Octavian Advisors

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