Rocker sold ESS and bought more Cube...
From todays 13f filing... 13F Advance: Rocker Opens Komag Stake In 3rd Qtr (CONT) 12/17/97 Select Federal Filings Newswires (Copyright (c) 1997, Dow Jones & Company, Inc.) FEDDERS CORP. .9 150,000 6 7-6 7-6 MECHANICS SAVINGS BANK .5 20,000 27 26-19 29-15 MOSAIX INC. .3 25,000 8 15-7 18-7 READERS DIGEST ASSOCIATION .2 7,000 24 31-25 41-21 GOLDEN STAR RESOURCES LTD. .2 25,000 2 8-4 17-3
MARKET PRICE ELIMINATED POSITIONS: VALUE SHARES RECENT RANGE 52 ($ MMs) SOLD PRICE QTR WEEK
ADVANTA CORP. CL A $4.0 109,000 27 38-26 55-20 ESS TECHNOLOGY INC. 2.7 200,000 10 18-13 35-10 ENSERCH CORP. 2.3 105,000 Acq. by Texas Utilities WINDMERE DURABLE HOLDING 1.6 100,000 21 25-16 27-12 BEVERLY ENTERPRISES INC. 1.2 75,000 17 18-15 18-12 FASTENAL CO. 1.0 21,000 40 61-49 61-31 SANTA FE ENERGY RESOURCES .5 14,900 11 10-8 14-7 MELLON BANK CORP. .5 10,000 60 58-45 59-34 ELANTEC SEMICONDUCTOR .4 100,000 7 7-4 8-3 AMERICAN BUSINESS FINANCIAL .4 20,000 24 24-20 28-17 IWL COMMUNICATIONS INC. .1 10,000 10 9-5 14-5
TOP PURCHASES BY MARKET VALUE
VALUE SHS PURCH SHARES SHARES ($ MMs) PURCHASED OWNED
KOMAG INC. $3.1 150,000* 150,000 SYQUEST TECHNOLOGY INC. 2.7 887,500* 887,500 SIGMA DESIGNS INC. 2.4 292,800* 292,800 PAINE WEBBER GROUP INC. 1.9 40,000* 40,000 PHILIP SERVICES CORP. 1.5 80,000* 80,000 CAMPBELL RESOURCES INC. 1.0 1,475,300 3,909,100 FEDDERS CORP. .9 150,000* 150,000 THORN APPLE VALLEY INC. .7 37,150 567,200 C-CUBE MICROSYSTEMS INC. .7 20,000 415,400 MECHANICS SAVINGS BANK .5 20,000* 20,000 MOSAIX INC. .3 25,000* 25,000 SHERWOOD GROUP INC. .2 15,200 32,500 READERS DIGEST ASSOCIATION .2 7,000* 7,000 COMSTOCK RESOURCES INC. .2 14,700 320,200 GOLDEN STAR RESOURCES LTD. .2 25,000* 25,000 ELECTROMAGNETIC SCIENCES INC. .1 3,750 447,850 OPTA FOOD INGREDIENTS INC. .1 15,900 1,052,050
* denotes new position
TOP SALES BY MARKET VALUE
VALUE SHS SOLD SHARES SHARES ($ MMs) SOLD OWNED
SEAGULL ENERGY CORP. $5.1 200,000 100,000 ADVANTA CORP. CL A 4.0 109,000* 0 APACHE CORP. 3.3 77,500 135,000 ESS TECHNOLOGY INC. 2.7 200,000* 0 ENSERCH CORP. 2.3 105,000* 0 EGGHEAD INC. 2.0 226,500 1,485,000 WINDMERE DURABLE HOLDING INC. 1.6 100,000* 0 TII INDUSTRIES INC. 1.2 153,100 60,000 BEVERLY ENTERPRISES INC. 1.2 75,000* 0 FASTENAL CO. 1.0 21,000* 0 BOSTON CHICKEN INC. 1.0 64,600 146,000 ROYAL OAK MINES INC. .9 307,900 2,799,500 KLLM TRANSPORT SERVICES INC. .6 45,000 50,000 SANTA FE ENERGY RESOURCES .5 14,900* 0 MELLON BANK CORP. .5 10,000* 0 ELANTEC SEMICONDUCTOR INC. .4 100,000* 0 AMERICAN BUSINESS FINANCIAL .4 20,000* 0 SPEEDWAY MOTORSPORTS INC. .3 11,000 573,500 BROOKSTONE INC. .2 18,500 280,000 IWL COMMUNICATIONS INC. .1 10,000* 0
* denotes eliminated position
GREATEST PERCENT CHANGE IN SHARES OWNED FROM PREVIOUS QUARTER
MKT VAL MKT VAL CHANGE PURCHASES: SHARES SHS PURCH SHARES SHS OWNED SHS PURCH ($ MMs) OWNED ($ MMs) OWNED
SHERWOOD GROUP INC. 15,200 $.2 32,500 $.5 87.9% CAMPBELL RESOURCES 1,475,300 1.0 3,909,100 2.7 60.6% THORN APPLE VALLEY 37,150 .7 567,200 10.1 7.0% C-CUBE MICROSYSTEMS 20,000 .7 415,400 14.1 5.1% COMSTOCK RESOURCES 14,700 .2 320,200 3.7 4.8% OPTA FOOD INGREDIENTS 15,900 .1 1,052,050 6.6 1.5% ELECTROMAGNETIC SCIENCES 3,750 .1 447,850 12.7 .8%
MKT VAL MKT VAL CHANGE SHARES SHS SOLD SHARES SHS OWNED SHS SALES: SOLD ($ MMs) OWNED ($ MMs) OWNED
TII INDUSTRIES INC. 153,100 $1.2 60,000 $.5 71.8% SEAGULL ENERGY CORP. 200,000 5.1 100,000 2.6 66.7% KLLM TRANSPORT SERVICES 45,000 .6 50,000 .6 47.4% APACHE CORP. 77,500 3.3 135,000 5.8 36.5% BOSTON CHICKEN INC. 64,600 1.0 146,000 2.2 30.7% EGGHEAD INC. 226,500 2.0 1,485,000 13.4 13.2% ROYAL OAK MINES INC. 307,900 .9 2,799,500 8.0 9.9% BROOKSTONE INC. 18,500 .2 280,000 3.3 6.2% SPEEDWAY MOTORSPORTS 11,000 .3 573,500 14.1 1.9%
TOP TEN HOLDINGS BY MARKET VALUE
HOLDING CHANGE VALUE SHARES SHARES ($ MMs) OWNED OWNED
C-CUBE MICROSYSTEMS INC. $14.1 415,400 20,000 SPEEDWAY MOTORSPORTS INC. 14.1 573,500 (11,000) EGGHEAD INC. 13.4 1,485,000 (226,500) ELECTROMAGNETIC SCIENCES INC. 12.7 447,850 3,750 THORN APPLE VALLEY INC. 10.1 567,200 37,150 ROYAL OAK MINES INC. 8.0 2,799,500 (307,900) OPTA FOOD INGREDIENTS INC. 6.6 1,052,050 15,900 APACHE CORP. 5.8 135,000 (77,500) COMSTOCK RESOURCES INC. 3.7 320,200 14,700 BORLAND INTERNATIONAL INC. 3.4 337,500 0
13F Advance is designed to provide factual information but its accuracy cannot be guaranteed. Any opinions are our own. Federal Filings, Inc. is not a registered investment advisor, and under no circumstances shall any of the information contain herein be construed as a buy or sell recommendation or investment advice of any kind.
Inquiries about the product should be directed to Miles T. Green, CFA, Senior Investment Analyst at 202-628-8912.
/FEDERAL FILINGS CONTACTS: (202) 393-7856 FOR EDITORIAL, (800) 487-6162 FOR DOCUMENT SALES, (202) 628-8990 FOR NEWSWIRE SALES, (888) FED-FILE FOR TECHNICAL SUPPORT, |