Blenheim Capital Management as of March 31, 2013
Portfolio Holdings for Blenheim Capital Management
Blenheim Capital Management holds 23 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources Ltd cl b (TECK) | 17.0 | $22M | 780k | 28.16 | |
| SPDR S&P Metals and Mining (XME) | 15.7 | $20M | 500k | 40.39 | |
| HudBay Minerals (HBM) | 13.8 | $18M | 1.9M | 9.61 | |
| SPDR S&P Homebuilders (XHB) | 9.4 | $12M | 402k | 30.06 | |
| iShares MSCI Brazil Index (EWZ) | 8.4 | $11M | 200k | 54.48 | |
| Century Aluminum Company (CENX) | 6.4 | $8.2M | 1.1M | 7.74 | |
| Vanguard Emerging Markets ETF (VWO) | 6.0 | $7.7M | 180k | 42.89 | |
| China Ming Yang Wind Power | 5.5 | $7.1M | 6.2M | 1.16 | |
| Vale (VALE) | 3.4 | $4.3M | 250k | 17.29 | |
| Cobalt Intl Energy | 3.3 | $4.2M | 150k | 28.20 | |
| Petroleo Brasileiro SA (PBR) | 3.2 | $4.1M | 250k | 16.57 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.9 | $3.7M | 113k | 33.10 | |
| Thompson Creek Metals | 2.6 | $3.3M | 1.1M | 3.00 | |
| Concho Resources | 1.1 | $1.5M | 15k | 97.40 | |
| Stillwater Mining Company | 0.7 | $884k | 68k | 12.92 | |
| Ocean Rig Udw | 0.2 | $322k | 20k | 16.10 | |
| Seadrill | 0.1 | $186k | 5.0k | 37.20 | |
| Chesapeake Energy Corporation | 0.1 | $153k | 7.5k | 20.40 | |
| McDermott International | 0.1 | $110k | 10k | 11.00 | |
| Rockwood Holdings | 0.1 | $65k | 1.0k | 65.00 | |
| Owens-Illinois | 0.0 | $53k | 2.0k | 26.50 | |
| Canadian Pacific Railway | 0.0 | $33k | 250.00 | 132.00 | |
| iShares MSCI Australia Index Fund (EWA) | 0.0 | $27k | 1.0k | 27.00 |
