Zweig Dimenna Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Zweig Dimenna Partners LP as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/10/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Apple Inc                    AAPL US       41,627,444      124,013       53,995
Goldcorp Inc                 GG US         39,658,198      821,591     -124,029
El Paso Corp                 EP US         37,641,286    1,863,430      973,640
Newmont Mining Corp          NEM US        33,300,030      617,010      517,520
Comcast Corp-Class A         CMCSA US      30,476,925    1,202,720       96,820
Tyco International Ltd       TYC US        29,625,426      599,341      202,260
Freeport-McMoRan Copper      FCX US        26,960,750      509,655       91,541
Rockwood Holdings Inc        ROC US        26,911,855      486,740      486,740
Cigna Corp                   CI US         26,055,981      506,630      -37,620
Red Hat Inc                  RHT US        25,238,115      549,850      -80,590
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Rockwood Holdings Inc        ROC US        26,911,855      486,740      486,740
Anadarko Petroleum Corp      APC US        23,619,820      307,710      307,710
Johnson & Johnson            JNJ US        21,183,294      318,450      318,450
Covidien Plc                 COV US        19,990,526      375,550      375,550
Deere & Co                   DE US         19,310,614      234,210      234,210
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Royal Dutch Shell Plc-ADR    RDS/A US     -25,980,419            0     -356,580
Steel Dynamics Inc           STLD US      -25,037,303            0   -1,333,900
Chemtura Corp                CHMT US      -20,342,096            0   -1,182,680
MetLife Inc                  MET US       -20,280,135            0     -453,390
Ciena Corp                   CIEN US      -19,995,849            0     -770,850
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Newmont Mining Corp          NEM US        27,869,866      617,010      517,520
El Paso Corp                 EP US         21,625,066    1,863,430      973,640
Apple Inc                    AAPL US       17,225,646      124,013       53,995
Tyco International Ltd       TYC US        11,848,110      599,341      202,260
EMC Corp/Mass                EMC US        10,190,641      784,560      354,440
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Chesapeake Energy Corp       CHK US       -27,434,008      151,470     -801,130
Citigroup Inc                C US         -25,147,067       36,986     -566,796
Google Inc-Cl A              GOOG US      -24,564,521       24,328      -38,532
JPMorgan Chase & Co          JPM US       -21,207,779      215,210     -435,950
Allegheny Technologies Inc   ATI US       -20,667,532       13,400     -304,350
 
 
SOURCE: SEC 13F-HR 
FILER: Zweig Dimenna Partners LP 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/10/2011

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

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