Tempus Quo Capital Management as of Sept. 30, 2012
Portfolio Holdings for Tempus Quo Capital Management
Tempus Quo Capital Management holds 22 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ternium (TX) | 27.9 | $64M | 3.3M | 19.62 | |
| Metals USA Holdings | 21.3 | $49M | 3.7M | 13.37 | |
| Apache Corporation | 8.4 | $19M | 223k | 86.47 | |
| Devon Energy Corporation (DVN) | 6.8 | $16M | 257k | 60.50 | |
| National-Oilwell Var | 4.3 | $9.8M | 123k | 80.10 | |
| Patterson-UTI Energy (PTEN) | 3.5 | $8.0M | 506k | 15.84 | |
| Halliburton Company (HAL) | 3.0 | $7.0M | 207k | 33.69 | |
| NII Holdings | 3.0 | $6.9M | 873k | 7.85 | |
| BP (BP) | 2.6 | $6.1M | 144k | 42.36 | |
| Allegheny Technologies Incorporated (ATI) | 2.3 | $5.4M | 169k | 31.90 | |
| Potash Corp. Of Saskatchewan I | 2.2 | $5.2M | 119k | 43.42 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.2 | $5.0M | 127k | 39.59 | |
| Tim Participacoes Sa- | 1.9 | $4.4M | 232k | 19.22 | |
| Mosaic (MOS) | 1.9 | $4.4M | 76k | 57.62 | |
| Companhia Paranaense de Energia | 1.8 | $4.2M | 255k | 16.42 | |
| Baker Hughes Incorporated | 1.5 | $3.5M | 78k | 45.22 | |
| Petroleo Brasileiro SA (PBR) | 1.3 | $3.1M | 135k | 22.94 | |
| Hess (HES) | 1.1 | $2.4M | 45k | 53.72 | |
| Ultra Petroleum | 1.0 | $2.4M | 108k | 21.99 | |
| Newfield Exploration | 0.9 | $2.1M | 67k | 31.32 | |
| Noble Corporation Com Stk | 0.8 | $1.9M | 52k | 35.76 | |
| Rowan Companies | 0.1 | $291k | 8.6k | 33.88 |
