Hedge Fund Starts New Multi Million Positions in Shares of BP and Motorola Mobility

Wall St. Watchdog reveals information regarding Perry Corp.’s top holdings for the quarter ending September 30th, 2011. The firm held 24 stocks at the end of the quarter with an aggregate market value of $936.597 million.

  • Iron Mountain Inc. (NYSE:IRM): On 06/30/2011, Perry Corp. reported holding 6,337,657 shares with a market value of $216,050,728. This comprised 12.25% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 4,505,000 shares with a market value of $142,448,104. This comprised 15.49% of the total portfolio. The net change in shares for this position over the two quarters is -1,832,657. About Company: Iron Mountain Incorporated provides records and information management services to customers in North America, Europe, Latin America and Asia Pacific. The Company offers records management services for both physical and digital media, disaster recovery support services, and consulting.
  • Anadarko Petroleum Corporation (NYSE:APC): On 06/30/2011, Perry Corp. reported holding 800,000 shares with a market value of $61,408,002. This comprised 3.48% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 1,960,000 shares with a market value of $123,577,999. This comprised 13.44% of the total portfolio. The net change in shares for this position over the two quarters is 1,160,000. About Company: Anadarko Petroleum Corporation is an independent oil and gas exploration and production company with international operations. In the United States, the Company operates in Texas and surrounding states, the Rocky Mountain region, Alaska, and the Gulf of Mexico. Internationally, Anadarko has exploration and/or production operations in Africa, Asia, South America, and the Caribbean.
  • Motorola Mobility Holdings (NYSE:MMI): On 06/30/2011, Perry Corp. reported holding 0 shares. On 09/30/2011, Perry Corp. reported holding 2,762,832 shares with a market value of $104,379,790. This comprised 11.35% of the total portfolio. The net change in shares for this position over the two quarters is 2,762,832.
  • Bp Plc (NYSE:BP): On 06/30/2011, Perry Corp. reported holding 0 shares. On 09/30/2011, Perry Corp. reported holding 2,276,000 shares with a market value of $82,095,319. This comprised 8.93% of the total portfolio. The net change in shares for this position over the two quarters is 2,276,000. About Company: BP plc is an oil and petrochemicals company. The Company explores for and produces oil and natural gas, refines, markets, and supplies petroleum products, generates solar energy, and manufactures and markets chemicals. BP’s chemicals include terephthalic acid, acetic acid, acrylonitrile, ethylene and polyethylene.
  • Universal American Corp (NYSE:UAM): On 06/30/2011, Perry Corp. reported holding 7,694,185 shares with a market value of $84,251,324. This comprised 4.78% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 7,694,185 shares with a market value of $77,403,504. This comprised 8.42% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Universal American Financial Corp. is a life and accident and health insurance holding company. The Company focuses on senior market life insurance, annuity and accident and health insurance products designed for sale primarily in New York, Florida, and Texas.
  • Yahoo! Inc. (NASDAQ:YHOO): On 06/30/2011, Perry Corp. reported holding 12,500,000 shares with a market value of $188,000,000. This comprised 10.66% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 5,100,000 shares with a market value of $67,167,000. This comprised 7.31% of the total portfolio. The net change in shares for this position over the two quarters is -7,400,000. About Company: Yahoo! Inc. is a global Internet media company that offers an online guide to Web navigation, aggregated information content, communication services, and commerce. The Company’s site includes a hierarchical, subject-based directory of Web sites, which enables users to locate and access information and services through hypertext links included in the directory.
  • Southern Union Co. (NYSE:SUG): On 06/30/2011, Perry Corp. reported holding 1,467,649 shares with a market value of $58,926,110. This comprised 3.34% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 1,518,190 shares with a market value of $61,592,968. This comprised 6.7% of the total portfolio. The net change in shares for this position over the two quarters is 50,541. About Company: Southern Union Company, through subsidiaries, gathers, processes, stores, transports, and distributes natural gas. The Company transports natural gas by pipeline from gas producing areas to customers primarily in the southeast, midwest, and Great Lakes region. Southern Union also operates a liquefied natural gas import terminal.
  • Royal Bank Of Scotland Group Plc Pfd M (RBS-PM): On 06/30/2011, Perry Corp. reported holding 4,486,483 shares with a market value of $77,167,511. This comprised 4.37% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 4,795,370 shares with a market value of $51,262,503. This comprised 5.58% of the total portfolio. The net change in shares for this position over the two quarters is 308,887.
  • General Motors Company Common Stock (NYSE:GM): On 06/30/2011, Perry Corp. reported holding 5,627,366 shares with a market value of $170,846,835. This comprised 9.68% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 2,000,000 shares with a market value of $40,360,001. This comprised 4.39% of the total portfolio. The net change in shares for this position over the two quarters is -3,627,366. 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.
  • Johnson & Johnson (NYSE:JNJ): On 06/30/2011, Perry Corp. reported holding 528,486 shares with a market value of $35,154,887. This comprised 1.99% of the total portfolio. On 09/30/2011, Perry Corp. reported holding 528,486 shares with a market value of $33,659,273. This comprised 3.66% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.

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

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