E E Geduld Holdings in 3rd Quarter: 13F Alert

The following is an analysis of E E Geduld as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US        15,421,121    2,519,791            0
West Coast Bancorp/Oregon    WCBO US        3,500,000      250,000            0
Denny's Corp                 DENN US        2,047,950      615,000      -10,000
Enstar Group Ltd             ESGR US        1,666,525       17,500       -2,500
MorphoSys AG                 MOR GR         1,282,698       50,000        2,500
Global Power Equipment Group GLPW US        1,205,363       51,799      -21,444
Vision-Sciences Inc          VSCI US        1,200,477      631,830      -18,170
St Jude Medical Inc          STJ US         1,085,700       30,000       -5,000
Citigroup Inc                C US           1,063,022       41,500      -30,000
Heritage Oaks Bancorp        HEOP US          990,634      300,192            0
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Pharmacyclics Inc            PCYC US          887,250       75,000       75,000
Chart Industries Inc         GTLS US          632,700       15,000       15,000
Microsoft Corp               MSFT US          627,228       25,200       25,200
Marvell Technology Group Ltd MRVL US          435,450       30,000       30,000
Sandisk Corp                 SNDK US          423,405       10,492       10,492
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
SINA Corp                    SINA US       -2,082,000            0      -20,000
Green Mountain Coffee Roaste GMCR US       -1,785,200            0      -20,000
Discover Financial Services  DFS US        -1,337,500            0      -50,000
Amazon.com Inc               AMZN US       -1,022,450            0       -5,000
BlackRock Inc                BLK US          -959,050            0       -5,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Arcos Dorados Holdings Inc-A ARCO US          405,600       42,500       15,000
Silicon Motion Technol-ADR   SIMO US          166,000       70,000       10,000
Caribou Coffee Co Inc        CBOU US          148,900       35,000       15,000
Merge Healthcare Inc         MRGE US          113,600       40,000       15,000
RTI Biologics Inc            RTIX US          111,250       75,000       25,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Citigroup Inc                C US          -1,914,238       41,500      -30,000
Equity Lifestyle Properties  ELS US        -1,753,264        5,000      -28,100
Radware Ltd                  RDWR US         -961,800       20,000      -20,000
Global Power Equipment Group GLPW US         -737,041       51,799      -21,444
Sprint Nextel Corp           S US            -622,000      150,000      -50,000
 
 
SOURCE: SEC 13F-HR 
FILER: Geduld E E 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

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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