Stevens Capital Likes DuPont and CF Industries in Latest 13F

Following is information regarding Stevens Capital Management LP’s top holdings in the Basic Materials sector for the quarter ending September 30th, 2011:

  • E I duPont de Nemours & Co. (NYSE:DD): On 6/30/11 Stevens Capital Management LP reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Stevens Capital Management LP held 181,876 shares with a market value of $7,269,584. This comprised 0.66% of the total portfolio. The net change in shares for this position over the two quarters is 181,876. 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.
  • Arch Chemicals, Inc. (NYSE:ARJ): On 6/30/11 Stevens Capital Management LP reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Stevens Capital Management LP held 144,539 shares with a market value of $6,781,770. This comprised 0.61% of the total portfolio. The net change in shares for this position over the two quarters is 144,539. About the company: Arch Chemicals, Inc. manufactures specialty chemicals and provides value-added products and services to various industries. The Company produces microelectronic chemicals, water chemicals, and performance chemicals.
  • Temple-Inland, Inc. (NYSE:TIN): On 6/30/11 Stevens Capital Management LP reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Stevens Capital Management LP held 213,865 shares with a market value of $6,708,945. This comprised 0.61% of the total portfolio. The net change in shares for this position over the two quarters is 213,865. About the company: Temple-Inland Inc. manufactures paper, corrugated packaging, and building products. Temple-Inland’s products include linerboard, lumber, particleboard, and fiberboard.
  • Nalco Holding Co. (NYSE:NLC): On 6/30/11 Stevens Capital Management LP reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Stevens Capital Management LP held 185,459 shares with a market value of $6,487,356. This comprised 0.59% of the total portfolio. The net change in shares for this position over the two quarters is 185,459. About the company: Nalco Holding Co. provides integrated water treatment and process improvement services, chemicals and equipment programs for industrial and institutional applications. The Company’s products and services are used in water treatment applications to prevent corrosion, contamination and the buildup of harmful deposits, or in production processes to enhance process efficiency.
  • CF Industries Holdings, Inc. (NYSE:CF): On 6/30/11 Stevens Capital Management LP reported holding 34,049 shares with a market value of $4,823,722. This comprised 0.26% of the total portfolio. On 9/30/11, Stevens Capital Management LP held 44,873 shares with a market value of $5,536,879. This comprised 0.50% of the total portfolio. The net change in shares for this position over the two quarters is 10,824. About the company: CF Industries Holdings, Inc. manufactures and distributes nitrogen and phosphate fertilizer products in North America. The Company’s principal products in the nitrogen segment are ammonia, urea and urea ammonium nitrate solution and its principal products in the phosphate segment are diammonium phosphate, monoammonium phosphate, and granular muriate of potash.
  • Freeport-McMoRan Copper & Gold, Inc. (NYSE:FCX): On 6/30/11 Stevens Capital Management LP reported holding 49,978 shares with a market value of $2,643,836. This comprised 0.14% of the total portfolio. On 9/30/11, Stevens Capital Management LP held 117,857 shares with a market value of $3,588,746. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is 67,879. 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 Stevens Capital Management LP reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 9/30/11, Stevens Capital Management LP held 36,939 shares with a market value of $3,453,058. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is 36,939. 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 Steven Capital Management’s stock holdings are sourced from whalewisdom.com.  All data are assumed to be accurate.)

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