Bedlam Asset Management as of Sept. 30, 2013
Portfolio Holdings for Bedlam Asset Management
Bedlam Asset Management holds 22 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pfizer (PFE) | 10.9 | $14M | 479k | 28.71 | |
| Pentair | 10.8 | $14M | 208k | 64.94 | |
| Medtronic | 9.8 | $12M | 232k | 53.25 | |
| Checkpoint Systems | 9.5 | $12M | 211k | 56.56 | |
| AGCO Corporation (AGCO) | 9.3 | $12M | 194k | 60.42 | |
| Wolverine World Wide (WWW) | 8.4 | $11M | 182k | 58.23 | |
| Chart Industries (GTLS) | 7.8 | $9.8M | 80k | 123.04 | |
| Tyco International Ltd S hs | 6.8 | $8.6M | 245k | 34.98 | |
| Yamana Gold | 5.3 | $6.7M | 640k | 10.40 | |
| First Majestic Silver Corp (AG) | 5.2 | $6.5M | 550k | 11.86 | |
| Goldcorp | 5.0 | $6.3M | 242k | 26.01 | |
| Celgene Corporation | 4.4 | $5.5M | 36k | 153.94 | |
| Cinemark Holdings (CNK) | 1.5 | $1.9M | 61k | 31.75 | |
| Sanofi-Aventis SA (SNY) | 1.2 | $1.5M | 30k | 50.64 | |
| Konami Corporation | 0.7 | $824k | 36k | 23.19 | |
| Smith & Nephew (SNN) | 0.6 | $758k | 12k | 62.42 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $663k | 7.0k | 94.18 | |
| Syngenta | 0.5 | $671k | 8.3k | 81.31 | |
| CTC Media | 0.5 | $633k | 60k | 10.52 | |
| Silver Wheaton Corp | 0.5 | $634k | 26k | 24.78 | |
| Kinder Morgan (KMI) | 0.5 | $612k | 17k | 35.58 | |
| WD-40 Company (WDFC) | 0.3 | $378k | 5.8k | 64.85 |
