Chilton Investment Company Holdings in 4th Quarter: 13F Alert

The following is an analysis of Chilton Investment Company LLC as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb. 14.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Chevron Corp                 CVX US       134,422,249    1,263,367    1,160,867
LKQ Corp                     LKQX US      102,331,047    3,401,963     -586,225
EOG Resources Inc            EOG US       100,027,842    1,015,408     -183,820
Avago Technologies Ltd       AVGO US       96,660,336    3,349,284     -790,146
Southwestern Energy Co       SWN US        95,118,693    2,978,043     -426,850
Potash Corp of Saskatchewan  POT US        90,125,881    2,183,282     -387,790
Vivus Inc                    VVUS US       84,022,175    8,617,659      422,876
Occidental Petroleum Corp    OXY US        82,768,115      883,331      471,331
Airgas Inc                   ARG US        77,496,508      992,527      -63,184
Home Depot Inc               HD US         76,502,248    1,819,749      -30,024
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
United States Oil Fund LP    USO US        60,623,292    1,590,745    1,590,745
Schlumberger Ltd             SLB US        27,167,638      397,711      397,711
Target Corp                  TGT US        25,751,982      502,772      502,772
Emerson Electric Co          EMR US        21,943,937      471,001      471,001
Williams-Sonoma Inc          WSM US        19,221,086      499,249      499,249
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Agnico-Eagle Mines Ltd       AEM US       -99,634,635            0   -1,673,969
Silver Wheaton Corp          SLW US       -66,761,000            0   -2,266,927
Patterson-UTI Energy Inc     PTEN US      -44,435,727            0   -2,562,614
Arch Coal Inc                ACI US       -34,561,657            0   -2,370,484
Silver Standard Resources    SSRI US      -27,749,494            0   -1,512,234
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Chevron Corp                 CVX US       124,931,774    1,263,367    1,160,867
Occidental Petroleum Corp    OXY US        53,310,115      883,331      471,331
NVR Inc                      NVR US        42,277,011      102,102       56,132
Total SA-Spon ADR            TOT US        30,351,607      641,916      585,916
Sherwin-Williams Co/The      SHW US        27,773,886      758,545      221,120
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Weatherford Intl Ltd         WFT US       -57,031,679    2,723,025   -5,212,828
iShares Silver Trust         SLV US       -51,784,657    1,205,354   -1,709,101
Range Resources Corp         RRC US       -42,591,524      682,245     -769,171
Marvell Technology Group Ltd MRVL US      -39,829,157    4,461,230   -2,539,610
Avago Technologies Ltd       AVGO US      -38,988,785    3,349,284     -790,146
 
 
SOURCE: SEC 13F-HR 
FILER: Chilton Investment Company LLC 
QUARTER ENDED: 12/31/2011 
SEC RECEIVED: 02/14/2012 

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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