Industrial Goods Sector 3rd Quarter Fund Activity: TYC, TKR, MY, X, HXL, CCC, MTZ

Wall St. Watchdog reveals information regarding Passport Capital’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 9 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $30.46 million.

  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Passport Capital reported holding 349,500 shares with a market value of $17,275,785. This comprised 1.09% of the total portfolio. On 09/30/2011, Passport Capital reported holding 349,500 shares with a market value of $14,242,125. This comprised 1% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • Timken Co. (NYSE:TKR): On 06/30/2011, Passport Capital reported holding 387,300 shares with a market value of $19,519,921. This comprised 1.24% of the total portfolio. On 09/30/2011, Passport Capital reported holding 387,300 shares with a market value of $12,711,186. This comprised 0.89% of the total portfolio. The net change in shares for this position over the two quarters is 0. 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.
  • China Ming Yang Wind Power Group Limited American Depositary Shares Each Representing One Ordinary Share $0.001 Par Val (NYSE:MY): On 06/30/2011, Passport Capital reported holding 263,200 shares with a market value of $1,655,528. This comprised 0.1% of the total portfolio. On 09/30/2011, Passport Capital reported holding 973,600 shares with a market value of $2,580,040. This comprised 0.18% of the total portfolio. The net change in shares for this position over the two quarters is 710,400. About Company: China Ming Yang Wind Power Group Limited designs, manufactures, sells and services wind turbines. The Company’s client base are Chinese state owned power producers.
  • United States Steel Corp. (NYSE:X): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 25,000 shares with a market value of $550,250. This comprised 0.04% of the total portfolio. The net change in shares for this position over the two quarters is 25,000. 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.
  • Myr Group Inc. (NASDAQ:MYRG): On 06/30/2011, Passport Capital reported holding 13,000 shares with a market value of $304,200. This comprised 0.02% of the total portfolio. On 09/30/2011, Passport Capital reported holding 6,358 shares with a market value of $112,155. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is -6,642. About Company: MYR Group Inc. is a specialty contractor serving the electrical infrastructure market in the United States. The Company serves the transmission and distribution sector of the United States electric utility industry. MYR Group also provides commercial and industrial electrical contracting services in the western United States.
  • Hexcel Corp. (NYSE:HXL): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 3,800 shares with a market value of $84,208. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 3,800. About Company: Hexcel Corporation develops, manufactures, and markets reinforcement products, composite materials, and engineered products. The Company’s products are used in the commercial aerospace, space and defense, electronics, general industrial, and recreation markets for a variety of end products. Hexcel operates around the world.
  • Calgon Carbon Corporation (NYSE:CCC): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 4,900 shares with a market value of $71,393. This comprised 0.01% of the total portfolio. The net change in shares for this position over the two quarters is 4,900. About Company: Calgon Carbon Corporation manufactures and markets products and services employed for separation, concentration, and purification of liquids and gases. The Company serves customers around the world in a variety of areas, including drinking water and wastewater treatment, environmental remediation, industrial process applications, chemical manufacturing, refining, and air purification.
  • Mastec Inc. (NYSE:MTZ): On 06/30/2011, Passport Capital reported holding 3,700 shares with a market value of $72,964. This comprised 0% of the total portfolio. On 09/30/2011, Passport Capital reported holding 3,700 shares with a market value of $65,157. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: MasTec Inc., is a specialty contractor operating across a range of industries. The Companys activities are the building, installation, maintenance and upgrade of utility and communications infrastructure, including electrical utility transmission and distribution, windfarms, solar farms, other renewable energy and natural gas infrastructure, wireless, wireline, etc.
  • United States Steel Corp. (NYSE:X): On 06/30/2011, Passport Capital reported holding 0 shares. On 09/30/2011, Passport Capital reported holding 2,000,000 shares with a market value of $43,941. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 2,000,000. 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 Passport Capital’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

Advantage: Check out our interactive stock charts, fundamentals, Twitter stream, and more >>

Improve Your 2011 Financial Health: Join the winning team of stock pickers with Wall St. Cheat Sheet’s acclaimed premium newsletter>>