Savitr Capital as of March 31, 2013
Portfolio Holdings for Savitr Capital
Savitr Capital holds 61 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 6.4 | $7.0M | 45k | 154.47 | |
| General Electric Company | 3.6 | $3.9M | 170k | 23.12 | |
| MasTec (MTZ) | 3.6 | $3.9M | 135k | 29.15 | |
| Mosaic (MOS) | 3.3 | $3.6M | 60k | 59.61 | |
| Bunge | 3.2 | $3.4M | 46k | 73.83 | |
| Primoris Services (PRIM) | 2.9 | $3.2M | 143k | 22.11 | |
| CF Industries Holdings (CF) | 2.9 | $3.1M | 17k | 190.37 | |
| Calpine Corporation | 2.8 | $3.0M | 145k | 20.60 | |
| Universal Display Corporation (OLED) | 2.7 | $2.9M | 100k | 29.43 | |
| Crosstex Energy | 2.7 | $2.9M | 150k | 19.26 | |
| Williams Companies (WMB) | 2.6 | $2.8M | 75k | 37.46 | |
| ITC Holdings | 2.5 | $2.7M | 30k | 89.26 | |
| Delphi Automotive | 2.5 | $2.7M | 60k | 44.40 | |
| Cisco Systems (CSCO) | 2.4 | $2.6M | 125k | 20.90 | |
| Gt Solar Int'l | 2.3 | $2.5M | 765k | 3.30 | |
| Agrium Cad | 2.3 | $2.4M | 25k | 97.50 | |
| Valmont Industries (VMI) | 2.2 | $2.4M | 15k | 157.27 | |
| Cosan Ltd shs a | 2.2 | $2.3M | 120k | 19.50 | |
| Covanta Holding Corporation | 2.0 | $2.2M | 110k | 20.15 | |
| EQT Corporation (EQT) | 2.0 | $2.2M | 33k | 67.75 | |
| Dana Holding Corporation (DAN) | 2.0 | $2.2M | 121k | 17.83 | |
| Gevo | 1.9 | $2.0M | 905k | 2.24 | |
| Silver Spring Networks | 1.8 | $2.0M | 115k | 17.33 | |
| Arling.AssetInv A CS Usd0.01 | 1.8 | $1.9M | 74k | 25.81 | |
| Agco Corp Com Usd0.01 | 1.7 | $1.8M | 35k | 52.12 | |
| American Capital Agency | 1.7 | $1.8M | 55k | 32.78 | |
| Usa Compression Partners (USAC) | 1.7 | $1.8M | 90k | 20.00 | |
| Clean Harbors (CLH) | 1.6 | $1.7M | 30k | 58.09 | |
| Southwestern Energy Company (SWN) | 1.6 | $1.7M | 45k | 37.26 | |
| American Capital Mortgage In | 1.5 | $1.6M | 63k | 25.84 | |
| General Cable Corporation | 1.5 | $1.6M | 43k | 36.63 | |
| Targa Resources Partners | 1.4 | $1.6M | 34k | 46.02 | |
| Energy Transfer Partners | 1.4 | $1.5M | 31k | 50.69 | |
| Solazyme | 1.4 | $1.5M | 197k | 7.80 | |
| Summit Midstream Partners | 1.4 | $1.5M | 55k | 27.73 | |
| Crosstex Energy | 1.4 | $1.5M | 80k | 18.40 | |
| EnerNOC | 1.3 | $1.4M | 82k | 17.37 | |
| El Paso Pipeline Partners | 1.2 | $1.3M | 30k | 43.86 | |
| Access Midstream Partners, L.p | 1.1 | $1.2M | 29k | 40.37 | |
| Atlas Pipeline Partners Lp unit l p int 0 | 1.1 | $1.1M | 33k | 34.58 | |
| Questar Corporation | 1.0 | $1.1M | 46k | 24.33 | |
| Apollo Residential Mortgage | 1.0 | $1.1M | 50k | 22.29 | |
| Crestwood Midstream Partners | 1.0 | $1.1M | 45k | 23.85 | |
| Monsanto Company | 1.0 | $1.1M | 10k | 105.63 | |
| Vision-Sciences | 0.9 | $955k | 892k | 1.07 | |
| Dcp Midstream Partners | 0.8 | $909k | 20k | 46.61 | |
| MEMC Electronic Materials | 0.8 | $880k | 200k | 4.40 | |
| Petrologistics | 0.7 | $794k | 58k | 13.78 | |
| Two Harbors Investment | 0.7 | $757k | 60k | 12.61 | |
| SM Energy (SM) | 0.7 | $711k | 12k | 59.22 | |
| Cys Investments | 0.7 | $704k | 60k | 11.74 | |
| Canadian Solar (CSIQ) | 0.6 | $665k | 192k | 3.46 | |
| Invesco Mortgage Capital | 0.6 | $642k | 30k | 21.39 | |
| New York Mortgage Trust | 0.6 | $603k | 80k | 7.54 | |
| Stone Energy Corporation | 0.4 | $435k | 20k | 21.75 | |
| Ultra Petroleum | 0.4 | $402k | 20k | 20.10 | |
| Rose Rock Midstream | 0.3 | $319k | 8.0k | 39.65 | |
| Novagold Resources Inc Cad (NG) | 0.2 | $254k | 70k | 3.63 | |
| San Juan Basin Royalty Trust (SJT) | 0.0 | $45k | 3.0k | 15.13 | |
| USA Technologies | 0.0 | $34k | 13k | 2.62 | |
| Midway Gold Corp | 0.0 | $19k | 16k | 1.22 |
