Top Capital Goods Stocks of This Big Fund in Latest 13F

Following is information regarding Perkins Investment Management’s top holdings in the Capital Goods sector for the quarter ending September 30th, 2011:

  • URS Corporation (NYSE:URS): On 6/30/11 Perkins Investment Management reported holding 6,828,851 shares with a market value of $305,522,805. This comprised 1.63% of the total portfolio. On 9/30/11, Perkins Investmnet Management held 7,127,841 shares with a market value of $211,411,763. This comprised 1.45% of the total portfolio. The net change in shares for this position over the two quarters is 298,990. About the company: URS Corporation offers a broad range of planning, design, and program and construction management services. The Company provides services for infrastructure projects involving air and surface transportation systems, industrial and commercial facilities, and pollution control and hazardous waste management programs.
  • Jacobs Engineering Group, Inc. (NYSE:JEC): On 6/30/11 Perkins Investment Management reported holding 3,106,633 shares with a market value of $134,361,877. This comprised 0.72% of the total portfolio. On 9/30/11, Perkins Investmnet Management held 4,428,180 shares with a market value of $142,985,936. This comprised 0.98% of the total portfolio. The net change in shares for this position over the two quarters is 1,321,547. About the company: Jacobs Engineering Group Inc. provides a broad range of technical, professional, and construction services to a large number of industrial, commercial, and governmental clients around the world. The Company’s servies include project servicees, process, scientific, and systems consulting, construction services, and operations and maintenance services.
  • Deere & Co. (NYSE:DE): On 6/30/11 Perkins Investment Management reported holding 1,294,019 shares with a market value of $106,691,863. This comprised 0.57% of the total portfolio. On 9/30/11, Perkins Investmnet Management held 1,288,207 shares with a market value of $83,179,526. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is -5,812. About the company: Deere & Company manufactures and distributes a range of agricultural, construction and forestry, and commercial and consumer equipment. The Company supplies replacement parts for its own products and for those of other manufacturers. Deere also provides product and parts financing services.
  • KBR, Inc. (NYSE:KBR): On 6/30/11 Perkins Investment Management reported holding 2,441,318 shares with a market value of $92,013,272. This comprised 0.49% of the total portfolio. On 9/30/11, Perkins Investmnet Management held 2,895,989 shares with a market value of $68,432,218. This comprised 0.47% of the total portfolio. The net change in shares for this position over the two quarters is 454,671. About the company: KBR, Inc. is a global engineering, construction, and services company supporting the energy, petrochemicals, government services, and civil infrastructure sectors. The Company offers a wide range of services through two business segments, Energy and Chemicals (E&C) and Government and Infrastructure (G&I).
  • MDC Holdings, Inc. (NYSE:MDC): On 6/30/11 Perkins Investment Management reported holding 3,445,716 shares with a market value of $84,902,440. This comprised 0.45% of the total portfolio. On 9/30/11, Perkins Investmnet Management held 3,866,094 shares with a market value of $65,491,634. This comprised 0.45% of the total portfolio. The net change in shares for this position over the two quarters is 420,378. About the company: M.D.C. Holdings, Inc., through its subsidiaries, builds and sells homes under the name Richmond American Homes. The Company also originates mortgage loans primarily for its home buyers. M.D.C. builds its single-family homes in Colorado, Virginia, Maryland, Northern and Southern California, Arizona, and Nevada.
  • Rockwell Collins, Inc. (NYSE:COL): On 6/30/11 Perkins Investment Management reported holding 2,495,302 shares with a market value of $153,935,177. This comprised 0.82% of the total portfolio. On 9/30/11, Perkins Investmnet Management held 1,217,904 shares with a market value of $64,256,613. This comprised 0.44% of the total portfolio. The net change in shares for this position over the two quarters is -1,277,398. About the company: Rockwell Collins, Inc. designs, produces, markets, and supports electronic communications, avionics, and in-flight entertainment systems. The Company’s systems are used by commercial, military, and government customers located throughout the world.

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

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