Suttonbrook Capital Mgmt Holdings in 4th Quarter: 13F Alert

The following is an analysis of Suttonbrook Capital Management as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb. 10.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Vivus Inc                    VVUS US       49,189,501    5,045,077      413,500
Howard Hughes Corp/The       HHC US        46,403,412    1,050,564       22,745
TD Ameritrade Holding Corp   AMTD US       37,168,750    2,375,000      515,077
Anadarko Petroleum Corp      APC US        35,401,854      463,800     -240,000
E*Trade Financial Corp       ETFC US       30,205,828    3,794,702   -1,176,229
Chemtura Corp                CHMT US       29,966,846    2,642,579      480,135
Yahoo! Inc                   YHOO US       29,034,000    1,800,000    1,800,000
Comverse Technology Inc      CMVT US       15,460,389    2,253,701      180,201
Medco Health Solutions Inc   MHS US         9,782,500      175,000      175,000
MBIA Inc                     MBI US         9,445,850      815,000      744,954
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Yahoo! Inc                   YHOO US       29,034,000    1,800,000    1,800,000
Medco Health Solutions Inc   MHS US         9,782,500      175,000      175,000
Research In Motion           RIMM US        3,625,000      250,000      250,000
Sanofi CVR                   GCVRZ US       1,200,000    1,000,000    1,000,000 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Hewlett-Packard Co           HPQ US       -26,940,000            0   -1,200,000
Goodrich Corp                GR US        -21,119,000            0     -175,000
Sprint Nextel Corp           S US         -13,680,000            0   -4,500,000
Motorola Mobility Holdings I MMI US        -9,445,000            0     -250,000
Dollar Tree Inc              DLTR US       -6,978,628            0      -92,875
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Vivus Inc                    VVUS US       11,812,675    5,045,077      413,500
TD Ameritrade Holding Corp   AMTD US        9,818,582    2,375,000      515,077
MBIA Inc                     MBI US         8,936,616      815,000      744,954
Chemtura Corp                CHMT US        8,277,533    2,642,579      480,135
Howard Hughes Corp/The       HHC US         3,132,232    1,050,564       22,745
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
E*Trade Financial Corp       ETFC US      -15,079,353    3,794,702   -1,176,229
Anadarko Petroleum Corp      APC US        -8,972,736      463,800     -240,000
Cubist Pharmaceuticals Inc   CBST US       -5,361,598      191,380     -175,100
Steel Dynamics Inc           STLD US         -347,130      102,600      -68,400
Hologic Inc                  HOLX US          -39,302      169,400      -28,200
 
 
SOURCE: SEC 13F-HR 
FILER: Suttonbrook Capital Management 
QUARTER ENDED: 12/31/2011 
SEC RECEIVED: 02/10/2012 

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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