Altima Partners

Altima Partners as of March 31, 2011

Portfolio Holdings for Altima Partners

Altima Partners holds 29 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
Vivo Participacoes SA 25.2 $49M 1.2M 40.38
Bank of America Corporation (BAC) 20.7 $40M 3.0M 13.33
Ternium (TX) 7.3 $14M 391k 35.94
Cadiz (CDZI) 5.8 $11M 919k 12.19
Vale 5.5 $11M 319k 33.35
Copa Holdings Sa-class A (CPA) 3.9 $7.5M 142k 52.80
Cosan Ltd shs a 3.8 $7.3M 565k 12.90
Darling International (DAR) 3.4 $6.6M 428k 15.37
Banco Itau Holding Financeira (ITUB) 2.9 $5.5M 230k 24.05
Archer Daniels Midland Company (ADM) 2.3 $4.5M 124k 36.01
BRF Brasil Foods SA (BRFS) 2.0 $3.9M 204k 19.09
AGCO Corporation (AGCO) 2.0 $3.8M 69k 54.96
Agrium 1.8 $3.4M 37k 92.26
Syngenta 1.8 $3.4M 52k 65.16
CF Industries Holdings (CF) 1.7 $3.2M 24k 136.81
Smithfield Foods 1.6 $3.0M 125k 24.06
Kroger (KR) 1.4 $2.7M 111k 23.97
Credicorp (BAP) 1.1 $2.1M 20k 104.93
Zhongpin 0.9 $1.8M 116k 15.15
Potash Corp. Of Saskatchewan I 0.8 $1.5M 25k 58.93
Lorillard 0.8 $1.5M 16k 95.00
Panera Bread Company 0.6 $1.2M 9.7k 127.01
ICICI Bank (IBN) 0.6 $1.2M 24k 49.83
Titan International (TWI) 0.5 $950k 36k 26.61
Intrepid Potash 0.5 $909k 26k 34.83
Chiquita Brands International 0.4 $845k 55k 15.34
Yongye International 0.4 $849k 139k 6.13
Tyson Foods (TSN) 0.4 $714k 37k 19.19
Imperial Sugar Company 0.4 $726k 55k 13.33