Brahman Capital Corp Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Brahman Capital Corp as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Valeant Pharmaceuticals Inte VRX US       123,077,652    2,368,700      153,300
Omnicare Inc                 OCR US       111,079,248    3,483,200    1,428,900
Globe Specialty Metals Inc   GSM US        83,511,854    3,724,882    1,174,434
American International Group AIG US        74,232,376    2,531,800    2,531,800
Xerox Corp                   XRX US        62,109,183    5,966,300     -782,500
WellCare Health Plans Inc    WCG US        61,318,609    1,192,737     -675,383
Sensata Technologies Holding ST US         58,746,086    1,560,321     -302,700
Six Flags Entertainment Corp SIX US        51,240,214    1,368,230    1,368,230
CIT Group Inc                CIT US        37,054,472      837,200      203,400
Liberty Media-Starz Series A LSTZA US      33,739,046      448,419      108,700
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
American International Group AIG US        74,232,376    2,531,800    2,531,800
Six Flags Entertainment Corp SIX US        51,240,214    1,368,230    1,368,230
Rockwood Holdings Inc        ROC US        24,941,319      451,100      451,100
J.C. Penney Co Inc           JCP US        22,692,780      657,000      657,000 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Navios Maritime Holdings Inc NM US         -9,099,588            0   -1,596,419 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Omnicare Inc                 OCR US        49,470,791    3,483,200    1,428,900
Globe Specialty Metals Inc   GSM US        25,463,658    3,724,882    1,174,434
Valeant Pharmaceuticals Inte VRX US        12,728,578    2,368,700      153,300
CIT Group Inc                CIT US        10,086,282      837,200      203,400
Liberty Media-Starz Series A LSTZA US       7,376,852      448,419      108,700
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
WellCare Health Plans Inc    WCG US       -17,049,025    1,192,737     -675,383
Xerox Corp                   XRX US        -9,765,537    5,966,300     -782,500
Sensata Technologies Holding ST US         -5,956,633    1,560,321     -302,700 
 
SOURCE: SEC 13F-HR 
FILER: Brahman Capital Corp 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

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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