Blum Capital’s Top Consumer Goods Stocks: SEE, NWL, GAGA

Wall St. Watchdog reveals information regarding Blum Capital Partners’ top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $26.52 million.

  • Sealed Air Corporation (NYSE:SEE): On 06/30/2011, Blum Capital Partners reported holding 700,000 shares with a market value of $16,653,001. This comprised 0.89% of the total portfolio. On 09/30/2011, Blum Capital Partners reported holding 800,000 shares with a market value of $13,360,001. This comprised 1.05% of the total portfolio. The net change in shares for this position over the two quarters is 100,000. About Company: Sealed Air Corporation manufactures a wide range of packaging and performance-based materials and equipment systems. The Company’s products serve an array of food, industrial, medical, and consumer applications.
  • Newell Rubbermaid Inc. (NYSE:NWL): On 06/30/2011, Blum Capital Partners reported holding 0 shares. On 09/30/2011, Blum Capital Partners reported holding 1,100,000 shares with a market value of $13,057,000. This comprised 1.02% of the total portfolio. The net change in shares for this position over the two quarters is 1,100,000. About Company: Newell Rubbermaid Inc. manufactures and markets branded consumer products which are sold through a variety of retail and wholesale distribution channels. The Company’s products include housewares, juvenile products, home furnishings, office products, tools and hardware, and hair accessories.
  • Le Gaga Holdings Limited – American Depositary Shares (NASDAQ:GAGA): On 06/30/2011, Blum Capital Partners reported holding 0 shares. On 09/30/2011, Blum Capital Partners reported holding 17,500 shares with a market value of $103,075. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 17,500. About Company: Le Gaga Holding Limited is a China-based greenhouse vegetable producer. The Company sells a wide variety of vegetables to wholesalers, institutional customers and supermarket chains in China and Hong Kong.

(Note: Data regarding Blum Capital Partners’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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