Tempus Quo Capital Management

Tempus Quo Capital Management as of March 31, 2011

Portfolio Holdings for Tempus Quo Capital Management

Tempus Quo Capital Management holds 20 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Copa Holdings Sa-class A (CPA) 23.3 $69M 1.3M 52.80
Metals USA Holdings 19.7 $58M 3.6M 16.37
Ternium (TX) 7.5 $22M 613k 35.94
China Mobile 5.5 $16M 348k 46.25
Vale (VALE) 5.1 $15M 456k 32.96
Royal Dutch Shell 4.6 $14M 184k 73.24
Arch Coal 4.1 $12M 332k 36.04
Pos (PKX) 3.6 $11M 92k 114.29
Tenaris (TS) 3.4 $10M 201k 49.46
BP (BP) 3.2 $9.6M 217k 44.14
Martin Marietta Materials (MLM) 3.2 $9.4M 105k 89.68
Tam 2.8 $8.4M 440k 19.04
Archer Daniels Midland Company (ADM) 2.8 $8.3M 231k 36.01
Chevron Corporation (CVX) 2.8 $8.2M 76k 107.48
Illinois Tool Works (ITW) 2.6 $7.6M 141k 53.71
Cemex SAB de CV (CX) 2.1 $6.2M 695k 8.93
Norfolk Southern (NSC) 1.5 $4.5M 64k 69.28
Caterpillar (CAT) 1.1 $3.3M 30k 111.32
Walter Energy 1.0 $3.0M 22k 135.40
Terex Corporation (TEX) 0.2 $643k 17k 37.06