Scout Capital’s $458 Million Consumer Goods Quarterly Share Holdings: ST, CCE, BWA

Wall St. Watchdog reveals information regarding Scout Capital Management’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $458.751 million.

  • Sensata Technologies (NYSE:ST): On 06/30/2011, Scout Capital Management reported holding 10,500,000 shares with a market value of $395,325,016. This comprised 15.22% of the total portfolio. On 09/30/2011, Scout Capital Management reported holding 10,850,000 shares with a market value of $287,090,990. This comprised 12.92% of the total portfolio. The net change in shares for this position over the two quarters is 350,000. About Company: Sensata Technologies Holding N.V. develops, manufactures, and sells sensors and controls. The Company produces thermal circuit breakers for aircraft, pressure sensors in automotive systems, and bimetal current and temperature control devices in electric motors.
  • Coca-cola Enterprises Inc. (NYSE:CCE): On 06/30/2011, Scout Capital Management reported holding 2,350,000 shares with a market value of $68,573,001. This comprised 2.64% of the total portfolio. On 09/30/2011, Scout Capital Management reported holding 6,899,000 shares with a market value of $171,647,114. This comprised 7.72% of the total portfolio. The net change in shares for this position over the two quarters is 4,549,000. About Company: Coca-Cola Enterprises Inc. markets, sells, manufactures, and distributes non-alcoholic beverages. The Company provides refreshments, including sparkling waters, juices, isotonics, teas, and sodas. Coca-Cola Enterprises operates internationally.
  • Borgwarner Inc. (NYSE:BWA): On 06/30/2011, Scout Capital Management reported holding 0 shares. On 09/30/2011, Scout Capital Management reported holding 220,000 shares with a market value of $13,317. This comprised 0% of the total portfolio. The net change in shares for this position over the two quarters is 220,000. About Company: BorgWarner, Inc. supplies engineered systems and components, primarily for automotive powertrain applications. The Company’s products are manufactured and sold worldwide, primarily to original equipment manufacturers of passenger cars, sport utility vehicles, and light trucks. BorgWarner operates manufacturing facilities in North America, Europe, and Asia.

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

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