Maverick Capital’s $289 Million Industrial Goods Portfolio: OC, TYC, DGI

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Wall St. Watchdog reveals information regarding Maverick Capital’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $289.893 million.

  • Owens Corning (NYSE:OC): On 06/30/2011, Maverick Capital reported holding 3,786,927 shares with a market value of $141,441,718. This comprised 1.38% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 7,103,553 shares with a market value of $154,005,031. This comprised 2.18% of the total portfolio. The net change in shares for this position over the two quarters is 3,316,626. About Company: Owens Corning Inc. offers insulation, roofing, siding, basement and acoustic systems for building and remodeling, composites solutions and asphalt.
  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Maverick Capital reported holding 0 shares. On 09/30/2011, Maverick Capital reported holding 2,803,220 shares with a market value of $114,231,215. This comprised 1.61% of the total portfolio. The net change in shares for this position over the two quarters is 2,803,220. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • Digitalglobe Inc. (NYSE:DGI): On 06/30/2011, Maverick Capital reported holding 1,355,739 shares with a market value of $34,449,328. This comprised 0.34% of the total portfolio. On 09/30/2011, Maverick Capital reported holding 1,114,584 shares with a market value of $21,656,367. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is -241,155. About Company: DigitalGlobe Inc. is building a constellation of high-resolution earth imaging satellites and a geo-information product store Web site. The Company’s DigitalGlobe System facilitates the collection and archival of geospatial information data and ensures flexible distribution. DigitalGlobe also offers services for project specific requirements.

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

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