Owl Creek Asset Management’s Top 4 Services Stocks

Wall St. Watchdog reveals information regarding Owl Creek Asset Management’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Services sector at the end of the quarter with an aggregate market value of $186.123 million.

  • Express Scripts Inc. (NASDAQ:ESRX): On 06/30/2011, Owl Creek Asset Management reported holding 0 shares. On 09/30/2011, Owl Creek Asset Management reported holding 3,705,100 shares with a market value of $137,348,056. This comprised 5.57% of the total portfolio. The net change in shares for this position over the two quarters is 3,705,100. About Company: Express Scripts, Inc is a full service pharmacy benefit management and specialty managed care company serving clients throughout North America. The Company’s customers include managed care organizations, insurance carriers, third party administrators, employers, and union-sponsored benefit plans. Express provides pharmacy network management, formulary management, and other services.
  • Medcohealth Solutions Inc. (NYSE:MHS): On 06/30/2011, Owl Creek Asset Management reported holding 3,533,399 shares with a market value of $199,707,713. This comprised 4.82% of the total portfolio. On 09/30/2011, Owl Creek Asset Management reported holding 800,499 shares with a market value of $37,535,398. This comprised 1.52% of the total portfolio. The net change in shares for this position over the two quarters is -2,732,900. About Company: Medco Health Solutions, Inc. is a pharmacy benefit manager. The Company provides programs and services for its clients and the members of their pharmacy benefit plans, and for the physicians and pharmacies the members use.
  • J. C. Penney Company Inc. (NYSE:JCP): On 06/30/2011, Owl Creek Asset Management reported holding 1,775,100 shares with a market value of $61,311,956. This comprised 1.48% of the total portfolio. On 09/30/2011, Owl Creek Asset Management reported holding 279,639 shares with a market value of $7,488,733. This comprised 0.3% of the total portfolio. The net change in shares for this position over the two quarters is -1,495,461. About Company: J.C. Penney Company, Inc., through a subsidiary, operates department stores in the United States and Puerto Rico. The Company provides merchandise and services to consumers through department stores, catalog departments, and the Internet. JCPenney markets primarily family apparel, jewelry, shoes, accessories, and home furnishings.
  • Yrc Worldwide Inc. (NASDAQ:YRCW): On 06/30/2011, Owl Creek Asset Management reported holding 0 shares. On 09/30/2011, Owl Creek Asset Management reported holding 75,011,292 shares with a market value of $3,750,565. This comprised 0.15% of the total portfolio. The net change in shares for this position over the two quarters is 75,011,292. About Company: YRC Worldwide, Inc. offers freight transportation services.

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

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