Harbinger Holdings LLC Holdings in 1st Quarter: 13F Alert

The following is an analysis of Harbinger Holdings LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/16/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Harbinger Group Inc          HRG US       611,785,448  117,425,230  110,791,856
Spectrum Brands Holdings Inc SPB US       180,440,028    6,500,001  -25,646,263
Crosstex Energy Inc          XTXI US       45,735,500    4,600,000      100,000
Cliffs Natural Resources Inc CLF US        44,226,000      450,000            0
Petrohawk Energy Corp        HK US         29,754,750    1,212,500   -2,135,459
Proshares Ultrashort S&P500  SDS US        28,242,000    1,350,000     -150,000
iPath S&P 500 VIX S/T Fu ETN VXX US        21,851,280      744,000     -131,000
New York Times Co-A          NYT US        20,965,557    2,213,892   -1,533,494
SPDR Gold Trust              GLD US        20,279,700      145,000     -135,000
Bunge Ltd                    BG US         19,545,736      270,230      270,230
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bunge Ltd                    BG US         19,545,736      270,230      270,230
GenOn Energy Inc             GEN US         7,513,126    1,971,949    1,971,949 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Exco Resources Inc           XCO US      -135,217,090            0   -6,962,775
Reddy Ice Holdings Inc       FRZ US        -1,896,364            0     -689,587 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Harbinger Group Inc          HRG US       570,724,863  117,425,230  110,791,856
Crosstex Energy Inc          XTXI US        5,865,500    4,600,000      100,000 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Spectrum Brands Holdings Inc SPB US      -821,559,021    6,500,001  -25,646,263
Corn Products Intl Inc       CPO US      -118,241,834      200,000   -2,595,779
Petrohawk Energy Corp        HK US        -31,345,502    1,212,500   -2,135,459
SPDR Gold Trust              GLD US       -18,561,900      145,000     -135,000
New York Times Co-A          NYT US       -15,758,826    2,213,892   -1,533,494
 
 
SOURCE: SEC 13F-HR 
FILER: Harbinger Holdings LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/16/2011 

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.