bucyrus International Inc    BUCY US      -48,272,882      309,842     -547,070
Cameco Corp                  CCJ US       -26,010,024    2,128,207      -99,167
Las Vegas Sands Corp         LVS US        -8,214,664    1,751,446      -36,600
Royal Caribbean Cruises Ltd  RCL US        -6,976,763      900,957      -38,410
CenturyLink Inc              CTL US        -5,113,020      111,601      -99,576
 
 
SOURCE: SEC 13F-HR 
FILER: Pinnacle Associates Limited 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/11/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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