Belltower Advisors as of Sept. 30, 2011
Portfolio Holdings for Belltower Advisors
Belltower Advisors holds 18 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oil States International (OIS) | 14.2 | $12M | 237k | 50.92 | |
| Industries N shs - a - (LYB) | 9.4 | $8.0M | 328k | 24.43 | |
| Agnico (AEM) | 8.8 | $7.4M | 125k | 59.52 | |
| Cameron International Corporation | 8.3 | $7.0M | 169k | 41.54 | |
| National-Oilwell Var | 6.8 | $5.8M | 113k | 51.22 | |
| Cliffs Natural Resources | 5.8 | $5.0M | 97k | 51.17 | |
| North Amern Palladium | 5.1 | $4.3M | 1.7M | 2.55 | |
| Domtar Corp | 5.0 | $4.3M | 63k | 68.18 | |
| Concho Resources | 4.8 | $4.1M | 58k | 71.14 | |
| Northern Oil & Gas | 4.6 | $3.9M | 200k | 19.39 | |
| Complete Production Services | 4.4 | $3.8M | 200k | 18.85 | |
| CONSOL Energy | 4.4 | $3.7M | 110k | 33.93 | |
| Carrizo Oil & Gas | 3.9 | $3.3M | 155k | 21.55 | |
| Patriot Coal Corp | 3.5 | $3.0M | 349k | 8.46 | |
| Freeport-McMoRan Copper & Gold (FCX) | 3.2 | $2.7M | 90k | 30.46 | |
| Celanese Corporation (CE) | 3.1 | $2.6M | 81k | 32.53 | |
| Mosaic (MOS) | 2.6 | $2.2M | 45k | 48.98 | |
| Valero Energy Corporation (VLO) | 2.1 | $1.8M | 100k | 17.78 |
