White Elm Capital’s Favorite 3 Consumer Goods Stocks in Latest Quarterly Filing

Wall St. Watchdog reveals information regarding White Elm Capital’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $24.463 million.

  • Polo Ralph Lauren Corp. (NYSE:RL): On 06/30/2011, White Elm Capital reported holding 44,500 shares with a market value of $5,901,145. This comprised 3.04% of the total portfolio. On 09/30/2011, White Elm Capital reported holding 86,700 shares with a market value of $11,244,990. This comprised 6.39% of the total portfolio. The net change in shares for this position over the two quarters is 42,200. About Company: Polo Ralph Lauren Corporation designs, markets, and distributes men’s, women’s and children’s apparel, accessories, fragrances, and home furnishings. The Company’s products are sold under a wide range of brands. Polo’s operations include Wholesale, Retail and Licensing.
  • Sensata Technologies (NYSE:ST): On 06/30/2011, White Elm Capital reported holding 373,700 shares with a market value of $14,069,806. This comprised 7.24% of the total portfolio. On 09/30/2011, White Elm Capital reported holding 254,600 shares with a market value of $6,736,716. This comprised 3.83% of the total portfolio. The net change in shares for this position over the two quarters is -119,100. About Company: Sensata Technologies Holding N.V. develops, manufactures, and sells sensors and controls. The Company produces thermal circuit breakers for aircraft, pressure sensors in automotive systems, and bimetal current and temperature control devices in electric motors.
  • Fossil Inc. (NASDAQ:FOSL): On 06/30/2011, White Elm Capital reported holding 0 shares. On 09/30/2011, White Elm Capital reported holding 79,960 shares with a market value of $6,481,557. This comprised 3.68% of the total portfolio. The net change in shares for this position over the two quarters is 79,960. About Company: Fossil, Inc. designs, develops, markets, and distributes consumer fashion accessories. The Company’s products include an extensive line of men’s and women’s fashion watches and jewelry sold under proprietary and licensed brands, handbags, small leather goods, belts, sunglasses, and apparel.

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

Advantage: Check out our interactive stock charts, fundamentals, Twitter stream, and more >>

Improve Your 2011 Financial Health: Join the winning team of stock pickers with Wall St. Cheat Sheet’s acclaimed premium newsletter>>

More from The Cheat Sheet