Fund Spotlight on Stock Holding Changes for DE, CNH, LPX, CMI, JOYG, TEX, GFA, TKR, X

Wall St. Watchdog reveals information regarding Van Eck Associates’ top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 30 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $646.236 million.

  • Deere & Company (NYSE:DE): On 06/30/2011 reported holding 9,602,710 shares with a market value of $791,743,410. This comprised 2.03% of the total portfolio. On 09/30/2011 reported holding 5,156,299 shares with a market value of $332,942,225. This comprised 1.82% of the total portfolio. The net change in shares for this position over the two quarters is -4,446,411. About Company: Deere & Company manufactures and distributes a range of agricultural, construction and forestry, and commercial and consumer equipment. The Company supplies replacement parts for its own products and for those of other manufacturers. Deere also provides product and parts financing services.
  • Cnh Global Nv (NYSE:CNH): On 06/30/2011 reported holding 7,896,670 shares with a market value of $305,206,308. This comprised 0.78% of the total portfolio. On 09/30/2011 reported holding 4,273,568 shares with a market value of $112,138,423. This comprised 0.61% of the total portfolio. The net change in shares for this position over the two quarters is -3,623,102. About Company: CNH Global N.V. designs, manufactures, and distributes a full line of agricultural and construction equipment. The Company also provides equipment financing services. CNH Global’s products are sold through dealers and distributors on a worldwide basis.
  • Louisiana-pacific Corp. (NYSE:LPX): On 06/30/2011 reported holding 16,446,000 shares with a market value of $133,870,446. This comprised 0.34% of the total portfolio. On 09/30/2011 reported holding 7,681,400 shares with a market value of $39,175,139. This comprised 0.21% of the total portfolio. The net change in shares for this position over the two quarters is -8,764,600. About Company: Louisiana-Pacific Corporation manufactures building materials and engineered wood products in the United States, Canada, Chile, and Brazil. The Company’s products are used by homebuilders and light commercial builders. Louisiana Pacific’s products include oriented strand board sheathing, flooring, radiant barrier panels, siding and trim, I-joists, and laminated veneer lumber.
  • Cummins Inc. (NYSE:CMI): On 06/30/2011 reported holding 921,200 shares with a market value of $95,334,986. This comprised 0.24% of the total portfolio. On 09/30/2011 reported holding 407,400 shares with a market value of $33,268,285. This comprised 0.18% of the total portfolio. The net change in shares for this position over the two quarters is -513,800. About Company: Cummins Inc. designs, manufactures, distributes and services diesel and natural gas engines. The Company also manufactures electric power generation systems and engine-related component products, including filtration and exhaust aftertreatment, fuel systems, controls, and air handling systems.
  • Joy Global Inc. (NASDAQ:JOYG): On 06/30/2011 reported holding 1,080,042 shares with a market value of $102,863,198. This comprised 0.26% of the total portfolio. On 09/30/2011 reported holding 431,972 shares with a market value of $26,946,414. This comprised 0.15% of the total portfolio. The net change in shares for this position over the two quarters is -648,070. About Company: Joy Global Inc. manufactures and markets underground mining equipment and surface mining equipment. The Company’s equipment is used for the extraction of ores and minerals.
  • Terex Corp. (NYSE:TEX): On 06/30/2011 reported holding 4,810,600 shares with a market value of $136,861,574. This comprised 0.35% of the total portfolio. On 09/30/2011 reported holding 2,062,000 shares with a market value of $21,156,120. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is -2,748,600. About Company: Terex Corporation is a diversified global manufacturer. The Company’s products include heavy-duty off-road trucks and high-capacity surface mining trucks, as well as large hydraulic mining shovels. Terex also manufactures and sells telescopic mobile cranes, aerial work platforms, utility aerial devices, telescopic material handlers and truck mounted cranes, and related products.
  • Gafisa S.a. (NYSE:GFA): On 06/30/2011 reported holding 6,579,946 shares with a market value of $62,246,289. This comprised 0.16% of the total portfolio. On 09/30/2011 reported holding 3,061,320 shares with a market value of $17,663,816. This comprised 0.1% of the total portfolio. The net change in shares for this position over the two quarters is -3,518,626. About Company: Gafisa S.A. acquires, operates, and develops real estate. The Company also operates in the civil engineering and construction sector.
  • Lindsay Corporation (NYSE:LNN): On 06/30/2011 reported holding 421,420 shares with a market value of $28,993,697. This comprised 0.07% of the total portfolio. On 09/30/2011 reported holding 226,674 shares with a market value of $12,195,061. This comprised 0.07% of the total portfolio. The net change in shares for this position over the two quarters is -194,746. About Company: Lindsay Corporation manufactures and markets center pivot and lateral move irrigation equipment, as well as large diameter steel tubing, for use to irrigate agricultural crops. The Company also provides outsourced manufacturing and production services to original equipment manufacturers in the United States.
  • Timken Co. (NYSE:TKR): On 06/30/2011 reported holding 399,448 shares with a market value of $20,132,180. This comprised 0.05% of the total portfolio. On 09/30/2011 reported holding 216,928 shares with a market value of $7,119,577. This comprised 0.04% of the total portfolio. The net change in shares for this position over the two quarters is -182,520. About Company: The Timken Company manufactures and distributes anti-friction roller bearings and specialty alloy steels. The Company’s products are used in general industry and in a wide variety of products, including passenger cars, machine tools, farm and construction equipment, and rolling mills, and other products.
  • United States Steel Corp. (NYSE:X): On 06/30/2011 reported holding 460,452 shares with a market value of $21,199,211. This comprised 0.05% of the total portfolio. On 09/30/2011 reported holding 310,244 shares with a market value of $6,828,471. This comprised 0.04% of the total portfolio. The net change in shares for this position over the two quarters is -150,208. About Company: United States Steel Corporation is an integrated steel producer with production operations in North America and Europe. The Company’s operations include coke production in both North America and Europe and iron ore pellets in North America, transportation services (railroad and barge operations), real estate operations, and engineering and consulting services in North America.

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

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