Geduld E E Holdings in 1st Quarter: 13F Alert

The following is an analysis of Geduld E E as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/13/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US        34,255,314    2,569,791      -50,000
West Coast Bancorp/Oregon    WCBO US        4,337,500    1,250,000            0
Citigroup Inc                C US           3,160,300       71,500      -15,000
Denny's Corp                 DENN US        2,537,500      625,000            0
Global Power Equipment Group GLPW US        2,014,182       73,243      -17,166
Universal Display Corp       PANL US        1,651,200       30,000       30,000
Enstar Group Ltd             ESGR US        1,598,080       16,000            0
St Jude Medical Inc          STJ US         1,537,800       30,000       30,000
Vision-Sciences Inc          VSCI US        1,532,934      655,100      186,586
Seagate Technology           STX US         1,440,500      100,000       60,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Universal Display Corp       PANL US        1,651,200       30,000       30,000
St Jude Medical Inc          STJ US         1,537,800       30,000       30,000
Williams Cos Inc             WMB US         1,403,100       45,000       45,000
NXP Semiconductors NV        NXPI US        1,168,635       39,000       39,000
Alcatel-Lucent-Sponsored ADR ALU US           987,700      170,000      170,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Green Dot Corp-Class A       GDOT US       -3,120,700            0      -55,000
Verizon Communications Inc   VZ US         -1,431,200            0      -40,000
Rovi Corp                    ROVI US       -1,240,200            0      -20,000
Chubb Corp                   CB US         -1,192,800            0      -20,000
Fleetcor Technologies Inc    FLT US        -1,089,930            0      -35,250
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
OCZ Technology Group Inc     OCZ US         1,087,400      164,000      114,000
Vision-Sciences Inc          VSCI US          881,700      655,100      186,586
Seagate Technology           STX US           839,300      100,000       60,000
SAVVIS Inc                   SVVS US          729,900       30,000       15,000
MorphoSys AG                 MOR GR           693,051       40,000       25,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Uranium Resources Inc        URRE US       -3,501,950      115,000     -985,000
General Motors Co            GM US         -3,390,106       15,000      -89,600
Fortress Paper Ltd           FTPLF US      -1,600,252       20,000      -35,000
Citigroup Inc                C US            -931,150       71,500      -15,000
Bank of America Corp         BAC US          -692,698    2,569,791      -50,000
 
 
SOURCE: SEC 13F-HR 
FILER: Geduld E E 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/13/2011 

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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