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 |
