Osmium Capital Management

Revelation Capital Management as of Sept. 30, 2013

Portfolio Holdings for Revelation Capital Management

Revelation Capital Management holds 12 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Microelectronics (UMC) 31.1 $26M 13M 2.06
Taiwan Semiconductor Mfg (TSM) 28.6 $24M 1.4M 16.96
Central Fd Cda Ltd cl a 17.3 $15M 994k 14.70
Bank Of Ireland Spons 5.4 $4.6M 405k 11.27
Advanced Semiconductor Engineering 4.4 $3.7M 778k 4.78
Murphy Oil Corporation (MUR) 3.9 $3.3M 55k 60.32
BHP Billiton 3.3 $2.8M 48k 58.85
Mobile TeleSystems OJSC 2.5 $2.1M 96k 22.26
Imprimis Pharmaceuticals 1.4 $1.2M 273k 4.50
Siliconware Precision Industries 1.2 $997k 172k 5.78
Crossroads Systems 0.5 $418k 510k 0.82
Seadrill 0.3 $266k 5.9k 45.00