Octavian Advisors as of June 30, 2012
Portfolio Holdings for Octavian Advisors
Octavian Advisors holds 11 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Novagold Resources Inc Cad (NG) | 33.0 | $39M | 7.4M | 5.28 | |
| Newmont Mining Corporation (NEM) | 14.1 | $17M | 344k | 48.51 | |
| Ocean Rig Udw | 13.8 | $16M | 1.2M | 13.51 | |
| Orient-exp Htls | 8.3 | $9.8M | 1.2M | 8.37 | |
| Global Eagle Acquisition Cor unit 99/99/9999 | 7.3 | $8.6M | 859k | 10.05 | |
| Diana Shipping (DSX) | 6.3 | $7.5M | 964k | 7.78 | |
| Sotheby's | 6.1 | $7.3M | 218k | 33.36 | |
| Pacific Drilling Sa | 5.4 | $6.3M | 746k | 8.51 | |
| Market Vectors Gold Miners ETF | 3.0 | $3.6M | 80k | 44.77 | |
| Novacopper | 2.1 | $2.5M | 1.2M | 2.01 | |
| Genie Energy Ltd-b cl b (GNE) | 0.7 | $767k | 99k | 7.77 |
