Chilton Investment Company Holdings in 1st Quarter: 13F Alert

The following is an analysis of Chilton Investment Company LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/16/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Weatherford Intl Ltd         WFT US       204,806,285    9,062,225    5,294,775
Alpha Natural Resources Inc  ANR US       184,634,585    3,109,897        8,827
Southwestern Energy Co       SWN US       166,103,844    3,865,577       93,976
Patriot Coal Corp            PCX US       162,854,250    6,304,849       17,587
EOG Resources Inc            EOG US       162,026,161    1,367,194        3,959
Mosaic Co/The                MOS US       159,195,330    2,021,528        5,666
Walter Energy Inc            WLT US       138,069,802    1,019,492      100,668
Agnico-Eagle Mines Ltd       AEM US       126,715,827    1,909,809       10,531
iShares Silver Trust         SLV US       122,390,967    3,328,555        9,295
Silver Wheaton Corp          SLW US       112,222,661    2,588,161        7,224
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Dollar General Corp          DG US         49,758,720    1,587,200    1,587,200
Cameco Corp                  CCJ US        47,331,024    1,575,600    1,575,600
Verizon Communications Inc   VZ US         24,823,614      644,100      644,100
Devry Inc                    DV US         24,340,940      442,000      442,000
Ensco Plc-Spon ADR           ESV US        21,364,361      369,370      369,370
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Petroleo Brasileiro S.A.-ADR PBR US       -63,214,407            0   -1,670,571
Goldcorp Inc                 GG US        -62,175,397            0   -1,352,227
Republic Services Inc        RSG US       -54,320,775            0   -1,819,182
Diamond Offshore Drilling    DO US        -27,417,971            0     -410,019
Washington Post-Class B      WPO US       -23,908,800            0      -54,400
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Weatherford Intl Ltd         WFT US       118,908,425    9,062,225    5,294,775
Micron Technology Inc        MU US         75,921,654    7,205,792    6,366,792
Patriot Coal Corp            PCX US        41,069,985    6,304,849       17,587
Harry Winston Diamond Corp   HWD US        40,476,236    5,964,755    1,175,567
Research In Motion           RIMM US       39,915,916      963,007      713,007
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Avago Technologies Ltd       AVGO US      -47,746,664    3,521,491   -2,013,574
Becton Dickinson and Co      BDX US       -35,525,817        5,302     -420,017
Yum! Brands Inc              YUM US       -27,342,025    1,107,589     -610,045
Intl Flavors & Fragrances    IFF US       -26,253,104      247,288     -502,112
McDonald's Corp              MCD US       -22,751,084      468,516     -292,303
 
 
SOURCE: SEC 13F-HR 
FILER: Chilton Investment Company LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/16/2011 

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.