Wall St. Watchdog reveals information regarding Discovery Capital Management’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 $101.563 million.

• Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR): On 06/30/2011, Discovery Capital Management reported holding 1,147,760 shares with a market value of $102,449,060. This comprised 3.42% of the total portfolio. On 09/30/2011, Discovery Capital Management reported holding 959,660 shares with a market value of $89,190,803. This comprised 3.07% of the total portfolio. The net change in shares for this position over the two quarters is -188,100. About Company: Green Mountain Coffee Roasters, Inc. roasts Arabica coffees and offers various coffee selections. The Company’s products include single-origin, estate, certified organic, Fair Trade, signature blends, and flavored coffees sold under the Green Mountain Coffee Roasters brand. Green Mountain serves offices, supermarkets, and convenience stores, and operates a direct mail business.
• Anheuser-busch Inbev (NYSE:BUD): On 06/30/2011, Discovery Capital Management reported holding 0 shares. On 09/30/2011, Discovery Capital Management reported holding 198,000 shares with a market value of $10,490,040. This comprised 0.36% of the total portfolio. The net change in shares for this position over the two quarters is 198,000. About Company: Anheuser-Busch InBev NV brews beer. The Company manufactures ale, lager, stout, and bitter beer. Anheuser-Busch InBev owns brands that are both nationally and internationally prominent. The Company has production plants in Europe, the Americas, and Asia.
• Cosan Ltd. (NYSE:CZZ): On 06/30/2011, Discovery Capital Management reported holding 198,800 shares with a market value of $2,443,252. This comprised 0.08% of the total portfolio. On 09/30/2011, Discovery Capital Management reported holding 198,800 shares with a market value of $1,882,636. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Cosan Limited produces ethanol and sugar. The Company operates mills, refineries, port facilities and numerous warehouses throughout Brazil.

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

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