Dreman Value Fund’s $355 Million Industrial Goods Q3 Investments

Wall St. Watchdog reveals information regarding Dreman Value Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 19 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $355.702 million.

  • Curtiss-wright Corp. (NYSE:CW): On 06/30/2011, Dreman Value Management reported holding 1,085,397 shares with a market value of $35,134,300. This comprised 0.68% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,100,428 shares with a market value of $31,725,339. This comprised 0.79% of the total portfolio. The net change in shares for this position over the two quarters is 15,031. About Company: Curtiss-Wright Corporation designs, manufactures, and overhauls precision components and systems. The Company’s systems provide highly engineered services to the aerospace, automotive, shipbuilding, oil, petrochemical, agricultural equipment, power generation, metal working, and fire and rescue industries.
  • Enersys (NYSE:ENS): On 06/30/2011, Dreman Value Management reported holding 1,184,058 shares with a market value of $40,755,274. This comprised 0.79% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,530,456 shares with a market value of $30,639,730. This comprised 0.77% of the total portfolio. The net change in shares for this position over the two quarters is 346,398. About Company: EnerSys manufactures, markets, and distributes industrial batteries. The Company also manufactures, markets, and distributes related products such as chargers, power equipment, and battery accessories. EnerSys provides related after-market and customer-support services for lead-acid industrial batteries.
  • Alliant Techsystems Inc. (NYSE:ATK): On 06/30/2011, Dreman Value Management reported holding 560,523 shares with a market value of $39,982,107. This comprised 0.77% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 557,198 shares with a market value of $30,372,862. This comprised 0.76% of the total portfolio. The net change in shares for this position over the two quarters is -3,325. About Company: Alliant Techsystems Inc. develops and supplies advanced weapon and space systems. The Company’s offerings include advanced missile systems, precision-guided munitions, electronic warfare and aircraft integration programs, satellite components and sub-systems, military ammunition and gun systems, and supplies ammunition to law enforcement agencies.
  • Barnes Group Inc. (NYSE:B): On 06/30/2011, Dreman Value Management reported holding 1,773,590 shares with a market value of $44,002,767. This comprised 0.85% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,570,336 shares with a market value of $30,228,968. This comprised 0.76% of the total portfolio. The net change in shares for this position over the two quarters is -203,254. About Company: Barnes Group Inc. is a diversified international manufacturer of precision metal parts and is a distributor of industrial supplies, serving a wide range of markets and customers. The Company’s products include precision mechanical and nitrogen gas springs and aircraft engine and airframe components and assemblies. Barnes also distributes maintenance, repair, and operating supplies.
  • Spx Corporation (NYSE:SPW): On 06/30/2011, Dreman Value Management reported holding 0 shares. On 09/30/2011, Dreman Value Management reported holding 649,986 shares with a market value of $29,450,867. This comprised 0.74% of the total portfolio. The net change in shares for this position over the two quarters is 649,986. About Company: SPX Corporation is a global provider of technical products and systems, industrial products and services, service solutions, and vehicle components. The Company designs, manufactures, and markets data networking equipment, fire detection equipment, power transformers, TV and radio broadcast equipment, and a variety of specialty tools, equipment, and services.
  • Esterline Technologies Corp. (NYSE:ESL): On 06/30/2011, Dreman Value Management reported holding 542,435 shares with a market value of $41,442,035. This comprised 0.8% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 545,162 shares with a market value of $28,261,198. This comprised 0.71% of the total portfolio. The net change in shares for this position over the two quarters is 2,727. About Company: Esterline Technologies Corporation is worldwide supplier to the aerospace and defense industry. The Company’s core products include technology interface systems for commercial and military aircraft, jet engine sensors and electrical power distribution equipment, high temperature resistant materials, combustible ordinance and electronic warfare countermeasure products.
  • General Cable Corp. (NYSE:BGC): On 06/30/2011, Dreman Value Management reported holding 953,442 shares with a market value of $40,597,562. This comprised 0.78% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,169,925 shares with a market value of $27,317,749. This comprised 0.68% of the total portfolio. The net change in shares for this position over the two quarters is 216,483. About Company: General Cable Corporation designs, develops, manufactures, markets, and distributes copper, aluminum, and fiber optic wire and cable products for the communications, electrical, and energy markets. The Company operates around the world.
  • Tutor Perini Corporation (NYSE:TPC): On 06/30/2011, Dreman Value Management reported holding 1,833,606 shares with a market value of $35,168,564. This comprised 0.68% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 2,310,471 shares with a market value of $26,547,311. This comprised 0.66% of the total portfolio. The net change in shares for this position over the two quarters is 476,865. About Company: Tutor Perini Corporation and its subsidiaries provide general contracting, construction management and design-build services to private clients and public agencies throughout the United States and selected overseas areas.
  • Emcor Group Inc. (NYSE:EME): On 06/30/2011, Dreman Value Management reported holding 1,338,127 shares with a market value of $39,220,502. This comprised 0.76% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,292,771 shares with a market value of $26,282,034. This comprised 0.66% of the total portfolio. The net change in shares for this position over the two quarters is -45,356. About Company: EMCOR Group, Inc. provides mechanical and electrical construction and facilities services around the world. The Company specializes in the design, installation, integration, and start-up of distribution systems for electrical power, lighting systems, low-voltage systems such as fire and security alarms, voice and data communication systems, ventilation systems, and plumbing and piping systems.
  • Briggs & Stratton Corp. (NYSE:BGG): On 06/30/2011, Dreman Value Management reported holding 1,838,172 shares with a market value of $36,506,097. This comprised 0.71% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,916,995 shares with a market value of $25,898,603. This comprised 0.65% of the total portfolio. The net change in shares for this position over the two quarters is 78,823. About Company: Briggs & Stratton Corporation designs, manufactures, markets, and services air cooled gasoline engines for outdoor power equipment. The Company’s engines are aluminum alloy gasoline engines ranging from three to 25 horsepower. Briggs & Stratton markets and services its products to original equipment manufacturers worldwide.

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

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