- --- -------------------- ----- as of Dec. 31, 2010
Portfolio Holdings for - --- -------------------- -----
- --- -------------------- ----- holds 74 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
General Mtrs Co jr pfd cnv srb | 29.8 | $306M | 5.6k | 54109.93 | |
Dynegy | 8.0 | $82M | 15M | 5.62 | |
St. Joe Company (JOE) | 5.4 | $56M | 2.6M | 21.85 | |
Genon Energy | 3.3 | $34M | 8.8M | 3.81 | |
Suno | 2.4 | $25M | 610k | 40.31 | |
Penn Virginia Corporation | 2.3 | $24M | 1.4M | 16.82 | |
Chemtura Corporation | 2.2 | $23M | 1.4M | 15.98 | |
Cit | 2.2 | $22M | 475k | 47.10 | |
Genworth Financial (GNW) | 2.2 | $22M | 1.7M | 13.14 | |
Verigy | 2.0 | $21M | 1.6M | 13.02 | |
Directv | 1.9 | $20M | 500k | 39.94 | |
Industries N shs - a - (LYB) | 1.8 | $18M | 520k | 34.40 | |
Apple (AAPL) | 1.7 | $18M | 55k | 322.41 | |
Pfizer (PFE) | 1.7 | $18M | 1.0M | 17.51 | |
Six Flags Entertainment (SIX) | 1.6 | $17M | 307k | 54.40 | |
Williams Companies (WMB) | 1.6 | $16M | 651k | 24.72 | |
Via | 1.6 | $16M | 400k | 39.61 | |
Murphy Oil Corporation (MUR) | 1.5 | $16M | 210k | 74.55 | |
Liberty Media | 1.4 | $15M | 220k | 66.48 | |
Solutia | 1.4 | $14M | 625k | 23.08 | |
Usec Inc note 3.000%10/0 | 1.3 | $14M | 15M | 0.90 | |
NCR Corporation (VYX) | 1.3 | $13M | 860k | 15.37 | |
CareFusion Corporation | 1.2 | $13M | 500k | 25.70 | |
Mi Devs Inc cl a sub vtg | 1.2 | $12M | 452k | 27.10 | |
CF Industries Holdings (CF) | 1.2 | $12M | 88k | 135.16 | |
Motorola | 1.1 | $12M | 1.3M | 9.07 | |
Citi | 1.1 | $11M | 2.4M | 4.73 | |
Massey Energy Company | 1.1 | $11M | 210k | 53.64 | |
Genzyme Corporation | 1.0 | $11M | 150k | 71.20 | |
Hess (HES) | 1.0 | $11M | 138k | 76.54 | |
Noranda Aluminum Holding Corporation | 1.0 | $10M | 707k | 14.60 | |
Smurfit-stone Container Corp | 1.0 | $9.9M | 385k | 25.60 | |
Huntsman Corporation (HUN) | 0.8 | $8.6M | 550k | 15.61 | |
Seadrill | 0.8 | $8.6M | 255k | 33.92 | |
ROYAL BK SCOTLAND Group Plc sp adr pref t | 0.8 | $8.5M | 527k | 16.16 | |
Flagstar Ban | 0.8 | $8.2M | 5.1M | 1.63 | |
Airgas | 0.6 | $6.2M | 100k | 62.48 | |
Cloud Peak Energy | 0.6 | $5.9M | 252k | 23.23 | |
United States Oil Fund | 0.6 | $5.6M | 144k | 39.00 | |
BPZ Resources | 0.5 | $5.5M | 1.2M | 4.76 | |
Ltx Credence Corporation | 0.5 | $4.8M | 650k | 7.40 | |
Atlas Energy | 0.4 | $4.4M | 100k | 43.95 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $4.2M | 100k | 42.44 | |
Hansen Natural Corporation | 0.4 | $4.2M | 80k | 52.29 | |
Puda Coal (PUDA) | 0.4 | $4.1M | 290k | 14.25 | |
Covanta Holding Corporation | 0.4 | $3.9M | 229k | 17.19 | |
LDK Solar | 0.3 | $2.9M | 292k | 10.12 | |
Allis-Chalmers Energy | 0.3 | $3.0M | 419k | 7.09 | |
Toreador Resources Corporation | 0.2 | $2.3M | 150k | 15.52 | |
Usec | 0.2 | $2.3M | 380k | 6.02 | |
Cheniere Energy (LNG) | 0.2 | $2.1M | 377k | 5.52 | |
Ford Motor Company (F) | 0.2 | $1.6M | 95k | 16.79 | |
Bristow | 0.2 | $1.7M | 35k | 47.36 | |
Royal Bk Scotland Group Plc adr pref shs r | 0.1 | $1.4M | 95k | 14.58 | |
Computer Sciences Corporation | 0.1 | $888k | 18k | 49.61 | |
General Motors Company (GM) | 0.1 | $833k | 23k | 36.86 | |
Ciena Corp note 0.250% 5/0 | 0.0 | $261k | 281k | 0.93 | |
Verifone Sys Inc note 1.375% 6/1 | 0.0 | $259k | 240k | 1.08 | |
EMC Corporation | 0.0 | $337k | 15k | 22.93 | |
First Industrial Realty Trust (FR) | 0.0 | $339k | 39k | 8.76 | |
Sandisk Corp note 1.000% 5/1 | 0.0 | $198k | 202k | 0.98 | |
Belo | 0.0 | $224k | 32k | 7.08 | |
Pmi Group | 0.0 | $211k | 64k | 3.30 | |
Radian (RDN) | 0.0 | $244k | 30k | 8.07 | |
Wendy's Arby's | 0.0 | $173k | 37k | 4.63 | |
Hologic Inc frnt 2.000%12/1 | 0.0 | $76k | 80k | 0.95 | |
Nii Hldgs Inc note 3.125% 6/1 | 0.0 | $79k | 80k | 0.99 | |
Level 3 Communications | 0.0 | $140k | 143k | 0.98 | |
McClatchy Company | 0.0 | $60k | 13k | 4.66 | |
Rite Aid Corporation | 0.0 | $76k | 86k | 0.88 | |
Developers Diversified Rlty note 1.750%11/1 | 0.0 | $120k | 113k | 1.06 | |
Parker Drilling Company | 0.0 | $48k | 10k | 4.62 | |
Boise Inc *w exp 06/18/201 | 0.0 | $17k | 22k | 0.76 | |
China Hydroelectric Corporat w exp 01/25/201 | 0.0 | $5.0k | 17k | 0.29 |