Edoma Partners as of March 31, 2012
Portfolio Holdings for Edoma Partners
Edoma Partners holds 36 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| El Paso Corporation | 20.0 | $85M | 2.9M | 29.55 | |
| Thomas & Betts Corporation | 6.3 | $27M | 370k | 71.91 | |
| Illumina (ILMN) | 5.9 | $25M | 475k | 52.61 | |
| Telefonica Brasil Sa | 5.1 | $22M | 707k | 30.63 | |
| Delphi Automotive | 4.9 | $21M | 657k | 31.60 | |
| Sara Lee | 4.8 | $20M | 938k | 21.53 | |
| Semgroup Corp cl a | 4.8 | $20M | 690k | 29.14 | |
| Cit | 4.6 | $19M | 470k | 41.24 | |
| Air Products & Chemicals (APD) | 4.2 | $18M | 195k | 91.80 | |
| Cisco Systems (CSCO) | 4.2 | $18M | 831k | 21.15 | |
| Industries N shs - a - (LYB) | 2.8 | $12M | 273k | 43.65 | |
| Oracle Corporation (ORCL) | 2.8 | $12M | 400k | 29.16 | |
| Bank of America Corporation (BAC) | 2.6 | $11M | 1.2M | 9.57 | |
| BRF Brasil Foods SA (BRFS) | 2.4 | $10M | 505k | 20.01 | |
| Companhia Paranaense de Energia | 2.1 | $8.8M | 373k | 23.51 | |
| Lowe's Companies (LOW) | 2.1 | $8.7M | 278k | 31.38 | |
| Yahoo! | 2.0 | $8.5M | 557k | 15.22 | |
| Vale (VALE) | 2.0 | $8.4M | 360k | 23.33 | |
| Kinross Gold Corp (KGC) | 2.0 | $8.4M | 854k | 9.79 | |
| TRW Automotive Holdings | 1.9 | $8.3M | 178k | 46.45 | |
| Agnico (AEM) | 1.9 | $8.2M | 245k | 33.38 | |
| Goldcorp | 1.6 | $6.6M | 146k | 45.06 | |
| iShares MSCI Brazil Index (EWZ) | 1.5 | $6.5M | 100k | 64.74 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.1 | $4.9M | 128k | 38.04 | |
| Southwestern Energy Company | 1.1 | $4.5M | 146k | 30.60 | |
| Lear Corporation (LEA) | 1.0 | $4.2M | 91k | 46.49 | |
| NetApp (NTAP) | 0.9 | $3.8M | 84k | 44.78 | |
| EMC Corporation | 0.9 | $3.7M | 124k | 29.88 | |
| Vimpel | 0.7 | $2.9M | 259k | 11.16 | |
| Potash Corp. Of Saskatchewan I | 0.5 | $2.2M | 48k | 45.70 | |
| Stanley Black & Decker (SWK) | 0.4 | $1.5M | 20k | 76.96 | |
| Watsco, Incorporated (WSO) | 0.4 | $1.6M | 21k | 74.04 | |
| Siemens (SIEGY) | 0.2 | $1.0M | 10k | 100.88 | |
| Lennar Corporation (LEN) | 0.2 | $834k | 31k | 27.17 | |
| Ingersoll-rand Co Ltd-cl A | 0.2 | $846k | 21k | 41.33 | |
| Pulte (PHM) | 0.1 | $572k | 65k | 8.85 |
