Belltower Advisors as of March 31, 2011
Portfolio Holdings for Belltower Advisors
Belltower Advisors holds 18 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oil States International (OIS) | 10.5 | $18M | 237k | 76.14 | |
| Industries N shs - a - (LYB) | 8.6 | $15M | 373k | 39.55 | |
| North Amern Palladium | 7.0 | $12M | 1.8M | 6.49 | |
| Cameron International Corporation | 6.8 | $12M | 204k | 57.10 | |
| Stillwater Mining Company | 6.7 | $12M | 501k | 22.93 | |
| Western Refining | 6.4 | $11M | 642k | 16.95 | |
| Dril-Quip (DRQ) | 6.0 | $10M | 129k | 79.03 | |
| Walter Energy | 5.5 | $9.4M | 70k | 135.42 | |
| American Superconductor Corporation | 5.3 | $9.2M | 368k | 24.87 | |
| Teck Resources Ltd cl b (TECK) | 5.2 | $8.9M | 169k | 52.83 | |
| Southwestern Energy Company (SWN) | 5.0 | $8.6M | 200k | 42.97 | |
| Unit Corporation | 4.9 | $8.4M | 135k | 61.95 | |
| Celanese Corporation (CE) | 4.5 | $7.7M | 174k | 44.37 | |
| Cliffs Natural Resources | 4.3 | $7.4M | 75k | 98.28 | |
| Patriot Coal Corp | 4.0 | $6.8M | 262k | 25.83 | |
| Holly Corporation | 3.5 | $6.1M | 100k | 60.76 | |
| Cummins (CMI) | 3.2 | $5.6M | 51k | 109.62 | |
| Cobalt Intl Energy | 2.5 | $4.2M | 250k | 16.81 |
