Edoma Partners as of Dec. 31, 2011
Portfolio Holdings for Edoma Partners
Edoma Partners holds 40 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 |
|---|---|---|---|---|---|
| El Paso Corporation | 22.7 | $81M | 3.1M | 26.57 | |
| Motorola Mobility Holdings | 13.5 | $48M | 1.2M | 38.80 | |
| Companhia Energetica Minas Gerais (CIG) | 5.9 | $21M | 1.2M | 17.79 | |
| Yahoo! | 4.5 | $16M | 1.0M | 16.13 | |
| BRF Brasil Foods SA (BRFS) | 4.0 | $14M | 725k | 19.55 | |
| Semgroup Corp cl a | 3.8 | $14M | 522k | 26.06 | |
| Delphi Automotive | 3.7 | $13M | 621k | 21.54 | |
| Sara Lee | 3.5 | $13M | 670k | 18.92 | |
| CSX Corporation (CSX) | 3.3 | $12M | 565k | 21.06 | |
| Brasil Telecom SA | 3.3 | $12M | 657k | 17.79 | |
| Comcast Corporation (CMCSA) | 2.8 | $10M | 429k | 23.71 | |
| Telefonica Brasil Sa | 2.2 | $7.8M | 285k | 27.33 | |
| Research In Motion | 1.9 | $6.7M | 460k | 14.50 | |
| Virgin Media | 1.7 | $6.0M | 282k | 21.38 | |
| Ivanhoe Mines | 1.6 | $5.9M | 333k | 17.72 | |
| Market Vectors Gold Miners ETF | 1.6 | $5.8M | 112k | 51.43 | |
| DeVry | 1.5 | $5.5M | 143k | 38.46 | |
| Cisco Systems (CSCO) | 1.5 | $5.4M | 299k | 18.08 | |
| Walter Energy | 1.3 | $4.8M | 79k | 60.57 | |
| Seagate Technology Com Stk | 1.3 | $4.7M | 288k | 16.40 | |
| Dollar General (DG) | 1.2 | $4.4M | 108k | 41.14 | |
| Apollo | 1.2 | $4.2M | 78k | 53.87 | |
| Xylem (XYL) | 1.1 | $3.9M | 151k | 25.69 | |
| Air Products & Chemicals (APD) | 1.0 | $3.6M | 42k | 85.20 | |
| Exelis | 0.9 | $3.4M | 373k | 9.05 | |
| ArcelorMittal | 0.9 | $3.2M | 175k | 18.19 | |
| Ypf Sa (YPF) | 0.8 | $3.0M | 87k | 34.68 | |
| Visteon Corporation (VC) | 0.8 | $3.0M | 59k | 49.93 | |
| Western Digital (WDC) | 0.8 | $2.8M | 92k | 30.95 | |
| Potash Corp. Of Saskatchewan I | 0.8 | $2.8M | 67k | 41.29 | |
| Itt | 0.8 | $2.7M | 141k | 19.33 | |
| Ingersoll-rand Co Ltd-cl A | 0.6 | $2.2M | 71k | 30.47 | |
| United States Steel Corporation (X) | 0.6 | $2.0M | 77k | 26.45 | |
| Corning Incorporated (GLW) | 0.6 | $2.0M | 155k | 12.98 | |
| Green Mountain Coffee Roasters | 0.4 | $1.6M | 35k | 44.86 | |
| Lennar Corporation (LEN) | 0.4 | $1.5M | 76k | 19.65 | |
| Watsco, Incorporated (WSO) | 0.4 | $1.4M | 21k | 65.66 | |
| Stanley Black & Decker (SWK) | 0.4 | $1.4M | 20k | 67.60 | |
| Pulte (PHM) | 0.3 | $1.2M | 196k | 6.31 | |
| Rockwood Holdings | 0.2 | $788k | 20k | 39.35 |
