Merchants' Gate Capital as of March 31, 2012
Portfolio Holdings for Merchants' Gate Capital
Merchants' Gate Capital holds 21 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schlumberger (SLB) | 80.8 | $5.0B | 709k | 6993.00 | |
| Expeditors International of Washington (EXPD) | 3.2 | $198M | 4.3M | 46.51 | |
| Lowe's Companies (LOW) | 2.9 | $180M | 5.8M | 31.38 | |
| Ecolab (ECL) | 2.5 | $151M | 2.5M | 61.72 | |
| Airgas | 2.2 | $135M | 1.5M | 88.97 | |
| Advance Auto Parts (AAP) | 1.9 | $119M | 1.3M | 88.57 | |
| United Parcel Service (UPS) | 1.4 | $85M | 1.1M | 80.72 | |
| United Parcel Service (UPS) | 1.3 | $81M | 10k | 8072.00 | |
| FedEx Corporation (FDX) | 1.1 | $64M | 700k | 91.96 | |
| Williams Companies (WMB) | 0.8 | $48M | 1.6M | 30.81 | |
| Plains Exploration & Production Company | 0.5 | $30M | 700k | 42.65 | |
| Home Depot (HD) | 0.5 | $28M | 550k | 50.31 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $11M | 300k | 38.04 | |
| Industries N shs - a - (LYB) | 0.2 | $11M | 256k | 43.65 | |
| Westlake Chemical Corporation (WLK) | 0.2 | $9.6M | 149k | 64.79 | |
| Monsanto Company | 0.1 | $8.0M | 100k | 79.76 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $8.2M | 125k | 65.49 | |
| FMC Technologies | 0.1 | $5.0M | 100k | 50.42 | |
| Gentex Corporation (GNTX) | 0.0 | $2.5M | 100k | 24.50 | |
| Semgroup Corp cl a | 0.0 | $2.3M | 80k | 29.14 | |
| IFM Investments (CTC) | 0.0 | $1.1M | 1.5M | 0.70 |
