Bridger Ups General Motors Stake in 3rd Quarter Filing

Wall St. Watchdog reveals information regarding Bridger Management’s 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 $126.624 million.

  • General Motors Company Common Stock (NYSE:GM): On 06/30/2011, Bridger Management reported holding 2,100,000 shares with a market value of $63,756,001. This comprised 4.33% of the total portfolio. On 09/30/2011, Bridger Management reported holding 3,725,000 shares with a market value of $75,170,501. This comprised 5.6% of the total portfolio. The net change in shares for this position over the two quarters is 1,625,000. About Company: General Motors Co. manufactures and markets new cars and trucks. The Company offers features for special needs drivers, OnStar vehicle protection, service, parts, accessories, maintenance, XM satellite radio, features for commercial owners, and more. General Motors offers its vehicles and services worldwide. Competitors to Watch: Ford Motor Company (NYSE:F), Toyota Motor Corp. (NYSE:TM), HONDA MOTOR CO., LTD. (NYSE:HMC), Nissan Motor Co., Ltd. (NSANY), Tesla Motors Inc (NASDAQ:TSLA), Tata Motors Limited (NYSE:TTM), Spartan Motors, Inc. (NASDAQ:SPAR), and Federal Signal Corporation (NYSE:FSS).
  • Cott Corporation (NYSE:COT): On 06/30/2011, Bridger Management reported holding 6,417,855 shares with a market value of $53,974,160. This comprised 3.67% of the total portfolio. On 09/30/2011, Bridger Management reported holding 6,584,100 shares with a market value of $44,837,721. This comprised 3.34% of the total portfolio. The net change in shares for this position over the two quarters is 166,245. About Company: Cott Corporation produces and distributes a variety of premium beverages. The Company’s beverages include soft drinks, new age beverages, iced teas, juice drinks, sports drinks, and bottled water. Cott operates manufacturing facilities in Canada, the United States, the United Kingdom. The Company markets its beverages to retailers worldwide.
  • Boston Beer Co. Inc. (NYSE:SAM): On 06/30/2011, Bridger Management reported holding 91,000 shares with a market value of $8,153,600. This comprised 0.55% of the total portfolio. On 09/30/2011, Bridger Management reported holding 91,000 shares with a market value of $6,615,700. This comprised 0.49% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: The Boston Beer Company, Inc. produces a variety of craft-brewed beers and cider products at various contract breweries and Company-owned breweries. The Company sells its products under brand names such as Boston Beer Company, Oregon Beer and Brewing Company, Samuel Adams, and HardCore. Boston Beer sells its products to a network of wholesale distributors.

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

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