Altima Partners as of Dec. 31, 2010
Portfolio Holdings for Altima Partners
Altima Partners holds 30 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vivo Participacoes SA | 20.8 | $43M | 1.3M | 32.59 | |
| Bank of America Corporation (BAC) | 7.9 | $16M | 1.2M | 13.34 | |
| ICICI Bank (IBN) | 6.4 | $13M | 261k | 50.64 | |
| Cadiz (CDZI) | 5.5 | $11M | 919k | 12.44 | |
| Cosan Ltd shs a | 5.0 | $11M | 769k | 13.62 | |
| Vale | 4.9 | $10M | 339k | 30.22 | |
| America Movil Sab De Cv spon adr l | 4.4 | $9.1M | 159k | 57.34 | |
| Copa Holdings Sa-class A (CPA) | 4.3 | $8.9M | 151k | 58.84 | |
| Citi | 3.9 | $8.1M | 1.7M | 4.73 | |
| Agrium | 3.7 | $7.7M | 84k | 91.75 | |
| Darling International (DAR) | 3.6 | $7.5M | 566k | 13.28 | |
| Mosaic Company | 3.3 | $6.8M | 89k | 76.36 | |
| Ternium (TX) | 2.8 | $5.9M | 139k | 42.41 | |
| Kraft Foods | 2.6 | $5.3M | 169k | 31.51 | |
| Archer Daniels Midland Company (ADM) | 2.4 | $5.0M | 166k | 30.08 | |
| CF Industries Holdings (CF) | 2.4 | $4.9M | 37k | 135.15 | |
| BRF Brasil Foods SA (BRFS) | 2.2 | $4.6M | 274k | 16.88 | |
| Monsanto Company | 2.2 | $4.5M | 65k | 69.65 | |
| Anheuser-Busch InBev NV (BUD) | 1.9 | $3.9M | 68k | 57.09 | |
| Kroger (KR) | 1.6 | $3.3M | 149k | 22.36 | |
| AGCO Corporation (AGCO) | 1.6 | $3.3M | 65k | 50.66 | |
| Companhia de Bebidas das Americas | 1.2 | $2.5M | 80k | 31.02 | |
| Zhongpin | 1.1 | $2.4M | 116k | 20.40 | |
| PICO Holdings | 1.0 | $2.1M | 65k | 31.80 | |
| Corn Products International | 0.9 | $2.0M | 43k | 46.00 | |
| Winn-Dixie Stores | 0.6 | $1.2M | 173k | 7.18 | |
| Banco Itau Holding Financeira (ITUB) | 0.6 | $1.2M | 50k | 24.02 | |
| Chiquita Brands International | 0.5 | $1.0M | 74k | 14.01 | |
| Gafisa SA | 0.4 | $872k | 60k | 14.53 | |
| Ctrip.com International | 0.3 | $607k | 15k | 40.47 |
