Winton Capital Likes These Q3 Industrial Goods Stocks: LLL, NOC, GD, TYC, ITT, RTN, PH, DE, DOV

Wall St. Watchdog reveals information regarding Winton Capital Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 31 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $45.756 million.

  • L-3 Communications Holdings Inc. (NYSE:LLL): On 06/30/2011, Winton Capital Management reported holding 20,600 shares with a market value of $1,801,470. This comprised 0.78% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 78,600 shares with a market value of $4,870,842. This comprised 0.69% of the total portfolio. The net change in shares for this position over the two quarters is 58,000. About Company: L-3 Communications Holdings, Inc. is a prime system contractor in aircraft modernization and maintenance, Command, Control, Communications, Intelligence, Surveillance and Reconnaissance (C3ISR) systems, and government services. The Company’s customers include the DoD, aerospace prime contractors, and commercial telecommunications customers.
  • Northrop Grumman Corporation (NYSE:NOC): On 06/30/2011, Winton Capital Management reported holding 15,200 shares with a market value of $1,054,120. This comprised 0.46% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 88,100 shares with a market value of $4,596,177. This comprised 0.65% of the total portfolio. The net change in shares for this position over the two quarters is 72,900. About Company: Northrop Grumman Corporation is a global security company. The Company provides systems, products, and solutions in aerospace, electronics, information systems, shipbuilding and technical services to government and commercial customers worldwide.
  • General Dynamics Corp. (NYSE:GD): On 06/30/2011, Winton Capital Management reported holding 17,400 shares with a market value of $1,296,648. This comprised 0.56% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 70,100 shares with a market value of $3,987,989. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is 52,700. About Company: General Dynamics Corporation is a diversified defense company. The Company offers a broad portfolio of products and services in business aviation; combat vehicles, weapons systems and munitions; shipbuilding design and construction; and information systems, technologies and services.
  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Winton Capital Management reported holding 19,400 shares with a market value of $958,942. This comprised 0.42% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 67,400 shares with a market value of $2,746,550. This comprised 0.39% of the total portfolio. The net change in shares for this position over the two quarters is 48,000. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • Itt Corporation (NYSE:ITT): On 06/30/2011, Winton Capital Management reported holding 13,500 shares with a market value of $795,555. This comprised 0.35% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 52,600 shares with a market value of $2,209,200. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is 39,100. About Company: ITT Corporation designs and manufactures a variety of engineered products. The Company produces pumps, systems, and services to measure and control water and other fluids. ITT also supplies military defense systems, including night vision devices, secure communication systems, and avionics, in addition to providing electrical interconnects, and data storage and PC cards.
  • Raytheon Co. (NYSE:RTN): On 06/30/2011, Winton Capital Management reported holding 27,900 shares with a market value of $1,390,815. This comprised 0.6% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 51,900 shares with a market value of $2,121,153. This comprised 0.3% of the total portfolio. The net change in shares for this position over the two quarters is 24,000. About Company: Raytheon Company operates in defense, homeland security and other government markets. The Company provides electronics, mission systems integration in the areas of sensing, effects, command, control, communications and intelligence systems, and mission support services. Raytheon provides products and services worldwide.
  • Fluor Corporation (NYSE:FLR): On 06/30/2011, Winton Capital Management reported holding 0 shares. On 09/30/2011, Winton Capital Management reported holding 44,300 shares with a market value of $2,062,165. This comprised 0.29% of the total portfolio. The net change in shares for this position over the two quarters is 44,300. About Company: Fluor Corporation is a professional services company. The Company provides engineering, procurement, construction and maintenance as well as project management services on a global basis. Fluor also provides outsourcing of maintenance services and asset operations, equipment rental and sales, business support services, and other services.
  • Parker Hannifin Corporation (NYSE:PH): On 06/30/2011, Winton Capital Management reported holding 4,100 shares with a market value of $367,934. This comprised 0.16% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 32,000 shares with a market value of $2,020,160. This comprised 0.29% of the total portfolio. The net change in shares for this position over the two quarters is 27,900. About Company: Parker Hannifin Corporation manufactures motion control products, including fluid power systems, electromechanical controls, and related components. The Company also produces fluid purification, fluid flow, process instrumentation, air conditioning, refrigeration, and electromagnetic shielding and thermal management products.
  • Deere & Company (NYSE:DE): On 06/30/2011, Winton Capital Management reported holding 5,400 shares with a market value of $445,230. This comprised 0.19% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 28,400 shares with a market value of $1,833,788. This comprised 0.26% of the total portfolio. The net change in shares for this position over the two quarters is 23,000. About 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.
  • Dover Corp. (NYSE:DOV): On 06/30/2011, Winton Capital Management reported holding 9,400 shares with a market value of $637,320. This comprised 0.28% of the total portfolio. On 09/30/2011, Winton Capital Management reported holding 34,600 shares with a market value of $1,612,360. This comprised 0.23% of the total portfolio. The net change in shares for this position over the two quarters is 25,200. About Company: Dover Corporation manufactures a variety of specialized industrial products and manufacturing equipment. The Company’s products include Material handling equipment, refuse truck bodies, tank trailers, refrigeration systems, refrigeration display cases, marking and coding systems,sucker rods, drill bit inserts, nozzles, swivels and breakaways, and electronic technology equipment.

(Note: Data regarding Winton Capital Management’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