Tom Sandell Bought $GRM, $LZ, $ NSM, TBL, $VSEA, Raised Stake in $CEPH

Thomas SandellTom Sandell disclosed changes in amended 13F filings for his positions in Graham Packaging Co Inc. (GRM), Lubrizol Corp (LZ), National Semiconductor Corp (NSM), Timberland Co (TBL), and Varian Semiconductor Equipment Associates Inc. (VSEA). The filings on November 22nd were the latest updates for Tom Sandell’s third quarter 13F portfolio, and they show as of September 30th, Tom Sandell owned 200 thousand shares in GRM, 4.5 thousand shares in LZ, 957 thousand shares in NSM, 120 thousand shares in TBL, and 186 thousand shares in VSEA. Filings also show that Tom Sandell bought more shares in Cephalon Inc. (CEPH), and he had 589 thousand shares at the end of September. In the second quarter, Tom Sandell did not report any stakes in these stocks.

Tom Sandell’s current top three holdings are McGraw-Hill Companies Inc. (MHP), Family Dollar Stores Inc. (FDO), and Chemtura Corp (CHMT). He has respectively 869 thousand shares, 620 thousand shares, and 595 thousand shares in these three stocks.

According to the firm’s official bio, Sandell Asset Management Corp was founded by Tom Sandell. The firm is a “leading, private, alternative asset manager specializing in international, event driven, multi-strategy investing with a strong focus on global risk arbitrage, equity special situations and credit opportunities. The Firm was founded in 1998 by Tom Sandell and has offices in New York and London; including a global staff of investment professionals, traders and infrastructure specialists. Each Sandell location is supported by a locally-based, international research team.”