Belltower Advisors as of June 30, 2011
Portfolio Holdings for Belltower Advisors
Belltower Advisors holds 16 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stillwater Mining Company | 9.7 | $9.4M | 427k | 22.01 | |
| Celanese Corporation (CE) | 9.0 | $8.7M | 164k | 53.31 | |
| Teck Resources Ltd cl b (TECK) | 8.6 | $8.3M | 163k | 50.79 | |
| Cameron International Corporation | 8.2 | $7.9M | 157k | 50.29 | |
| Southwestern Energy Company (SWN) | 8.0 | $7.7M | 180k | 42.88 | |
| Dril-Quip (DRQ) | 7.9 | $7.6M | 112k | 67.83 | |
| Unit Corporation | 6.9 | $6.6M | 109k | 60.93 | |
| Cliffs Natural Resources | 6.8 | $6.5M | 71k | 92.44 | |
| Petrohawk Energy Corporation | 6.5 | $6.3M | 253k | 24.67 | |
| Cobalt Intl Energy | 6.1 | $5.9M | 430k | 13.63 | |
| Carrizo Oil & Gas | 5.7 | $5.5M | 131k | 41.75 | |
| Cummins (CMI) | 5.3 | $5.1M | 50k | 103.48 | |
| Walter Energy | 5.3 | $5.1M | 44k | 115.80 | |
| Patriot Coal Corp | 3.8 | $3.6M | 163k | 22.26 | |
| Oil Sts Intl | 2.2 | $2.1M | 152k | 14.07 | |
| LYONDELLBASELL Industries N shs a | 0.2 | $166k | 264k | 0.63 |
