Geduld E E Holdings in 4th Quarter: 13F Alert

The following is an analysis of Geduld E E as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb. 9.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US        14,288,038    2,569,791       50,000
West Coast Bancorp/Oregon    WCBO US        3,822,000      245,000       -5,000
Microsoft Corp               MSFT US        2,730,992      105,200       80,000
Denny's Corp                 DENN US        2,237,200      595,000      -20,000
Michael Kors Holdings Ltd    KORS US        1,389,750       51,000       51,000
Imax Corp                    IMAX US        1,283,100       70,000       70,000
Corning Inc                  GLW US         1,216,875       93,750       93,750
Lennar Corp-A                LEN US         1,179,000       60,000       40,000
Vision-Sciences Inc          VSCI US        1,162,884      621,830      -10,000
MorphoSys AG                 MOR GR         1,135,944       50,000            0
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Michael Kors Holdings Ltd    KORS US        1,389,750       51,000       51,000
Imax Corp                    IMAX US        1,283,100       70,000       70,000
Corning Inc                  GLW US         1,216,875       93,750       93,750
Finisar Corporation          FNSR US          920,975       55,000       55,000
Broadcom Corp-Cl A           BRCM US          880,800       30,000       30,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Pharmacyclics Inc            PCYC US         -887,250            0      -75,000
Cirrus Logic Inc             CRUS US         -885,638            0      -60,084
Silicon Motion Technol-ADR   SIMO US         -809,200            0      -70,000
Chart Industries Inc         GTLS US         -632,700            0      -15,000
Trio Merger Corp             TMRGU US        -613,200            0      -60,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Microsoft Corp               MSFT US        2,103,764      105,200       80,000
Lennar Corp-A                LEN US           908,200       60,000       40,000
Equity Lifestyle Properties  ELS US           686,850       15,000       10,000
Toll Brothers Inc            TOL US           498,250       35,000       20,000
Marvell Technology Group Ltd MRVL US          464,800       65,000       35,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Enstar Group Ltd             ESGR US         -930,025        7,500      -10,000
Arcos Dorados Holdings Inc-A ARCO US         -677,625       15,000      -27,500
Global Power Equipment Group GLPW US         -509,512       29,299      -22,500
Assured Guaranty Ltd         AGO US          -418,100       10,000      -40,000
SLM Corp                     SLM US          -369,540       10,000      -30,445
 
 
SOURCE: SEC 13F-HR 
FILER: Geduld E E 
QUARTER ENDED: 12/31/2011 
SEC RECEIVED: 02/09/2012 

To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.

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

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