Top Asset Manager’s Biggest Industrial Goods Stock Positions: AME, DCI, NDSN, PNR, PLL, WCN, LUK

Wall St. Watchdog reveals information regarding Columbia Wanger Asset Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 25 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $2.065 billion.

  • Ametek Inc. (NYSE:AME): On 06/30/2011, Columbia Wanger Asset Management reported holding 11,352,850 shares with a market value of $509,742,982. This comprised 2.11% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 11,174,250 shares with a market value of $368,415,036. This comprised 1.99% of the total portfolio. The net change in shares for this position over the two quarters is -178,600. About Company: AMETEK, Inc. is a global manufacturer of electronic instruments and electromechanical devices. The Company manufactures advanced instruments for process, aerospace, power and industrial markets and is a supplier of electrical interconnects, specialty metals, technical motors and systems, and floor care and specialty motors.
  • Donaldson Company Inc. (NYSE:DCI): On 06/30/2011, Columbia Wanger Asset Management reported holding 6,336,150 shares with a market value of $384,477,584. This comprised 1.59% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 6,288,150 shares with a market value of $344,590,615. This comprised 1.86% of the total portfolio. The net change in shares for this position over the two quarters is -48,000. About Company: Donaldson Company, Inc. manufactures filtration systems and replacement parts. The Company’s products include filters and emission control products for heavy duty mobile equipment, in-plant air cleaning systems, air intake systems for industrial gas turbines, and specialized filters for computer disk drives, aircraft cabins, and semiconductors. Donaldson operates around the world.
  • Nordson Corporation (NASDAQ:NDSN): On 06/30/2011, Columbia Wanger Asset Management reported holding 4,852,400 shares with a market value of $266,154,133. This comprised 1.1% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 4,852,400 shares with a market value of $192,834,384. This comprised 1.04% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Nordson Corporation designs, manufactures, and markets systems that apply adhesives, sealants, and coatings to consumer and industrial products during manufacturing operations. The Company’s products include customized electronic controls for the precise application and curing of materials to meet customers’ requirements. Nordson operates around the world.
  • Kennametal Inc. (NYSE:KMT): On 06/30/2011, Columbia Wanger Asset Management reported holding 4,551,000 shares with a market value of $192,097,706. This comprised 0.79% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 5,252,000 shares with a market value of $171,950,489. This comprised 0.93% of the total portfolio. The net change in shares for this position over the two quarters is 701,000. About Company: Kennametal Inc. manufactures, purchases, and distributes tools, tooling systems, and solutions to the metalworking, mining, oil, and energy industries. The Company also manufactures and distributes wear-resistant parts for a wide range of industries. Kennametal operates worldwide.
  • Pentair Inc. (NYSE:PNR): On 06/30/2011, Columbia Wanger Asset Management reported holding 4,898,800 shares with a market value of $197,715,571. This comprised 0.82% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 4,898,800 shares with a market value of $156,810,580. This comprised 0.85% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Pentair, Inc. is a diversified manufacturing company. The Company produces electrical and electronic enclosures, professional tools, and water products. Pentair manufactures and distributes its products in North America, Europe, and Asia.
  • Pall Corp. (NYSE:PLL): On 06/30/2011, Columbia Wanger Asset Management reported holding 2,856,000 shares with a market value of $160,592,879. This comprised 0.66% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 2,808,000 shares with a market value of $119,059,204. This comprised 0.64% of the total portfolio. The net change in shares for this position over the two quarters is -48,000. About Company: Pall Corporation is a supplier of filtration, separation and purification technologies. The Company utilizes proprietary filter media and other fluid clarification and separation equipment for the removal of solid, liquid, and gaseous contaminants.
  • Waste Connections Inc. (NYSE:WCN): On 06/30/2011, Columbia Wanger Asset Management reported holding 2,020,500 shares with a market value of $64,110,464. This comprised 0.27% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 2,748,000 shares with a market value of $92,937,359. This comprised 0.5% of the total portfolio. The net change in shares for this position over the two quarters is 727,500. About Company: Waste Connections, Inc. provides solid waste collection, transfer, disposal, and recycling services in secondary markets of the western United States. The Company owns and operates collection facilities, transfer stations, landfills, and recycling facilities.
  • Quanta Services Inc. (NYSE:PWR): On 06/30/2011, Columbia Wanger Asset Management reported holding 4,421,000 shares with a market value of $89,304,203. This comprised 0.37% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 4,536,000 shares with a market value of $85,231,444. This comprised 0.46% of the total portfolio. The net change in shares for this position over the two quarters is 115,000. About Company: Quanta Services, Inc. provides specialized contracting services to electric utilities, telecommunication and cable television operators, and governmental entities. The Company also installs transportation control and lighting systems and provides specialty electric power and communication services for industrial and commercial customers. Quanta performs projects across the United States.
  • Leucadia National Corp. (NYSE:LUK): On 06/30/2011, Columbia Wanger Asset Management reported holding 3,303,000 shares with a market value of $112,632,295. This comprised 0.47% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 3,249,500 shares with a market value of $73,698,661. This comprised 0.4% of the total portfolio. The net change in shares for this position over the two quarters is -53,500. About Company: Leucadia National Corporation is a diversified holding company. The Company is involved in a variety of businesses, including manufacturing, telecommunications, property management and services, gaming entertainment, real estate activities, medical product development and winery operations.
  • Graftech International Ltd. (NYSE:GTI): On 06/30/2011, Columbia Wanger Asset Management reported holding 3,565,800 shares with a market value of $72,278,768. This comprised 0.3% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 5,696,400 shares with a market value of $72,344,279. This comprised 0.39% of the total portfolio. The net change in shares for this position over the two quarters is 2,130,600. 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.

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

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