Belltower Advisors as of Dec. 31, 2010
Portfolio Holdings for Belltower Advisors
Belltower Advisors holds 23 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 |
|---|---|---|---|---|---|
| Stillwater Mining Company | 9.4 | $15M | 709k | 21.35 | |
| Walter Energy | 8.2 | $13M | 103k | 127.84 | |
| Industries N shs - a - (LYB) | 7.6 | $12M | 353k | 34.40 | |
| Halliburton Company (HAL) | 7.1 | $11M | 278k | 40.83 | |
| North Amern Palladium | 6.8 | $11M | 1.6M | 6.94 | |
| Freeport-McMoRan Copper & Gold (FCX) | 6.8 | $11M | 91k | 120.09 | |
| Cameron International Corporation | 6.4 | $10M | 201k | 50.73 | |
| Dril-Quip (DRQ) | 6.2 | $9.9M | 127k | 77.72 | |
| Western Refining | 5.6 | $9.0M | 851k | 10.58 | |
| Oil States International (OIS) | 5.2 | $8.3M | 130k | 64.09 | |
| CF Industries Holdings (CF) | 4.7 | $7.5M | 55k | 135.16 | |
| Nabors Industries | 4.7 | $7.5M | 318k | 23.46 | |
| Domtar Corp | 4.1 | $6.6M | 87k | 75.90 | |
| Cummins (CMI) | 3.4 | $5.5M | 50k | 110.00 | |
| Atlas Air Worldwide Holdings | 3.4 | $5.4M | 97k | 55.83 | |
| Pride International | 2.7 | $4.3M | 131k | 33.00 | |
| Gulfport Energy Corporation | 2.4 | $3.9M | 180k | 21.65 | |
| Resolute Energy | 1.8 | $2.9M | 194k | 14.76 | |
| Willbros | 1.1 | $1.8M | 185k | 9.82 | |
| Newpark Resources (NR) | 0.8 | $1.2M | 195k | 6.16 | |
| Global Geophysical Svcs | 0.7 | $1.1M | 111k | 10.38 | |
| American Superconductor Corporation | 0.5 | $859k | 30k | 28.60 | |
| General Moly Inc Com Stk | 0.4 | $586k | 160k | 3.66 |
