SAC Capital Reduces Green Mountain Stake and Corn Products Q3 Holding

Following is information regarding SAC Capital’s top holdings in the Consumer Non-Cyclical sector for the quarter ending September 30th, 2011.

  • Mead Johnson Nutrition Company (NYSE:MJN): On 6/30/11 SAC Capital reported holding 981,897 shares with a market value of $66,327,145. This comprised 0.48% of the total portfolio. On 9/30/11, SAC Capital held 1,444,633 shares with a market value of $99,434,092. This comprised 0.97% of the total portfolio. The net change in shares for this position over the two quarters is 462,736. About the company: Mead Johnson Nutrition Company manufactures nutritional products for infants, children, and expectant and nursing mothers. The Company markets its products in North America, Latin America, Europe and Asia.
  • Green Mountain Coffee Roasters, Inc. (NASDAQ:GMCR): On 6/30/11 SAC Capital reported holding 1,089,418 shares with a market value of $97,241,453. This comprised 0.70% of the total portfolio. On 9/30/11, SAC Capital held 630,886 shares with a market value of $58,634,546. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is -458,532. About the company: Green Mountain Coffee Roasters, Inc. roasts Arabica coffees and offers various coffee selections. The Company’s products include single-origin, estate, certified organic, Fair Trade, signature blends, and flavored coffees sold under the Green Mountain Coffee Roasters brand. Green Mountain serves offices, supermarkets, and convenience stores, and operates a direct mail business. Competitors to Watch: Farmer Brothers Co. (NASDAQ:FARM), Peet’s Coffee & Tea, Inc. (NASDAQ:PEET), Coffee Holding Co., Inc. (NASDAQ:JVA), Starbucks Corporation (NASDAQ:SBUX), The J.M. Smucker Company (NYSE:SJM), Sara Lee Corp. (NYSE:SLE), Dunkin Brands (NASDAQ:DNKN) and Kraft Foods Inc. (NYSE:KFT).
  • Heckmann Corporation (NYSE:HEK): On 6/30/11 SAC Capital reported holding 1,824,071 shares with a market value of $11,017,389. This comprised 0.08% of the total portfolio. On 9/30/11, SAC Capital held 6,855,908 shares with a market value of $36,267,753. This comprised 0.35% of the total portfolio. The net change in shares for this position over the two quarters is 5,031,837. About the company: Heckmann Corporation is an investment holding company, operating in the water industry. The Company, through its subsidiaries, provide water treatment and disposal services, operate bottling facilities, and transport water through pipelines.
  • Corn Products International, Inc. (NYSE:CPO): On 6/30/11 SAC Capital reported holding 1,378,633 shares with a market value of $76,210,831. This comprised 0.55% of the total portfolio. On 9/30/11, SAC Capital held 745,881 shares with a market value of $29,268,372. This comprised 0.29% of the total portfolio. The net change in shares for this position over the two quarters is -632,752. About the company: Corn Products International, Inc. refines corn and produces sweeteners and starches. The Company has customers in a wide range of industries, including the food, soft drink, brewing, pharmaceutical, corrugating, paper, and textile industries. Corn Products has Company-owned operations, joint ventures, alliances, and technical licenses in countries around the world. Competitors to Watch: Archer Daniels Midland Co. (NYSE:ADM), Bunge Limited (NYSE:BG), MGP Ingredients, Inc. (NASDAQ:MGPI), Darling International Inc. (NYSE:DAR), SunOpta, Inc. (NASDAQ:STKL), Mosaic (NYSE:MOS), Potash (NYSE:POT), Agrium (NYSE:AGU) and CF Industries (NYSE:CF).

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

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