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 |