MM Capital Ups Stake in Monsanto, 3M and DuPont in Q3

Following is information regarding MM Capital LLC’s top holdings in the Basic Materials sector for the quarter ending September 30th, 2011.

  • Monsanto Co. (NYSE:MON): On 6/30/11 MM Capital LLC reported holding 10,234 shares with a market value of $742,374. This comprised 0.18% of the total portfolio. On 9/30/11, MM Capital LLC held 123,161 shares with a market value of $7,394,587. This comprised 0.93% of the total portfolio. The net change in shares for this position over the two quarters is 112,927. About the company: Monsanto Company provides agricultural products for farmers. The Company’s business segments are seeds and genomics. Monsanto produces a wide range of seeds and develops biotechnology traits that assist farmers in controlling insects and weeds as well as provides other seed companies with genetic material and biotechnology traits for their seed brands.
  • 3M Co. (NYSE:MMM): On 6/30/11 MM Capital LLC reported holding 9,993 shares with a market value of $947,836. This comprised 0.23% of the total portfolio. On 9/30/11, MM Capital LLC held 47,735 shares with a market value of $3,426,896. This comprised 0.43% of the total portfolio. The net change in shares for this position over the two quarters is 37,742. About the company: 3M Co. conducts operations in electronics, telecommunications, industrial, consumer and office, health care, safety, and other markets. The Company’s businesses share technologies, manufacturing operations, brands, marketing channels, and other resources. 3M serves customers in countries located around the world.
  • EI DuPont de Nemours & Co. (NYSE:DD): On 6/30/11 MM Capital LLC reported holding 15,250 shares with a market value of $824,262. This comprised 0.20% of the total portfolio. On 9/30/11, MM Capital LLC held 75,327 shares with a market value of $3,010,820. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is 60,077. About the company: E. I. du Pont de Nemours and Company is a global chemical and life sciences company, with businesses that include agriculture and industrial biotechnology, chemistry, biology, materials science and manufacturing. The Company operates globally and offers a wide range of products and services for markets including agriculture and food, building and construction, electronics and communications.
  • Freeport-McMoRan Copper & Gold, Inc. (NYSE:FCX): On 6/30/11 MM Capital LLC reported holding 28,062 shares with a market value of $1,484,480. This comprised 0.36% of the total portfolio. On 9/30/11, MM Capital LLC held 72,764 shares with a market value of $2,215,664. This comprised 0.28% of the total portfolio. The net change in shares for this position over the two quarters is 44,702. About the company: Freeport-McMoRan Copper & Gold Inc., through its subsidiary, is a copper, gold and molybdenum mining company. The Company primarily mines for copper and owns mining interests in Chile and Indonesia. Freeport-McMoRan Copper & Gold also, through a subsidiary, is involved in smelting and refining of copper concentrates.
  • Praxair, Inc. (NYSE:PX): On 6/30/11 MM Capital LLC reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, MM Capital LLC held 22,180 shares with a market value of $2,073,386. This comprised 0.26% of the total portfolio. The net change in shares for this position over the two quarters is 22,180. About the company: Praxair, Inc. supplies gas to industries primarily located in North and South America. The Company produces, sells, and distributes atmospheric gases including oxygen, nitrogen, argon, and rare gases, as well as process gases including carbon dioxide, helium, hydrogen, electronics gases, and acetylene. Praxair also supplies metallic and ceramic coatings and powders.

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

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