SEC 13F Intelligence

Managers / Q3 2020

Sandell Asset Management Corp.

CIK 0001140474 · 540 MADISON AVENUE, 36TH FLOOR, NEW YORK, NY, 10022 · 2126035700

Reported Value
$179M
Q3 2020
Positions
30
Filings on Record
8
2019–present window
Filed
Nov 16, 2020
original filing

Summary

Sandell Asset Management Corp. reported $179M in U.S.-listed holdings across 30 positions for Q3 2020.

The portfolio is heavily concentrated: DHR alone accounts for 22.3% of reported value.

Compared with Q2 2020, the fund opened 1 new position and exited 18.

Portfolio Metrics

Turnover
+10.8%
vs prior filed quarter
Top-10 Concentration
+70.1%
share of reported value
Largest Position
+22.3%
Danaher Corporation
New / Exited
1 / 18
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $905MQ4 ’18Q1 ’19: $565MQ1 ’19Q2 ’19: $883MQ2 ’19Q3 ’19: $298MQ3 ’19Q4 ’19: $618MQ4 ’19Q1 ’20: $459MQ1 ’20Q2 ’20: $250MQ2 ’20Q3 ’20: $179MQ3 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 87.1%ETP: 4.5%US DOMESTIC: 3.6%Other: 2.6%ADR: 2.1%
  • Common Stock · 87.1% · $156M
  • ETP · 4.5% · $8M
  • US DOMESTIC · 3.6% · $6M
  • Other · 2.6% · $5M
  • ADR · 2.1% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DCHAMERICAN AXLE & MFG HLDGS INNEW+100.0K100.0K+$577,000$577,000
AAPLAPPLE INCADDED+99.9K133.1K+$3M$15M
EAELECTRONIC ARTS INCSOLD OUT100.0K0$13M$0
XPERI HOLDING CORPSOLD OUT750.5K0$11M$0
ACTIVISION BLIZZARD INCSOLD OUT100.0K0$8M$0
TCOTAUBMAN CTRS INCSOLD OUT194.0K0$7M$0
TTWOTAKE-TWO INTERACTIVE SOFTWARSOLD OUT50.0K0$7M$0
TGNATEGNA INCSOLD OUT547.7K0$6M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2020

27 positions
#IssuerClass% PortfolioValueShares
1DHRDANAHER CORPORATIONhistory →COM22.30%$40M185.0K
2AAPLAPPLE INChistory →COM8.63%$15M133.1K
3AMZNAMAZON COM INChistory →COM8.40%$15M4.8K
4MSFTMICROSOFT CORPhistory →COM7.33%$13M62.3K
5METAFACEBOOK INChistory →CL A4.78%$9M32.6K
6GOOGALPHABET INChistory →CAP STK CL C4.33%$8M5.3K
7GLDSPDR GOLD TRhistory →GOLD SHS3.76%$7M37.9K
8DISH NETWORK CORPORATIONNOTE 3.375% 8/13.62%$6M7.00M
9DISDISNEY WALT COhistory →COM DISNEY3.51%$6M50.5K
10BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW3.50%$6M29.4K
11PYPLPAYPAL HLDGS INChistory →COM2.97%$5M26.9K
12NAVNAVISTAR INTL CORP NEWhistory →COM2.77%$5M113.7K
13MANCHESTER UTD PLC NEWORD CL A2.60%$5M320.0K
14VODVODAFONE GROUP PLC NEWhistory →SPONSORED ADR2.14%$4M285.0K
15MAMASTERCARD INCORPORATEDhistory →CL A2.08%$4M11.0K
16OLNOLIN CORPhistory →COM PAR $11.96%$3M282.5K
17VVISA INChistory →COM CL A1.89%$3M16.9K
18FISFIDELITY NATL INFORMATION SVhistory →COM1.81%$3M22.0K
19VRTVERTIV HOLDINGS COhistory →COM CL A1.75%$3M180.0K
20KRATON CORPORATIONCOM1.70%$3M170.0K
21WHWYNDHAM HOTELS & RESORTS INChistory →COM1.40%$2M49.4K
22ADUNITED STATES CELLULAR CORPCOM0.89%$2M54.0K
23DANDANA INCORPORATEDCOM0.88%$2M127.9K
24IDNAISHARES TRGENOMICS IMMUN0.76%$1M35.0K
25DALDELTA AIR LINES INC DELCOM NEW0.60%$1M35.0K
26LIBERTY MEDIA CORP DELCOM A SIRIUSXM · COM C SIRIUSXM0.47%$845,00025.5K
27DCHAMERICAN AXLE & MFG HLDGS INCOM0.32%$577,000100.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020$179M30Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$250M52Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$459M59May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$618M50Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$298M40Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$883M41Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$565M41May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$905M44Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.