<SEC-DOCUMENT>0001398344-13-003622.txt : 20130808 <SEC-HEADER>0001398344-13-003622.hdr.sgml : 20130808 <ACCEPTANCE-DATETIME>20130808122928 ACCESSION NUMBER: 0001398344-13-003622 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130808 DATE AS OF CHANGE: 20130808 EFFECTIVENESS DATE: 20130808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WESTPORT ADVISERS LLC CENTRAL INDEX KEY: 0001092785 IRS NUMBER: 061497709 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04939 FILM NUMBER: 131020882 BUSINESS ADDRESS: STREET 1: 253 RIVERSIDE AVE CITY: WESTPORT STATE: CT ZIP: 06880 BUSINESS PHONE: 2032273601 MAIL ADDRESS: STREET 1: 253 RIVERSIDE AVE CITY: WESTPORT STATE: CT ZIP: 06880 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xsi:schemaLocation="http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd" xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:ns1="http://www.sec.gov/edgar/common" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>false</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0001092785</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>06-30-2013</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>06-30-2013</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>WESTPORT ADVISERS LLC</name> <address> <ns1:street1>253 Riverside Ave</ns1:street1> <ns1:city>Westport</ns1:city> <ns1:stateOrCountry>CT</ns1:stateOrCountry> <ns1:zipCode>06880</ns1:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-04939</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Ronald H. 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<infoTable> <nameOfIssuer>Precision Castparts Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>740189105</cusip> <value>77210</value> <shrsOrPrnAmt> <sshPrnamt>341622</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>341622</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>QLogic Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>747277101</cusip> <value>5038</value> <shrsOrPrnAmt> <sshPrnamt>527016</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>527016</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Republic Services, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>760759100</cusip> <value>14934</value> <shrsOrPrnAmt> <sshPrnamt>440000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>440000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Rofin-Sinar Technologies, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>775043102</cusip> <value>7020</value> <shrsOrPrnAmt> <sshPrnamt>281458</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>281458</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Rogers Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>775133101</cusip> <value>11165</value> <shrsOrPrnAmt> <sshPrnamt>235953</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>235953</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Ross Stores, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>778296103</cusip> <value>14906</value> <shrsOrPrnAmt> <sshPrnamt>230000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>230000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Saks, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>79377w108</cusip> <value>11766</value> <shrsOrPrnAmt> <sshPrnamt>862600</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>862600</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>State Street Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>857477103</cusip> <value>7010</value> <shrsOrPrnAmt> <sshPrnamt>107500</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>107500</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Stone Energy Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>861642106</cusip> <value>7172</value> <shrsOrPrnAmt> <sshPrnamt>325541</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>325541</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SunTrust Banks, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>867914103</cusip> <value>316</value> <shrsOrPrnAmt> <sshPrnamt>10000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>10000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Synopsys, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>871607107</cusip> <value>49021</value> <shrsOrPrnAmt> <sshPrnamt>1371204</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1371204</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Teradata Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>88076W103</cusip> <value>13705</value> <shrsOrPrnAmt> <sshPrnamt>272840</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>272840</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Texas Instruments, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>882508104</cusip> <value>3763</value> <shrsOrPrnAmt> <sshPrnamt>107964</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>107964</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Time Warner, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>887317303</cusip> <value>13299</value> <shrsOrPrnAmt> <sshPrnamt>230000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>230000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Trimble Navigation Limited</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>896239100</cusip> <value>14035</value> <shrsOrPrnAmt> <sshPrnamt>540000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>540000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>United Rentals, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>911363109</cusip> <value>18716</value> <shrsOrPrnAmt> <sshPrnamt>374997</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>374997</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Universal Health Services, Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>913903100</cusip> <value>71778</value> <shrsOrPrnAmt> <sshPrnamt>1071946</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1071946</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Varian Medical Systems, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92220P105</cusip> <value>19223</value> <shrsOrPrnAmt> <sshPrnamt>285000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>285000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>W.W. Grainger, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>384802104</cusip> <value>17653</value> <shrsOrPrnAmt> <sshPrnamt>70000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>70000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WSFS Financial Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>929328102</cusip> <value>2543</value> <shrsOrPrnAmt> <sshPrnamt>48546</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>48546</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Weight Watchers International,</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>948626106</cusip> <value>5980</value> <shrsOrPrnAmt> <sshPrnamt>130000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>130000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Willis Group Holdings plc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>G96666105</cusip> <value>54952</value> <shrsOrPrnAmt> <sshPrnamt>1347520</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1347520</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> </informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>