Edoma Partners

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 (SWN) 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