0000919574-13-003149.txt : 20130514
0000919574-13-003149.hdr.sgml : 20130514
20130514165926
ACCESSION NUMBER: 0000919574-13-003149
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130514
DATE AS OF CHANGE: 20130514
EFFECTIVENESS DATE: 20130514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Elm Ridge Management, LLC
CENTRAL INDEX KEY: 0001483276
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13787
FILM NUMBER: 13842425
BUSINESS ADDRESS:
STREET 1: 3 WEST MAIN STREET, 3RD FLOOR
CITY: IRVINGTON
STATE: NY
ZIP: 10533
BUSINESS PHONE: (914) 250-1000
MAIL ADDRESS:
STREET 1: 3 WEST MAIN STREET, 3RD FLOOR
CITY: IRVINGTON
STATE: NY
ZIP: 10533
13F-HR
1
d1381341_13f-hr.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F Cover Page
Report for the Calendar Year or Quarter Ended March 31, 2013
Check here if Amendment: |_|; Amendment Number: ____
This Amendment (Check only one): |_| is a restatement
|_| adds new holding entries.
Institutional Manager Filing this Report:
Name: Elm Ridge Management, LLC
Address: 3 West Main Street
2nd Floor
Irvington, NY 10533
13F File Number: 028-13787
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Andrew Turchin
Title: Chief Financial Officer of the Funds
Phone: (914) 250-1000
Signature, Place and Date of Signing:
/s/ Andrew Turchin Irvington, NY May 14, 2013
------------------------- --------------------- ----------------------
[Signature] [City, State] [Date]
Report Type: (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report).
[_] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting managers(s).)
[_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported
by other reporting manager(s).)
List of Other Managers Reporting for this Manager: NONE
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 3
Form 13F Information Table Entry Total: 42
Form 13F Information Table Value Total: $892,625
(in thousands)
List of Other Included Managers:
No. Form 13F File Number Name
--- -------------------- ----
(1) 028- 12044 Elm Ridge Partners, LLC
(2) 028- 11797 Elm Ridge Offshore Master Fund, Ltd.
(3) 028- 10075 Elm Ridge Capital Management, LLC
FORM 13F INFORMATION TABLE
March 31, 2012
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) PRN AMT PRN CALL DISCRETION MNGRS SOLE SHARED NONE
-------------- -------------- ----- ------- ------- --- ---- ---------- ----- ---- ------ ----
AETNA INC NEW COM 00817Y108 26,162 511,674 SH DEFINED 1,2,3 511,674
ALCOA INC COM 013817101 26,521 3,112,750 SH DEFINED 1,2,3 3,112,750
ALLSTATE CORP COM 020002101 20,295 413,585 SH DEFINED 1,2,3 413,585
AMERICAN INTL GROUP INC COM NEW 026874784 34,190 880,743 SH DEFINED 1,2,3 880,743
APPLIED MATLS INC COM 038222105 31,313 2,322,907 SH DEFINED 1,2,3 2,322,907
ARMSTRONG WORLD INDS INC NEW COM 04247X102 1,705 30,500 SH DEFINED 1,2,3 30,500
ASSURED GUARANTY LTD COM G0585R106 39,601 1,921,452 SH DEFINED 1,2,3 1,921,452
BANK OF AMERICA CORPORATION COM 060505104 30,194 2,478,990 SH DEFINED 1,2,3 2,478,990
BOISE CASCADE CO DEL COM 09739D100 9,968 293,695 SH DEFINED 1,2,3 293,695
BOSTON SCIENTIFIC CORP COM 101137107 37,894 4,852,041 SH DEFINED 1,2,3 4,852,041
BP PLC SPONSORED ADR 055622104 23,722 560,133 SH DEFINED 1,2,3 560,133
CENVEO INC COM 15670S105 6,948 3,231,648 SH DEFINED 1,2,3 3,231,648
CITIGROUP INC COM NEW 172967424 19,550 441,904 SH DEFINED 1,2,3 441,904
CORNING INC COM 219350105 31,358 2,352,459 SH DEFINED 1,2,3 2,352,459
COSTAR GROUP INC COM 22160N109 1,095 10,000 SH DEFINED 1,2,3 10,000
DELL INC COM 24702R101 32,015 2,234,141 SH DEFINED 1,2,3 2,234,141
DONNELLEY R R & SONS CO COM 257867101 38,389 3,185,815 SH DEFINED 1,2,3 3,185,815
FLEXTRONICS INTL LTD ORD Y2573F102 23,489 3,474,650 SH DEFINED 1,2,3 3,474,650
ICU MED INC COM 44930G107 2,780 47,158 SH DEFINED 1,2,3 47,158
ISHARES TR DJ HOME CONSTN 464288752 478 20,000 SH PUT DEFINED 1,2,3 20,000
JOHNSON CTLS INC COM 478366107 14,944 426,119 SH DEFINED 1,2,3 426,119
KOHLS CORP COM 500255104 22,491 487,564 SH DEFINED 1,2,3 487,564
LEAR CORP COM NEW 521865204 18,451 336,270 SH DEFINED 1,2,3 336,270
LILLY ELI & CO COM 532457108 28,935 509,502 SH DEFINED 1,2,3 509,502
LINDSAY CORP COM 535555106 2,033 23,054 SH DEFINED 1,2,3 23,054
LOCKHEED MARTIN CORP COM 539830109 42,241 437,636 SH DEFINED 1,2,3 437,636
MBIA INC COM 55262C100 40,484 3,941,977 SH DEFINED 1,2,3 3,941,977
MERCK & CO INC NEW COM 58933Y105 35,724 808,240 SH DEFINED 1,2,3 808,240
NABORS INDUSTRIES LTD SHS G6359F103 17,246 1,063,260 SH DEFINED 1,2,3 1,063,260
NAVISTAR INTL CORP NEW COM 63934E108 16,216 469,082 SH DEFINED 1,2,3 469,082
NEWFIELD EXPL CO COM 651290108 19,632 875,635 SH DEFINED 1,2,3 875,635
ON SEMICONDUCTOR CORP COM 682189105 14,273 1,724,886 SH DEFINED 1,2,3 1,724,886
PULTE GROUP INC COM 745867101 405 20,000 SH PUT DEFINED 1,2,3 20,000
QUAD / GRAPHICS INC COM CL A 747301109 34,616 1,445,931 SH DEFINED 1,2,3 1,445,931
REGIONS FINL CORP NEW COM 7591EP100 25,017 3,054,564 SH DEFINED 1,2,3 3,054,564
SAFEWAY INC COM NEW 786514208 34,933 1,325,728 SH DEFINED 1,2,3 1,325,728
SANMINA CORPORATION COM 801056102 11,482 1,009,817 SH DEFINED 1,2,3 1,009,817
SUPERVALU INC COM 868536103 14,143 2,806,096 SH DEFINED 1,2,3 2,806,096
TEREX CORP NEW COM 880779103 15,931 462,830 SH DEFINED 1,2,3 462,830
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 348 8,605 SH DEFINED 1,2,3 8,605
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 19,776 1,629,007 SH DEFINED 1,2,3 1,629,007
WELLPOINT INC COM 94973V107 25,637 387,094 SH DEFINED 1,2,3 387,094
SK 03563 0006 1381341