Blenheim Capital Management as of Dec. 31, 2012
Portfolio Holdings for Blenheim Capital Management
Blenheim Capital Management holds 17 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources Ltd cl b (TECK) | 16.2 | $28M | 780k | 36.35 | |
| Century Aluminum Company (CENX) | 15.5 | $27M | 3.1M | 8.76 | |
| SPDR S&P Metals and Mining (XME) | 15.4 | $27M | 600k | 45.13 | |
| HudBay Minerals (HBM) | 10.6 | $19M | 1.9M | 10.07 | |
| Freeport-McMoRan Copper & Gold (FCX) | 8.1 | $14M | 417k | 34.20 | |
| iShares MSCI Brazil Index (EWZ) | 6.4 | $11M | 200k | 55.94 | |
| SPDR S&P Homebuilders (XHB) | 6.1 | $11M | 400k | 26.60 | |
| China Ming Yang Wind Power | 4.2 | $7.4M | 6.2M | 1.20 | |
| Vanguard Emerging Markets ETF (VWO) | 3.5 | $6.2M | 140k | 44.53 | |
| Vale (VALE) | 3.0 | $5.2M | 250k | 20.96 | |
| Petroleo Brasileiro SA (PBR) | 2.8 | $4.9M | 250k | 19.47 | |
| Thompson Creek Metals | 2.6 | $4.6M | 1.1M | 4.15 | |
| WisdomTree India Earnings Fund (EPI) | 2.2 | $3.9M | 200k | 19.37 | |
| Cobalt Intl Energy | 2.1 | $3.7M | 150k | 24.56 | |
| Concho Resources | 0.7 | $1.2M | 15k | 80.53 | |
| Stillwater Mining Company | 0.6 | $959k | 75k | 12.79 | |
| Atlatsa Res | 0.0 | $52k | 344k | 0.15 |
