Southeastern Asset Mgmt Inc Holdings in 1st Quarter: 13F Alert

The following is an analysis of Southeastern Asset Management Inc 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
Chesapeake Energy Corp       CHK US     2,659,541,628   79,341,934   -2,506,963
DIRECTV-Class A              DTV US     2,192,654,365   46,851,589   -3,964,447
Dell Inc                     DELL US    2,124,532,304  146,418,491    1,262,620
Yum! Brands Inc              YUM US     1,521,771,967   29,617,983     -613,287
Aon Corp                     AON US     1,218,126,923   23,000,886     -228,000
Cemex Sab-Spons ADR Part Cer CX US      1,217,275,188  136,313,011   -1,802,861
Loews Corp                   L US       1,189,953,791   27,615,544    3,759,197
Walt Disney Co/The           DIS US     1,133,747,798   26,311,158  -11,057,847
News Corp-Cl A               NWSA US    1,047,950,023   59,610,354    5,517,014
Liberty Media Corp-Inter A   LINTA US     961,430,975   59,939,587   -1,646,285
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Abbott Laboratories          ABT US       110,801,988    2,258,960    2,258,960
Expedia Inc                  EXPE US       96,597,722    4,262,918    4,262,918 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Verizon Communications Inc   VZ US        -68,697,600            0   -1,920,000
Telephone And Data Systems   TDS US       -52,225,491            0   -1,428,878
Shanda Interactive-Spon ADR  SNDA US      -38,371,520            0     -968,000 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Loews Corp                   L US         261,703,329   27,615,544    3,759,197
News Corp-Cl A               NWSA US      260,350,993   59,610,354    5,517,014
Dell Inc                     DELL US      157,670,252  146,418,491    1,262,620
Travelers Cos Inc/The        TRV US       137,781,124   12,970,600    1,595,440
TW Telecom Inc               TWTC US      105,378,638   29,941,111    2,405,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Pioneer Natural Resources Co PXD US      -495,888,834    5,879,675   -6,734,300
Symantec Corp                SYMC US     -276,701,397    7,675,172  -17,354,642
Walt Disney Co/The           DIS US      -267,963,580   26,311,158  -11,057,847
Cemex Sab-Spons ADR Part Cer CX US       -205,055,873  136,313,011   -1,802,861
Dillards Inc-Cl A            DDS US      -103,331,734    3,726,587   -2,937,683
 
 
SOURCE: SEC 13F-HR 
FILER: Southeastern Asset Management Inc 
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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