Geduld E E Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Geduld E E as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/12/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US        27,616,909    2,519,791      -50,000
West Coast Bancorp/Oregon    WCBO US        4,190,000      250,000            0
Citigroup Inc                C US           2,977,260       71,500            0
Denny's Corp                 DENN US        2,425,000      625,000            0
Enstar Group Ltd             ESGR US        2,089,800       20,000        4,000
SINA Corp                    SINA US        2,082,000       20,000       10,000
Equity Lifestyle Properties  ELS US         2,066,764       33,100       33,100
Global Power Equipment Group GLPW US        1,942,404       73,243            0
Green Mountain Coffee Roaste GMCR US        1,785,200       20,000       20,000
Vision-Sciences Inc          VSCI US        1,677,000      650,000       -5,100
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Equity Lifestyle Properties  ELS US         2,066,764       33,100       33,100
Green Mountain Coffee Roaste GMCR US        1,785,200       20,000       20,000
Discover Financial Services  DFS US         1,337,500       50,000       50,000
BlackRock Inc                BLK US           959,050        5,000        5,000
Cirrus Logic Inc             CRUS US          954,000       60,000       60,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Universal Display Corp       PANL US       -1,651,200            0      -30,000
OCZ Technology Group Inc     OCZ US        -1,328,400            0     -164,000
Market Vectors Brazil Sm-Cap BRF US          -850,650            0      -15,000
Vitamin Shoppe Inc           VSI US          -845,750            0      -25,000
Clayton Williams Energy Inc  CWEI US         -792,750            0       -7,500
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
SINA Corp                    SINA US        1,011,600       20,000       10,000
Enstar Group Ltd             ESGR US          491,720       20,000        4,000
Titan Machinery Inc          TITN US          467,000       25,000       15,000
Swisher Hygiene Inc          SWSH US          415,208      148,334       80,000
Assured Guaranty Ltd         AGO US           389,230       33,000       23,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US        -6,638,405    2,519,791      -50,000
Williams Cos Inc             WMB US        -1,100,600       10,000      -35,000
Seagate Technology           STX US          -955,700       30,000      -70,000
NXP Semiconductors NV        NXPI US         -703,533       17,400      -21,600
Country Style Cooki-Spon ADR CCSC US         -527,800       10,000      -30,000
 
 
SOURCE: SEC 13F-HR 
FILER: Geduld E E 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/12/2011 

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.

Press spacebar to pause and continue. Press esc to stop.

Bloomberg reserves the right to remove comments but is under no obligation to do so, or to explain individual moderation decisions.

Please enable JavaScript to view the comments powered by Disqus.