Edoma Partners as of Sept. 30, 2012
Portfolio Holdings for Edoma Partners
Edoma Partners holds 20 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Financial Select Sector SPDR (XLF) | 24.1 | $46M | 2.9M | 15.59 | |
| American International (AIG) | 12.8 | $25M | 747k | 32.79 | |
| Semgroup Corp cl a | 12.3 | $24M | 638k | 36.85 | |
| Kraft Foods | 9.8 | $19M | 452k | 41.35 | |
| Seadrill | 5.6 | $11M | 272k | 39.22 | |
| Virgin Media | 5.5 | $11M | 356k | 29.42 | |
| Nexen | 4.1 | $7.9M | 311k | 25.34 | |
| iShares MSCI Emerging Markets Indx (EEM) | 3.8 | $7.3M | 176k | 41.33 | |
| Lowe's Companies (LOW) | 2.5 | $4.9M | 161k | 30.24 | |
| Delphi Automotive | 2.5 | $4.8M | 156k | 31.00 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $4.4M | 109k | 40.48 | |
| International Business Machines (IBM) | 2.2 | $4.1M | 20k | 207.43 | |
| Marriott International (MAR) | 2.1 | $4.1M | 105k | 39.10 | |
| Omni (OMC) | 1.9 | $3.7M | 72k | 51.56 | |
| Union Pacific Corporation (UNP) | 1.8 | $3.5M | 29k | 118.69 | |
| Macy's (M) | 1.7 | $3.3M | 87k | 37.62 | |
| Air Products & Chemicals (APD) | 1.7 | $3.3M | 40k | 82.70 | |
| Hillshire Brands | 1.6 | $3.0M | 111k | 26.78 | |
| Buckeye Technologies | 1.2 | $2.3M | 71k | 32.05 | |
| Tronox | 0.4 | $706k | 31k | 22.66 |
