This Fund’s Top Services Stocks in $376 Million Sector Portfolio: LVS, DTV, URI, H, HOT, CAR, DTG

Wall St. Watchdog reveals information regarding Bridger Management’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 8 stocks in the Services sector at the end of the quarter with an aggregate market value of $376.296 million.

  • Las Vegas Sands Corp. (NYSE:LVS): On 06/30/2011, Bridger Management reported holding 1,665,000 shares with a market value of $70,279,648. This comprised 4.78% of the total portfolio. On 09/30/2011, Bridger Management reported holding 2,150,000 shares with a market value of $82,431,000. This comprised 6.14% of the total portfolio. The net change in shares for this position over the two quarters is 485,000. About Company: Las Vegas Sands Corp. owns and operates casino resorts and convention centers. The Company operates in United States, Macau and Singapore. Las Vegas Sand Corp’s casino’s offer a wide range of gaming activities and entertainment as well as overnight accomodations, while its expo centers host a wide range of entertainment shows, expositions, and other activities.
  • Directv (NASDAQ:DTV): On 06/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $91,475,999. This comprised 6.22% of the total portfolio. On 09/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $76,086,001. This comprised 5.67% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: DIRECTV provides digital television entertainment in the United States and Latin America. The Company acquires, promotes, sells and distributes digital entertainment programming via satellite to residential and commercial subscribers.
  • United Rentals Inc. (NYSE:URI): On 06/30/2011, Bridger Management reported holding 2,025,000 shares with a market value of $51,434,999. This comprised 3.5% of the total portfolio. On 09/30/2011, Bridger Management reported holding 4,161,283 shares with a market value of $70,076,006. This comprised 5.22% of the total portfolio. The net change in shares for this position over the two quarters is 2,136,283. About Company: United Rentals, Inc., through its subsidiary, is an equipment rental company operating a network of locations in the United States, Canada, and Mexico. The Company serves the construction industry, industrial and commercial concerns, homeowners, and other individuals.
  • Hyatt Hotels Corporation (NYSE:H): On 06/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $73,475,999. This comprised 5% of the total portfolio. On 09/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $56,466,002. This comprised 4.21% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Hyatt Hotels Corp. is a global hospitality company. The Company manages, franchises, owns, and develops branded hotels, resorts and residential and vacation ownership properties around the world.
  • Starwood Hotels & Resorts Worldwide Inc. (NYSE:HOT): On 06/30/2011, Bridger Management reported holding 1,090,000 shares with a market value of $61,083,601. This comprised 4.15% of the total portfolio. On 09/30/2011, Bridger Management reported holding 1,090,000 shares with a market value of $42,313,800. This comprised 3.15% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Starwood Hotels & Resorts Worldwide, Inc. owns, manages, and franchises luxury and upscale hotels throughout the world. The Company also develops and operates vacation interval ownership resorts.
  • Avis Budget Group Inc. (NYSE:CAR): On 06/30/2011, Bridger Management reported holding 2,603,179 shares with a market value of $44,488,330. This comprised 3.02% of the total portfolio. On 09/30/2011, Bridger Management reported holding 3,103,179 shares with a market value of $30,007,741. This comprised 2.24% of the total portfolio. The net change in shares for this position over the two quarters is 500,000. About Company: Avis Budget Group, Inc. offers automobile and truck rental services.
  • K12 Inc. (NYSE:LRN): On 06/30/2011, Bridger Management reported holding 521,823 shares with a market value of $17,293,214. This comprised 1.18% of the total portfolio. On 09/30/2011, Bridger Management reported holding 521,823 shares with a market value of $13,285,613. This comprised 0.99% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: K12 Inc. is a technology-based education company. The Company offers proprietary curriculum, software and educational services created for online delivery to students in kindergarten through 12th grade, or K-12.
  • Dollar Thrifty Automotive Group Inc. (NYSE:DTG): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 100,000 shares with a market value of $5,630,000. This comprised 0.42% of the total portfolio. The net change in shares for this position over the two quarters is 100,000. About Company: Dollar Thrifty Automotive Group, Inc. operates Dollar and Thrifty vehicle rental systems. The Company provides its services to leisure customers, tourists, small businesses, and independent business travelers. Dollar Thrifty operates locations in the United States and Canada, as well as other countries.

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

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