Octavian Advisors

Octavian Advisors as of Dec. 31, 2011

Portfolio Holdings for Octavian Advisors

Octavian Advisors holds 11 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
Beam 25.4 $30M 580k 51.23
Newmont Mining Corporation (NEM) 20.3 $24M 395k 60.01
Sotheby's 11.1 $13M 455k 28.53
Ralcorp Holdings 9.5 $11M 130k 85.50
Orient-exp Htls 8.8 $10M 1.4M 7.47
Global Eagle Acquisition Cor 8.6 $10M 1.0M 10.09
Ivanhoe Mines 4.6 $5.4M 305k 17.72
Ocean Rig Udw 4.1 $4.8M 393k 12.20
Market Vectors Gold Miners ETF 4.1 $4.8M 93k 51.42
Novagold Resources Inc Cad (NG) 2.9 $3.3M 392k 8.48
Genie Energy Ltd-b cl b (GNE) 0.5 $625k 79k 7.93