The Cypress Funds

The Cypress Funds as of Dec. 31, 2011

Portfolio Holdings for The Cypress Funds

The Cypress Funds holds 14 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Caterpillar (CAT) 14.6 $31M 347k 90.60
Freeport-McMoRan Copper & Gold (FCX) 11.3 $24M 664k 36.79
Ford Motor Company (F) 11.1 $24M 2.2M 10.76
Intel Corporation (INTC) 9.7 $21M 863k 24.25
BorgWarner (BWA) 8.8 $19M 299k 63.74
Cummins (CMI) 8.1 $17M 197k 88.02
Tiffany & Co. 7.6 $16M 248k 66.26
Deere & Company (DE) 6.9 $15M 192k 77.35
McMoRan Exploration 6.2 $13M 920k 14.55
Gentex Corporation (GNTX) 5.3 $12M 389k 29.59
Boeing Company (BA) 4.3 $9.3M 127k 73.35
Occidental Petroleum Corporation (OXY) 4.0 $8.6M 92k 93.70
Dex (DXCM) 1.7 $3.7M 400k 9.31
Ford Mtr Co Del *w exp 01/01/201 0.3 $571k 238k 2.40