Amiya Capital as of Dec. 31, 2010
Portfolio Holdings for Amiya Capital
Amiya Capital holds 18 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 |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 18.1 | $75M | 622k | 120.09 | |
| SanDisk Corporation | 11.7 | $48M | 969k | 49.86 | |
| Apple (AAPL) | 8.1 | $33M | 103k | 322.56 | |
| Suncor Energy (SU) | 7.6 | $32M | 823k | 38.29 | |
| Oil Service HOLDRs | 6.5 | $27M | 192k | 140.53 | |
| Alpha Natural Resources | 6.4 | $26M | 437k | 60.03 | |
| Cummins (CMI) | 5.7 | $23M | 213k | 110.01 | |
| Seagate Technology Com Stk | 5.1 | $21M | 1.4M | 15.03 | |
| CONSOL Energy | 5.1 | $21M | 428k | 48.74 | |
| Schlumberger (SLB) | 5.0 | $21M | 247k | 83.50 | |
| Peabody Energy Corporation | 4.2 | $17M | 269k | 63.98 | |
| Massey Energy Company | 4.0 | $16M | 303k | 53.65 | |
| Baker Hughes Incorporated | 2.5 | $10M | 181k | 57.17 | |
| Finisar Corporation | 2.5 | $10M | 345k | 29.69 | |
| United Technologies Corporation | 2.4 | $10M | 127k | 78.72 | |
| Marvell Technology Group | 2.3 | $9.5M | 510k | 18.55 | |
| Banco Itau Holding Financeira (ITUB) | 1.7 | $6.8M | 285k | 24.01 | |
| Weatherford International Lt reg | 1.2 | $5.1M | 223k | 22.80 |
