Altima Partners

Altima Partners as of Sept. 30, 2011

Portfolio Holdings for Altima Partners

Altima Partners holds 7 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ternium (TX) 32.5 $7.9M 380k 20.83
Banco Itau Holding Financeira (ITUB) 27.3 $6.7M 429k 15.52
Cadiz (CDZI) 24.3 $5.9M 747k 7.91
Mechel Oao spon adr p 8.2 $2.0M 196k 10.19
Copa Holdings Sa-class A (CPA) 4.0 $979k 16k 61.26
Tenaris (TS) 2.1 $509k 20k 25.45
ICICI Bank (IBN) 1.6 $390k 11k 34.69