Goodrich Corp Leads Millennium’s $433M Invested in Industrial Goods Stocks

Wall St. Watchdog reveals information regarding Millennium Management LLC’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 146 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $433.507 million.

  • Goodrich Corp. (NYSE:GR): On 06/30/2011, Millennium Management LLC reported holding 64,644 shares with a market value of $6,173,502. This comprised 0.06% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 345,566 shares with a market value of $41,702,905. This comprised 0.49% of the total portfolio. The net change in shares for this position over the two quarters is 280,922. About Company: Goodrich Corporation supplies aerospace components, systems, and services to customers located worldwide. The Company manufactures various aerostructures, aircraft evacuation systems, passenger restraint systems, sensor systems, pump and engine controls, de-icing systems, and other products. Goodrich serves the commercial, military, general aviation, and space industries.
  • Shaw Group Inc. (NYSE:SHAW): On 06/30/2011, Millennium Management LLC reported holding 857,031 shares with a market value of $25,890,906. This comprised 0.24% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 1,192,738 shares with a market value of $25,930,124. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is 335,707. About Company: The Shaw Group Inc. provides engineering, procurement, construction, maintenance, fabrication, manufacturing, consulting, remediation, and facilities management services for government and private sector clients in the power, process, environmental, infrastructure, and emergency response markets.
  • Toll Brothers Inc. (NYSE:TOL): On 06/30/2011, Millennium Management LLC reported holding 143,595 shares with a market value of $2,978,160. This comprised 0.03% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 1,202,215 shares with a market value of $17,347,963. This comprised 0.2% of the total portfolio. The net change in shares for this position over the two quarters is 1,058,620. About Company: Toll Brothers, Inc. builds luxury homes, serving both move-up and empty nester buyers in several regions of the United States. The Company builds customized single and attached homes, primarily on land that it develops and improves. Toll Brothers also operates its own architectural, engineering, mortgage, title, security, landscape, insurance brokerage, and manufacturing operations.
  • Lennar Corp. (NYSE:LEN): On 06/30/2011, Millennium Management LLC reported holding 540,393 shares with a market value of $9,808,133. This comprised 0.09% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 1,015,664 shares with a market value of $13,752,091. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is 475,271. About Company: Lennar Corporation constructs and sells single-family attached and detached homes, and to a lesser extent multi-level buildings as well as buys and sells residential land. The Company also provides mortgage financing, title insurance, closing services and other ancillary services (including personal lines insurance, high-speed Internet and cable television).
  • Transdigm Group Incorporated (NYSE:TDG): On 06/30/2011, Millennium Management LLC reported holding 0 shares. On 09/30/2011, Millennium Management LLC reported holding 147,959 shares with a market value of $12,083,811. This comprised 0.14% of the total portfolio. The net change in shares for this position over the two quarters is 147,959. About Company: TransDigm Group, Inc., through subsidiaries, manufactures aircraft components. The Company produces ignition systems and components, gear pumps, mechanical/electromechanical actuators and controls, NiCad batteries/chargers, power conditioning devices, hold-open rods and locking devices, engineered connectors and latches, cockpit security devices, and AC/DC electric motors.
  • Precision Castparts Corp. (NYSE:PCP): On 06/30/2011, Millennium Management LLC reported holding 0 shares. On 09/30/2011, Millennium Management LLC reported holding 76,112 shares with a market value of $11,832,372. This comprised 0.14% of the total portfolio. The net change in shares for this position over the two quarters is 76,112. About Company: Precision Castparts Corp. is a worldwide manufacturer of complex metal components and products. The Company manufactures large, complex structural investment castings and airfoil castings used in jet aircraft engines. Precision has also expanded into the industrial gas turbine, industrial metal working tools and machines, and other metal products markets.
  • Boeing Co. (NYSE:BA): On 06/30/2011, Millennium Management LLC reported holding 346,706 shares with a market value of $25,631,975. This comprised 0.23% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 190,191 shares with a market value of $11,508,457. This comprised 0.14% of the total portfolio. The net change in shares for this position over the two quarters is -156,515. About Company: The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide. The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.
  • Itt Corporation (NYSE:ITT): On 06/30/2011, Millennium Management LLC reported holding 64 shares with a market value of $3,772. This comprised 0% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 255,100 shares with a market value of $10,714,200. This comprised 0.13% of the total portfolio. The net change in shares for this position over the two quarters is 255,036. About Company: ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for growing industrial end-markets in energy infrastructure, electronics, aerospace and transportation.
  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Millennium Management LLC reported holding 266,842 shares with a market value of $13,190,000. This comprised 0.12% of the total portfolio. On 09/30/2011, Millennium Management LLC reported holding 261,556 shares with a market value of $10,658,407. This comprised 0.13% of the total portfolio. The net change in shares for this position over the two quarters is -5,286. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • Dover Corp. (NYSE:DOV): On 06/30/2011, Millennium Management LLC reported holding 0 shares. On 09/30/2011, Millennium Management LLC reported holding 220,827 shares with a market value of $10,290,538. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is 220,827. About Company: Dover Corporation manufactures a variety of specialized industrial products and manufacturing equipment. The Company’s products include Material handling equipment, refuse truck bodies, tank trailers, refrigeration systems, refrigeration display cases, marking and coding systems,sucker rods, drill bit inserts, nozzles, swivels and breakaways, and electronic technology equipment.

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

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