Hayman Advisors LP Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Hayman Advisors LP 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
Golar Lng Partners LP        GMLP US       30,053,250    1,054,500    1,054,500
Rock-Tenn Company -Cl A      RKT US        24,877,500      375,000      375,000
Six Flags Entertainment Corp SIX US        23,646,005      631,402       32,600
Earthlink Inc                ELNK US       12,820,640    1,666,100      416,100
KKR & Co LP                  KKR US        11,424,000      700,000      700,000
Target Corp                  TGT US         9,382,000      200,000      200,000
Apache Corp                  APA US         9,254,250       75,000      -19,500
Energy XXI Bermuda           EXXI US        6,644,000      200,000      200,000
Diana Shipping Inc           DSX US         6,315,273      576,211      176,211
Imation Corp                 IMN US         6,287,918      666,093      666,093
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Golar Lng Partners LP        GMLP US       30,053,250    1,054,500    1,054,500
Rock-Tenn Company -Cl A      RKT US        24,877,500      375,000      375,000
KKR & Co LP                  KKR US        11,424,000      700,000      700,000
Target Corp                  TGT US         9,382,000      200,000      200,000
Energy XXI Bermuda           EXXI US        6,644,000      200,000      200,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Chemtura Corp                CHMT US      -11,180,000            0     -650,000
Vera Bradley Inc             VRA US       -10,476,522            0     -248,200
CVR Energy Inc               CVI US        -8,106,000            0     -350,000
Bridgepoint Education Inc    BPI US        -7,130,700            0     -417,000
Barnes & Noble Inc           BKS US        -5,514,000            0     -600,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Earthlink Inc                ELNK US        3,033,140    1,666,100      416,100
Six Flags Entertainment Corp SIX US         2,089,133      631,402       32,600
Diana Shipping Inc           DSX US         1,579,273      576,211      176,211                                                                               
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Immersion Corporation        IMMR US       -8,587,279      213,557   -1,152,443
Apache Corp                  APA US        -3,117,690       75,000      -19,500                                                                               
                                                                               
SOURCE: SEC 13F-HR 
FILER: Hayman Advisors LP 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

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.

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