Osmium Capital Management

Revelation Capital Management as of Sept. 30, 2012

Portfolio Holdings for Revelation Capital Management

Revelation Capital Management holds 25 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FutureFuel (FF) 23.5 $50M 4.1M 12.11
United Microelectronics (UMC) 20.8 $44M 21M 2.05
Spdr S&p 500 Etf Tr option 12.9 $27M 189k 143.97
Taiwan Semiconductor Mfg (TSM) 10.7 $23M 1.4M 15.82
Eaton Vance Tax-Managed Global Dive Eq (EXG) 5.2 $11M 1.3M 8.81
Las Vegas Sands (LVS) 3.7 $7.9M 169k 46.37
iShares MSCI Hong Kong Index Fund (EWH) 3.7 $7.9M 432k 18.20
Mobile TeleSystems OJSC 2.8 $6.0M 340k 17.52
ICICI Bank (IBN) 2.5 $5.4M 134k 40.14
Cnh Global 2.4 $5.0M 128k 38.77
Infosys Technologies (INFY) 2.0 $4.3M 88k 48.53
Tata Motors 1.8 $3.7M 145k 25.68
Alpine Total Dynamic Dividend Fund 1.1 $2.3M 511k 4.43
Crossroads Systems 1.1 $2.3M 564k 4.00
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.9 $1.9M 205k 9.51
Morgan Stanley China A Share Fund (CAF) 0.9 $1.9M 102k 18.68
Nippon Telegraph & Telephone (NTTYY) 0.8 $1.8M 75k 23.71
iShares MSCI Brazil Index (EWZ) 0.7 $1.4M 26k 54.07
Advanced Semiconductor Engineering 0.6 $1.4M 364k 3.73
Uni-Pixel 0.6 $1.3M 209k 6.19
iShares MSCI Taiwan Index 0.4 $937k 70k 13.39
Superconductor Technologies 0.4 $825k 1.8M 0.47
Comstock Mining Inc cs 0.2 $425k 130k 3.27
Best Buy (BBY) 0.1 $288k 17k 17.22
Ryanair Holdings 0.1 $161k 5.0k 32.20