Corriente Advisors

Companies in the Corriente Advisors portfolio as of March 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Consumer Discretionary SPDR (XLY) 27.84 640000 45.09
Newmont Mining Corporation (NEM) 12.74 257578 51.27
Peabody Energy Corporation (BTU) 11.18 400000 28.96
MGIC Investment (MTG) 10.26 2.14M 4.96
Tesoro Corporation (TSO) 9.58 370000 26.84
Research In Motion Ltd 7.45 525000 14.70
Valero Energy Corporation (VLO) 6.22 250000 25.77
Liberty Media Corp lcpad 5.78 68000 88.15
TiVo (TIVO) 2.66 230000 11.99
Cheniere Energy (LNG) 2.32 160761 14.98
Clearwire Corporation (CLWR) 1.95 885000 2.28
VAALCO Energy (EGY) 1.43 156600 9.45
OfficeMax Incorporated (OMX) 0.30 55000 5.73
American International (AIG) 0.30 10000 30.80