New Vernon Investment Management

New Vernon Investment Management as of Dec. 31, 2010

Portfolio Holdings for New Vernon Investment Management

New Vernon Investment Management holds 70 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Goldman Sachs (GS) 20.0 $84M 500k 168.16
BP (BP) 10.4 $44M 990k 44.17
Bank of America Corporation (BAC) 8.6 $36M 2.7M 13.34
Hartford Financial Services (HIG) 5.0 $21M 803k 26.49
Whirlpool Corporation (WHR) 4.2 $18M 200k 88.83
Potash Corp. Of Saskatchewan I 3.7 $16M 100k 154.83
Vishay Intertechnology (VSH) 3.0 $13M 850k 14.68
Wells Fargo & Company (WFC) 2.9 $12M 400k 30.99
ChinaEdu Corporation (CEDU) 2.6 $11M 1.4M 7.75
Bitstream 1.9 $8.2M 1.1M 7.24
Flotek Industries 1.9 $8.2M 1.5M 5.45
CNO Financial (CNO) 1.7 $7.3M 1.1M 6.78
Newcastle Investment 1.7 $7.2M 1.1M 6.70
Vimicro International Corporation 1.5 $6.3M 1.7M 3.73
NOVA MEASURING Instruments L (NVMI) 1.4 $5.8M 700k 8.31
Avnet (AVT) 1.3 $5.6M 170k 33.03
iShares MSCI Taiwan Index 1.2 $4.9M 316k 15.62
Prudential Financial (PRU) 1.1 $4.8M 82k 58.71
O2Micro International 1.1 $4.7M 764k 6.18
MetLife (MET) 1.1 $4.7M 105k 44.44
Morgan Stanley China A Share Fund (CAF) 0.9 $3.8M 138k 27.35
Quality Distribution 0.9 $3.7M 409k 9.09
Freeport-McMoRan Copper & Gold (FCX) 0.9 $3.6M 30k 120.10
Newport Corporation 0.8 $3.5M 200k 17.43
Chevron Corporation (CVX) 0.8 $3.5M 38k 91.26
eMagin Corporation 0.8 $3.1M 524k 6.00
Transocean (RIG) 0.7 $3.1M 45k 69.51
Mosaic Company 0.7 $3.1M 40k 76.35
Capital Senior Living Corporation 0.7 $3.1M 461k 6.70
iShares MSCI South Korea Index Fund (EWY) 0.7 $3.1M 50k 61.20
Platinum Underwriter/ptp 0.7 $3.0M 68k 44.97
General Cable Corporation 0.7 $3.0M 85k 35.09
Allied World Assurance 0.7 $3.0M 50k 59.44
Rio Tinto (RIO) 0.7 $2.9M 40k 71.65
Halliburton Company (HAL) 0.7 $2.8M 69k 40.83
BHP Billiton (BHP) 0.7 $2.8M 30k 92.93
Strategic Hotels & Resorts 0.6 $2.7M 510k 5.29
Occidental Petroleum Corporation (OXY) 0.6 $2.5M 25k 98.12
Shaw 0.6 $2.4M 70k 34.23
Canadian Natural Resources (CNQ) 0.5 $2.2M 50k 44.42
Endurance Specialty Hldgs Lt 0.5 $2.1M 47k 46.06
Lincoln National Corporation (LNC) 0.5 $2.1M 75k 27.81
China Fund (CHN) 0.5 $2.1M 65k 32.51
Boise 0.5 $2.0M 250k 7.93
Travelers Companies (TRV) 0.5 $1.9M 35k 55.71
Allstate Corporation (ALL) 0.5 $1.9M 60k 31.88
Xl Group 0.4 $1.9M 85k 21.82
Petrohawk Energy Corporation 0.4 $1.8M 100k 18.25
ETFS Physical Palladium Shares 0.4 $1.8M 23k 79.88
Devon Energy Corporation (DVN) 0.4 $1.6M 20k 78.53
Illinois Tool Works (ITW) 0.4 $1.6M 30k 53.40
Arch Capital Group (ACGL) 0.4 $1.5M 17k 88.06
AngioDynamics (ANGO) 0.4 $1.5M 99k 15.37
Axis Capital Holdings (AXS) 0.3 $1.5M 42k 35.88
MGM Resorts International. (MGM) 0.3 $1.5M 100k 14.85
ULTRAPETROL BAHAMAS LTD COM Stk (ULTRF) 0.3 $1.5M 227k 6.43
Itron (ITRI) 0.3 $1.4M 25k 55.44
Schlumberger (SLB) 0.3 $1.3M 15k 83.53
Aspen Insurance Holdings 0.3 $1.1M 40k 28.62
Cheniere Energy (LNG) 0.3 $1.1M 200k 5.52
Heckmann Corp *w exp 11/09/201 0.2 $1.0M 3.3M 0.31
Red Lion Hotels Corporation 0.2 $877k 110k 7.98
Pride International 0.2 $660k 20k 33.00
McDermott International 0.2 $683k 33k 20.70
Kopin Corporation (KOPN) 0.1 $496k 119k 4.16
America Service (ASGR) 0.1 $486k 32k 15.13
Babcock & Wilcox 0.1 $422k 17k 25.58
Xcel Energy (XEL) 0.1 $236k 10k 23.60
Electromed (ELMD) 0.0 $160k 45k 3.56
Builders FirstSource (BLDR) 0.0 $99k 50k 1.98