Blenheim Capital Management as of Dec. 31, 2011
Portfolio Holdings for Blenheim Capital Management
Blenheim Capital Management holds 16 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources Ltd cl b (TECK) | 26.4 | $31M | 867k | 35.19 | |
| Century Aluminum Company (CENX) | 22.8 | $26M | 3.1M | 8.51 | |
| HudBay Minerals (HBM) | 15.1 | $17M | 1.8M | 9.96 | |
| China Ming Yang Wind Power | 12.1 | $14M | 6.2M | 2.27 | |
| Thompson Creek Metals | 6.6 | $7.7M | 1.1M | 6.96 | |
| Alpha Natural Resources | 3.4 | $3.9M | 190k | 20.43 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $3.3M | 100k | 33.25 | |
| Wells Fargo & Company (WFC) | 2.4 | $2.8M | 100k | 27.56 | |
| SPDR S&P Metals and Mining (XME) | 2.1 | $2.5M | 50k | 49.00 | |
| Cobalt Intl Energy | 2.0 | $2.3M | 150k | 15.52 | |
| Anooraq Resources Corp | 1.7 | $2.0M | 5.0M | 0.39 | |
| U.S. Bancorp (USB) | 1.2 | $1.4M | 50k | 27.06 | |
| Alpha Natural Resources Inc option | 0.8 | $962k | 3.0k | 316.03 | |
| National-Oilwell Var | 0.3 | $340k | 5.0k | 68.00 | |
| Wells Fargo & Co New option | 0.2 | $223k | 500.00 | 446.00 | |
| Southwestern Energy Company | 0.1 | $160k | 5.0k | 32.00 |
