Savitr Capital as of June 30, 2012
Portfolio Holdings for Savitr Capital
Savitr Capital holds 46 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 6.7 | $5.3M | 222k | 24.07 | |
| Pinnacle West Capital Corporation (PNW) | 4.3 | $3.4M | 66k | 51.74 | |
| Covanta Holding Corporation | 4.0 | $3.1M | 182k | 17.15 | |
| Myr (MYRG) | 3.9 | $3.1M | 179k | 17.06 | |
| CF Industries Holdings (CF) | 3.8 | $3.0M | 16k | 193.72 | |
| Ameren Corporation (AEE) | 3.5 | $2.7M | 82k | 33.55 | |
| Mosaic (MOS) | 3.5 | $2.7M | 50k | 54.76 | |
| General Electric Company | 3.0 | $2.4M | 115k | 20.84 | |
| Wisconsin Energy Corporation | 3.0 | $2.4M | 60k | 39.57 | |
| DTE Energy Company (DTE) | 3.0 | $2.4M | 40k | 59.32 | |
| Encana Corp | 2.9 | $2.3M | 110k | 20.83 | |
| Xcel Energy (XEL) | 2.9 | $2.3M | 80k | 28.41 | |
| EOG Resources (EOG) | 2.9 | $2.3M | 25k | 90.12 | |
| Dominion Resources (D) | 2.7 | $2.2M | 40k | 54.00 | |
| AES Corporation (AES) | 2.7 | $2.1M | 165k | 12.83 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.6 | $2.1M | 52k | 39.41 | |
| Nextera Energy (NEE) | 2.6 | $2.1M | 30k | 68.80 | |
| Hawaiian Electric Industries (HE) | 2.5 | $2.0M | 70k | 28.51 | |
| Valmont Industries (VMI) | 2.3 | $1.8M | 15k | 121.00 | |
| Southwestern Energy Company (SWN) | 2.2 | $1.8M | 55k | 31.93 | |
| Regency Energy Partners | 2.1 | $1.7M | 70k | 23.77 | |
| General Cable Corporation | 2.1 | $1.6M | 63k | 25.94 | |
| Ameres (AMRC) | 2.1 | $1.6M | 138k | 11.93 | |
| Consolidated Edison (ED) | 2.0 | $1.6M | 25k | 62.20 | |
| Schweitzer-Mauduit International (MATV) | 1.9 | $1.5M | 23k | 68.13 | |
| Nabors Industries | 1.8 | $1.4M | 100k | 14.40 | |
| Rose Rock Midstream | 1.8 | $1.4M | 59k | 24.62 | |
| ITC Holdings | 1.7 | $1.4M | 20k | 68.90 | |
| Titan Machinery (TITN) | 1.7 | $1.3M | 44k | 30.36 | |
| Cisco Systems (CSCO) | 1.6 | $1.3M | 75k | 17.17 | |
| Solazyme | 1.6 | $1.3M | 90k | 13.90 | |
| Monsanto Company | 1.6 | $1.2M | 15k | 82.80 | |
| Questar Corporation | 1.5 | $1.2M | 56k | 20.87 | |
| AGCO Corporation (AGCO) | 1.4 | $1.1M | 25k | 45.72 | |
| FirstEnergy (FE) | 1.2 | $984k | 20k | 49.20 | |
| Apollo Residential Mortgage | 1.2 | $964k | 50k | 19.28 | |
| Agrium | 1.1 | $885k | 10k | 88.50 | |
| Maxwell Technologies | 1.1 | $840k | 128k | 6.56 | |
| Two Harbors Investment | 1.1 | $829k | 80k | 10.36 | |
| Cys Investments | 1.0 | $826k | 60k | 13.77 | |
| American Capital Mortgage In | 1.0 | $789k | 33k | 23.85 | |
| Big Lots (BIG) | 0.8 | $612k | 15k | 40.80 | |
| Corning Incorporated (GLW) | 0.7 | $517k | 40k | 12.92 | |
| Crocs (CROX) | 0.5 | $404k | 25k | 16.16 | |
| Eca Marcellus Trust I (ECTM) | 0.3 | $230k | 13k | 18.40 | |
| Hugoton Royalty Trust (HGTXU) | 0.2 | $156k | 20k | 7.80 |
