Visium Asset Management Likes These Basic Materials Stocks Most in Q3

Wall St. Watchdog reveals information regarding Visium Asset Management’s top holdings in the Basic Materials sector for the quarter ending September 30th, 2011. The firm held 28 stocks in the Basic Materials sector at the end of the quarter with an aggregate market value of $20.939 million.

  • El Paso Corp. (NYSE:EP): On 06/30/2011, Visium Asset Management reported holding 123,159 shares with a market value of $2,487,812. This comprised 0.12% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 135,014 shares with a market value of $2,360,045. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is 11,855. About Company: El Paso Corporation operates natural gas pipeline and storage facilities, transports natural gas, and imports liquefied natural gas. El Paso also explores for and produces natural gas. The Company has operations in the United States, Brazil, and Egypt.
  • Mosaic Co. (NYSE:MOS): On 06/30/2011, Visium Asset Management reported holding 25,000 shares with a market value of $1,693,250. This comprised 0.08% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 40,000 shares with a market value of $2,168,000. This comprised 0.15% of the total portfolio. The net change in shares for this position over the two quarters is 15,000. About Company: The Mosaic Company produces and distributes crop nutrients to the agricultural communities located in North America and other countries. The Company’s principal products include concentrated phosphates, and potash.
  • W.r. Grace & Co. (NYSE:GRA): On 06/30/2011, Visium Asset Management reported holding 158,157 shares with a market value of $7,216,704. This comprised 0.35% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 60,957 shares with a market value of $2,029,868. This comprised 0.14% of the total portfolio. The net change in shares for this position over the two quarters is -97,200. About Company: W.R. Grace & Co. supplies specialty chemical, construction, and container products. The Company’s customers include the food, consumer products, petroleum refinery, and construction industries. W.R. Grace’s businesses focus on catalysts and silica products, construction products, and container products.
  • Nalco Holding Co. (NYSE:NLC): On 06/30/2011, Visium Asset Management reported holding 0 shares. On 09/30/2011, Visium Asset Management reported holding 52,201 shares with a market value of $1,825,991. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is 52,201. About 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.
  • Eog Resources Inc. (NYSE:EOG): On 06/30/2011, Visium Asset Management reported holding 0 shares. On 09/30/2011, Visium Asset Management reported holding 25,000 shares with a market value of $1,775,250. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is 25,000. About Company: EOG Resources, Inc. explores for, develops, produces and markets natural gas and crude oil. The Company operates in major producing basins in the United States, Canada, Trinidad, the United Kingdom North Sea, China and, from time to time, select other international areas.
  • Marathon Petroleum Corporation Common Stock (NYSE:MPC): On 06/30/2011, Visium Asset Management reported holding 0 shares. On 09/30/2011, Visium Asset Management reported holding 61,690 shares with a market value of $1,669,331. This comprised 0.11% of the total portfolio. The net change in shares for this position over the two quarters is 61,690. About Company: Marathon Petroleum Corporation, together with its subsidiaries, engages in refining, transporting, and marketing petroleum products primarily in the United States and internationally.
  • Walter Energy Inc. (NYSE:WLT): On 06/30/2011, Visium Asset Management reported holding 0 shares. On 09/30/2011, Visium Asset Management reported holding 25,000 shares with a market value of $1,500,250. This comprised 0.1% of the total portfolio. The net change in shares for this position over the two quarters is 25,000. About Company: Walter Energy, Inc. mines coal. The Company produces metallurgical and steam and industrial coal,; manufactures blast furnace, foundry, industrial and buckwheat coke; and produces light oil, coal tar, and ammonium sulfate. Walter Energy also degasifies coalbeds and sells the gas to a utility.
  • Marathon Oil Corporation (NYSE:MRO): On 06/30/2011, Visium Asset Management reported holding 17,000 shares with a market value of $895,560. This comprised 0.04% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 52,000 shares with a market value of $1,122,160. This comprised 0.08% of the total portfolio. The net change in shares for this position over the two quarters is 35,000. About Company: Marathon Oil Corporation, through its subsidiaries, is an integrated oil firm with operations worldwide. The Company explores for and produces and markets liquid hydrocarbons and natural gas on a worldwide basis. Marathon also mines, extracts and transports bitumen from oil sands deposits in Alberta, Canada and refines, markets and transports crude oil and petroleum products.
  • Cvr Energy Inc. (NYSE:CVI): On 06/30/2011, Visium Asset Management reported holding 134,512 shares with a market value of $3,311,686. This comprised 0.16% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 50,104 shares with a market value of $1,059,199. This comprised 0.07% of the total portfolio. The net change in shares for this position over the two quarters is -84,408. About Company: CVR Energy, Inc. is an independent refiner and marketer of transportation fuels. The Company, also through a limited partnership produces ammonia and urea ammonia nitrate, or UAN, fertilizers.
  • Alpha Natural Resources Inc. (NYSE:ANR): On 06/30/2011, Visium Asset Management reported holding 0 shares. On 09/30/2011, Visium Asset Management reported holding 50,000 shares with a market value of $884,500. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is 50,000. About Company: Alpha Natural Resources, Inc. extracts, processes, and markets steam and metallurgical coal. The Company conducts operations from surface and underground mines located in the northern and central Appalachian regions and Colorado, all located in the United States. Alpha Natural Resources markets its coal to electric utilities, steel and other industrial producers.

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

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