Samlyn Capital’s Third Quarter Stock Industrial Goods Investments: GTI, ERJ, AWI, TDG

Wall St. Watchdog reveals information regarding Samlyn Capital Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $146.724 million.

  • Graftech International Ltd. (NYSE:GTI): On 06/30/2011, Samlyn Capital Management reported holding 7,373,511 shares with a market value of $149,461,071. This comprised 4.82% of the total portfolio. On 09/30/2011, Samlyn Capital Management reported holding 8,442,711 shares with a market value of $107,222,428. This comprised 4.33% of the total portfolio. The net change in shares for this position over the two quarters is 1,069,200. About Company: GrafTech International Ltd. manufactures and provides natural and synthetic graphite and carbon based products and services. The Company offers energy solutions to customers worldwide involved in the manufacture of steel, aluminum, silicon metal, automotive products, and electronics. GrafTech’s products include graphite electrodes, carbon electrodes, and flexible graphite.
  • Embraer – Empresa Brasileira De Aeron (NYSE:ERJ): On 06/30/2011, Samlyn Capital Management reported holding 1,020,500 shares with a market value of $31,410,991. This comprised 1.01% of the total portfolio. On 09/30/2011, Samlyn Capital Management reported holding 939,400 shares with a market value of $23,832,579. This comprised 0.96% of the total portfolio. The net change in shares for this position over the two quarters is -81,100. About Company: Embraer SA manufactures and markets commercial, corporate, and defense aircraft. The Company also provides maintenance and repair services and markets spare parts for its jets. Embraer markets its aircraft to commercial airlines mainly in the United States and Europe and to governments in Europe and Latin America.
  • Armstrong World Industries Inc. (NYSE:AWI): On 06/30/2011, Samlyn Capital Management reported holding 322,200 shares with a market value of $14,679,432. This comprised 0.47% of the total portfolio. On 09/30/2011, Samlyn Capital Management reported holding 442,500 shares with a market value of $15,239,699. This comprised 0.61% of the total portfolio. The net change in shares for this position over the two quarters is 120,300. About Company: Armstrong World Industries, Inc. designs and manufactures floors, ceilings, and cabinets in the United States and other countries around the world.
  • Transdigm Group Incorporated (NYSE:TDG): On 06/30/2011, Samlyn Capital Management reported holding 0 shares. On 09/30/2011, Samlyn Capital Management reported holding 5,252 shares with a market value of $428,931. This comprised 0.02% of the total portfolio. The net change in shares for this position over the two quarters is 5,252. About Company: TransDigm Group, Inc., through subsidiaries, manufactures aircraft components. The Company produces ignition systems and components, gear pumps, mechanical/electromechanical actuators and controls, NiCad batteries/chargers, power conditioning devices, hold-open rods and locking devices, engineered connectors and latches, cockpit security devices, and AC/DC electric motors.

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

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