SEC 13F Intelligence

Managers / Q3 2019 · view latest →

Sandell Asset Management Corp.

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

Reported Value
$298M
Q3 2019
Positions
40
Filings on Record
8
2019–present window
Filed
Nov 14, 2019
original filing

Summary

Sandell Asset Management Corp. reported $298M in U.S.-listed holdings across 40 positions for Q3 2019.

Its largest position, CELG, represents 12.3% of the portfolio.

Compared with Q2 2019, the fund opened 10 new positions and exited 15.

Portfolio Metrics

Turnover
+15.8%
vs prior filed quarter
Top-10 Concentration
+62.7%
share of reported value
Largest Position
+12.3%
Celgene
New / Exited
10 / 15
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: 72.4%ETP: 15.5%Other: 10.3%US DOMESTIC: 1.6%ADR: 0.3%
  • Common Stock · 72.4% · $215M
  • ETP · 15.5% · $46M
  • Other · 10.3% · $31M
  • US DOMESTIC · 1.6% · $5M
  • ADR · 0.3% · $896,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MEDIDATA SOLUTIONS INCNEW+331.0K331.0K+$30M$30M
GENESEE & WYO INCNEW+150.0K150.0K+$17M$17M
QQQINVESCO QQQ TRNEW+50.0K50.0K+$9M$9M
DISDISNEY WALT CONEW+55.0K55.0K+$7M$7M
FISFIDELITY NATL INFORMATION SVNEW+10.3K10.3K+$1M$1M
VODVODAFONE GROUP PLC NEWNEW+45.0K45.0K+$896,000$896,000
DCHAMERICAN AXLE & MFG HLDGS INNEW+95.0K95.0K+$781,000$781,000
DELPHI TECHNOLOGIES PLCNEW+40.0K40.0K+$536,000$536,000

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

Holdings — Q3 2019

34 positions
#IssuerClass% PortfolioValueShares
1CELGCELGENE CORPhistory →COM12.25%$36M367.1K
2MEDIDATA SOLUTIONS INCCOM10.18%$30M331.0K
3ALLERGAN PLCSHS9.95%$30M176.0K
4WELLCARE HEALTH PLANS INCCOM5.79%$17M66.5K
5GENESEE & WYO INCCL A5.57%$17M150.0K
6ZAYO GROUP HLDGS INCCOM5.42%$16M475.4K
7SPARK THERAPEUTICS INCCOM4.99%$15M153.0K
8CYEURCYPRESS SEMICONDUCTOR CORPhistory →COM3.61%$11M460.0K
9ADSWADVANCED DISP SVCS INC DELhistory →COM2.52%$7M230.3K
10MSFTMICROSOFT CORPhistory →COM2.39%$7M51.2K
11AMZNAMAZON COM INChistory →COM2.25%$7M3.9K
12AAPLAPPLE INChistory →COM2.05%$6M27.3K
13PCRXPACIRA BIOSCIENCEShistory →COM1.79%$5M140.0K
14GOOGALPHABET INChistory →CAP STK CL C1.79%$5M4.4K
15DHRDANAHER CORPORATIONhistory →COM1.74%$5M35.9K
16METAFACEBOOK INChistory →CL A1.60%$5M26.7K
17DISH NETWORK CORPNOTE 3.375% 8/11.55%$5M5.00M
18DISDISNEY WALT COhistory →COM DISNEY1.10%$3M25.0K
19TIVO CORPCOM0.99%$3M387.7K
20WHWYNDHAM HOTELS & RESORTS INCCOM0.86%$3M49.4K
21MAMASTERCARD INCCL A0.58%$2M6.4K
22VVISA INCCOM CL A0.53%$2M9.1K
23PYPLPAYPAL HLDGS INCCOM0.50%$1M14.3K
24OXYOCCIDENTAL PETE CORPCOM0.48%$1M32.0K
25FISFIDELITY NATL INFORMATION SVCOM0.46%$1M10.3K
26LIBERTY MEDIA CORP DELAWARECOM A SIRIUSXM0.32%$964,00023.2K
27VODVODAFONE GROUP PLC NEWSPONSORED ADR0.30%$896,00045.0K
28MAXAR TECHNOLOGIES INCCOM0.27%$791,000104.0K
29DCHAMERICAN AXLE & MFG HLDGS INCOM0.26%$781,00095.0K
30AALAMERICAN AIRLS GROUP INCCOM0.23%$674,00025.0K
31DELPHI TECHNOLOGIES PLCSHS0.18%$536,00040.0K
32MANCHESTER UTD PLC NEWORD CL A0.12%$364,00022.2K
33URIUNITED RENTALS INCCOM0.12%$361,0002.9K
34HUNHUNTSMAN CORPCOM0.08%$233,00010.0K

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 ↗.