Bedlam Asset Management as of June 30, 2013
Portfolio Holdings for Bedlam Asset Management
Bedlam Asset Management holds 23 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 9.7 | $13M | 461k | 28.01 | |
| Chart Industries (GTLS) | 9.5 | $13M | 135k | 94.09 | |
| Pentair | 8.8 | $12M | 205k | 57.69 | |
| Medtronic | 8.7 | $12M | 227k | 51.47 | |
| Checkpoint Systems | 7.7 | $10M | 208k | 49.68 | |
| Shfl Entertainment | 7.6 | $10M | 575k | 17.71 | |
| Wolverine World Wide (WWW) | 7.5 | $10M | 184k | 54.61 | |
| AGCO Corporation (AGCO) | 7.1 | $9.5M | 189k | 50.19 | |
| Morningstar (MORN) | 6.6 | $8.8M | 163k | 53.81 | |
| Tyco International Ltd S hs | 6.0 | $8.0M | 241k | 32.95 | |
| Celgene Corporation | 5.6 | $7.4M | 64k | 116.91 | |
| Goldcorp | 4.4 | $5.9M | 237k | 24.73 | |
| Yamana Gold | 3.3 | $4.5M | 469k | 9.51 | |
| First Majestic Silver Corp (AG) | 3.2 | $4.2M | 399k | 10.59 | |
| Cinemark Holdings (CNK) | 1.1 | $1.5M | 52k | 27.93 | |
| Sanofi-Aventis SA (SNY) | 0.9 | $1.2M | 24k | 51.51 | |
| Konami Corporation | 0.5 | $614k | 29k | 21.17 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $608k | 6.3k | 97.06 | |
| Smith & Nephew (SNN) | 0.4 | $557k | 9.9k | 56.06 | |
| Syngenta | 0.4 | $524k | 6.7k | 77.81 | |
| Silver Wheaton Corp | 0.3 | $413k | 21k | 19.66 | |
| WD-40 Company (WDFC) | 0.2 | $318k | 5.8k | 54.55 | |
| Market Vectors Vietnam ETF. | 0.1 | $142k | 7.7k | 18.54 |
