A $750 Million Services Stock Portfolio in Q3: DG, SBUX, KMX, PCLRN, HOT, WYN, KR, NFLX

Wall St. Watchdog reveals information regarding Tiger Consumer Management’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 19 stocks in the Services sector at the end of the quarter with an aggregate market value of $750.911 million.

  • Dollar General Corporation (NYSE:DG): On 06/30/2011, Tiger Consumer Management reported holding 1,660,258 shares with a market value of $56,266,143. This comprised 4.1% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 1,360,258 shares with a market value of $51,363,340. This comprised 3.79% of the total portfolio. The net change in shares for this position over the two quarters is -300,000. About Company: Dollar General Corp. operates a chain of discount retail stores located primarily in the southern, southwestern, midwestern and eastern United States. The Company offer a broad selection of merchandise, including consumable products such as food, paper and cleaning products, health and beauty products and pet supplies, and non-consumable products such as seasonal merchandise.
  • Yum! Brands Inc. (NYSE:YUM): On 06/30/2011, Tiger Consumer Management reported holding 908,645 shares with a market value of $50,193,551. This comprised 3.66% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 1,001,645 shares with a market value of $49,471,246. This comprised 3.65% of the total portfolio. The net change in shares for this position over the two quarters is 93,000. About Company: Yum! Brands, Inc, owns and franchises quick-service restaurants worldwide. The Company develops, operates, franchises and licenses a worldwide system of restaurants which prepare, package and sell a menu of food items.
  • Starbucks Corp. (NASDAQ:SBUX): On 06/30/2011, Tiger Consumer Management reported holding 1,319,000 shares with a market value of $52,087,312. This comprised 3.8% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 1,319,000 shares with a market value of $49,185,511. This comprised 3.63% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Starbucks Corporation retails, roasts, and provides its own brand of specialty coffee. The Company operates retail locations worldwide and sells whole bean coffees through its sales group, direct response business, supermarkets, and on the World Wide Web. Starbucks also produces and sells bottled coffee drinks and a line of ice creams.
  • Carmax Inc. (NYSE:KMX): On 06/30/2011, Tiger Consumer Management reported holding 1,912,170 shares with a market value of $63,235,461. This comprised 4.61% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 2,042,115 shares with a market value of $48,704,444. This comprised 3.59% of the total portfolio. The net change in shares for this position over the two quarters is 129,945. About Company: CarMax, Inc. sells at retail new and used cars and light trucks. The Company purchases, reconditions, and sells new and used vehicles in its superstores and franchises throughout the United States.
  • Priceline.com Incorporated (NASDAQ:PCLN): On 06/30/2011, Tiger Consumer Management reported holding 100,200 shares with a market value of $51,295,385. This comprised 3.74% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 107,635 shares with a market value of $48,377,626. This comprised 3.57% of the total portfolio. The net change in shares for this position over the two quarters is 7,435. About Company: Priceline.com Incorporated enables consumers to use the Internet to save money on a variety of products and services. The Company’s product allows customers to name their own price on products or services and communicates that demand directly to participating sellers or to their private databases. Participants include domestic and international airlines, and hotel chains.
  • Starwood Hotels & Resorts Worldwide Inc. (NYSE:HOT): On 06/30/2011, Tiger Consumer Management reported holding 0 shares. On 09/30/2011, Tiger Consumer Management reported holding 1,229,623 shares with a market value of $47,733,964. This comprised 3.52% of the total portfolio. The net change in shares for this position over the two quarters is 1,229,623. About Company: Starwood Hotels & Resorts Worldwide, Inc. owns, manages, and franchises luxury and upscale hotels throughout the world. The Company also develops and operates vacation interval ownership resorts.
  • Wyndham Worldwide Corporation (NYSE:WYN): On 06/30/2011, Tiger Consumer Management reported holding 1,493,492 shares with a market value of $50,256,008. This comprised 3.66% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 1,648,727 shares with a market value of $47,005,207. This comprised 3.47% of the total portfolio. The net change in shares for this position over the two quarters is 155,235. About Company: Wyndham Worldwide Corporation is a hospitality company. The Company franchises hotels in the upscale, midscale, and economy segments of the lodging industry and provides hotel management services to owners of luxury, upscale and midscale hotels; provides vacation exchange products and services, and develops, markets, and sells vacation ownership interests to individual consumers.
  • The Kroger Co. (NYSE:KR): On 06/30/2011, Tiger Consumer Management reported holding 2,024,788 shares with a market value of $50,214,741. This comprised 3.66% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 2,024,788 shares with a market value of $44,464,343. This comprised 3.28% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: The Kroger Co. operates supermarkets and convenience stores in the United States. The Company also manufactures and processes some of the foods that its supermarkets sell.
  • Netflix Inc. (NASDAQ:NFLX): On 06/30/2011, Tiger Consumer Management reported holding 0 shares. On 09/30/2011, Tiger Consumer Management reported holding 386,393 shares with a market value of $43,766,734. This comprised 3.23% of the total portfolio. The net change in shares for this position over the two quarters is 386,393. About Company: Netflix Inc. is an online movie rental service. The Company ships DVDs with no due dates or late fees, directly to the subscriber’s address. Netflix also provides background information on DVD releases, including critic reviews, member reviews and ratings, and personalized movie recommendations.
  • Arcos Dorados Holdings Inc Com Npvcl A (NYSE:ARCO): On 06/30/2011, Tiger Consumer Management reported holding 1,882,583 shares with a market value of $0. This comprised 0% of the total portfolio. On 09/30/2011, Tiger Consumer Management reported holding 1,882,583 shares with a market value of $43,657,101. This comprised 3.22% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Arcos Dorados Holdings, Inc. is a franchisee for an American fast-food burger restaurant. The Company has the right to own, operate and grant franchises of restaurants in South and Central America and the Caribbean.

(Note: Data regarding Tiger Consumer Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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