Artha Capital Management

Artha Capital Management as of Dec. 31, 2010

Portfolio Holdings for Artha Capital Management

Artha Capital Management holds 15 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
Focus Media Holding 19.8 $55M 2.5M 21.93
Vale (VALE) 14.1 $39M 1.1M 34.57
Banco Santander (BSBR) 9.4 $26M 1.9M 13.60
Newmont Mining Corporation (NEM) 8.2 $23M 370k 61.43
Petroleo Brasileiro SA (PBR) 7.4 $21M 542k 37.84
Tam 6.8 $19M 768k 24.33
SPDR Gold Trust (GLD) 6.4 $18M 127k 138.72
Gerdau SA (GGB) 6.0 $17M 1.2M 13.99
Barrick Gold Corp (GOLD) 6.0 $16M 309k 53.18
Copa Holdings Sa-class A (CPA) 5.8 $16M 271k 58.84
Grupo Televisa (TV) 3.9 $11M 413k 25.93
Cemex SAB de CV (CX) 3.1 $8.5M 797k 10.71
TIM Participacoes SA 1.7 $4.6M 135k 34.14
BRF Brasil Foods SA (BRFS) 1.2 $3.2M 191k 16.88
Spdr S&p 500 Etf (SPY) 0.4 $1.1M 10k 108.77