Octavian Advisors as of March 31, 2012
Portfolio Holdings for Octavian Advisors
Octavian Advisors holds 11 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 |
|---|---|---|---|---|---|
| Novagold Resources Inc Cad (NG) | 38.2 | $63M | 8.8M | 7.18 | |
| Newmont Mining Corporation (NEM) | 12.3 | $20M | 395k | 51.27 | |
| Medco Health Solutions | 10.8 | $18M | 253k | 70.30 | |
| Ocean Rig Udw | 10.7 | $18M | 1.0M | 16.90 | |
| Orient-exp Htls | 8.5 | $14M | 1.4M | 10.20 | |
| Global Eagle Acquisition Cor unit 99/99/9999 | 6.2 | $10M | 1.0M | 10.15 | |
| Pacific Drilling Sa | 4.9 | $8.1M | 804k | 10.12 | |
| Genie Energy Ltd-b cl b (GNE) | 2.6 | $4.2M | 438k | 9.67 | |
| Diana Shipping (DSX) | 2.5 | $4.2M | 465k | 8.95 | |
| Market Vectors Gold Miners ETF | 2.4 | $3.9M | 80k | 49.54 | |
| Sotheby's | 1.0 | $1.7M | 43k | 39.35 |
