Maverick Capital Starts Anheuser-Busch and Goodyear Share Positions

Wall St. Watchdog reveals information regarding Maverick Capital’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 5 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $289.024 million.

  • Companhia De Bebidas Das Americas (ambev) (NYSE:ABV): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 7,224,183 shares with a market value of $221,421,206. This comprised 3.13% of the total portfolio. The net change in shares for this position over the two quarters is 7,224,183. About Company: Companhia de Bebidas das Americas (AmBev) produces beer, soft drinks, teas, mineral water, and sports drinks. The Company’s main brands are Antarctica, Brahma, and Skol. AmBev is the sole distributor of Pepsi products in Brazil.
  • Anheuser-busch Inbev (NYSE:BUD): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 442,351 shares with a market value of $23,435,756. This comprised 0.33% of the total portfolio. The net change in shares for this position over the two quarters is 442,351. About Company: Anheuser-Busch InBev NV brews beer. The Company manufactures ale, lager, stout, and bitter beer. Anheuser-Busch InBev owns brands that are both nationally and internationally prominent. The Company has production plants in Europe, the Americas, and Asia.
  • Goodyear Tire & Rubber Co. (NYSE:GT): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 1,847,463 shares with a market value of $18,640,902. This comprised 0.26% of the total portfolio. The net change in shares for this position over the two quarters is 1,847,463. About Company: The Goodyear Tire & Rubber Company develops, manufactures, distributes, and sells tires for most applications. The Company also manufactures and markets several lines of rubber and rubber-related chemicals and provides automotive repair services. Goodyear also retreads truck, aircraft, and heavy equipment tires. The Company provides its products and services worldwide.
  • Sanderson Farms Inc. (NASDAQ:SAFM): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 298,603 shares with a market value of $14,183,643. This comprised 0.2% of the total portfolio. The net change in shares for this position over the two quarters is 298,603. About Company: Sanderson Farms, Inc. produces, processes, markets, and distributes fresh and frozen chicken products. The Company also processes, markets, and distributes processed and prepared food items. Sanderson Farms sells its chicken, primarily under the Sanderson Farms brand name, to retailers, distributors, and fast food operators in the southeastern, southwestern, and western United States.
  • Winnebago Industries Inc. (NYSE:WGO): On 06/30/2011, Maverick Capital reported holding 1,993,909 shares with a market value of $19,261,161. This comprised 0.19% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 1,639,086 shares with a market value of $11,342,475. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is -354,823. About Company: Winnebago Industries, Inc. manufactures motor homes that are self-contained recreation vehicles used primarily in leisure travel and outdoor recreation activities. The Company’s motor homes are sold through dealer organizations under the Winnebago, Itasca, Rialta, and Ultimate brand names. Winnebago also manufactures extruded aluminum, commercial vehicles, and components.

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

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