Blenheim Capital Management as of March 31, 2011
Portfolio Holdings for Blenheim Capital Management
Blenheim Capital Management holds 21 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 19.3 | $58M | 3.1M | 18.68 | |
| Teck Resources Ltd cl b (TECK) | 13.3 | $40M | 750k | 53.02 | |
| China Ming Yang Wind Power | 12.5 | $38M | 3.6M | 10.31 | |
| Freeport-McMoRan Copper & Gold (FCX) | 9.3 | $28M | 500k | 55.55 | |
| HudBay Minerals (HBM) | 9.1 | $27M | 1.7M | 16.30 | |
| WisdomTree India Earnings Fund (EPI) | 7.4 | $22M | 889k | 24.80 | |
| Thompson Creek Metals | 5.3 | $16M | 1.3M | 12.54 | |
| Allegheny Technologies Incorporated (ATI) | 4.1 | $12M | 180k | 67.72 | |
| Cliffs Natural Resources | 3.3 | $9.8M | 100k | 98.28 | |
| Plains Exploration & Production Company | 3.0 | $9.1M | 250k | 36.23 | |
| CONSOL Energy | 2.7 | $8.0M | 150k | 53.63 | |
| Bank of America Corporation (BAC) | 2.0 | $6.0M | 448k | 13.33 | |
| Anooraq Resources Corp | 1.8 | $5.5M | 4.7M | 1.16 | |
| Cosan Ltd shs a | 1.7 | $5.2M | 400k | 12.90 | |
| State Street Corporation (STT) | 1.1 | $3.4M | 75k | 44.95 | |
| Alpha Natural Resources | 1.0 | $3.0M | 50k | 59.38 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.8M | 60k | 46.10 | |
| Wells Fargo & Company (WFC) | 0.7 | $2.0M | 64k | 31.70 | |
| Citi | 0.7 | $2.0M | 450k | 4.42 | |
| Mitsubishi UFJ Financial (MUFG) | 0.5 | $1.4M | 300k | 4.60 | |
| Stillwater Mining Company | 0.4 | $1.1M | 50k | 22.94 |
