Osmium Capital Management

Revelation Capital Management as of June 30, 2013

Portfolio Holdings for Revelation Capital Management

Revelation Capital Management holds 15 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Microelectronics (UMC) 34.7 $34M 15M 2.33
Central Fd Cda Ltd cl a 15.4 $15M 1.1M 13.60
Taiwan Semiconductor Mfg (TSM) 12.6 $12M 675k 18.32
BHP Billiton 7.6 $7.5M 130k 57.66
Hf2 Financial Management 6.2 $6.1M 602k 10.11
Covidien 5.1 $5.0M 88k 57.16
Bank Of Ireland Spons 3.4 $3.4M 405k 8.36
iShares MSCI Hong Kong Index Fund (EWH) 3.4 $3.3M 294k 11.22
Advanced Semiconductor Engineering 3.0 $2.9M 718k 4.06
Imprimis Pharmaceuticals 2.4 $2.3M 273k 8.48
Proshares Tr Ii Ultrashort Ye etf (YCS) 2.3 $2.2M 35k 64.09
Siliconware Precision Industries 1.4 $1.3M 212k 6.27
Crossroads Systems 1.0 $1.0M 545k 1.86
iShares MSCI Taiwan Index 0.9 $931k 70k 13.30
Comstock Mining Inc cs 0.7 $729k 442k 1.65