S.A.C. Global Investors

S.A.C. Global Investors as of Dec. 31, 2011

Portfolio Holdings for S.A.C. Global Investors

S.A.C. Global Investors holds 70 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
BHP Billiton 7.5 $19M 327k 58.39
Validus Holdings 5.4 $14M 440k 31.50
Ace Limited Cmn 4.7 $12M 173k 70.12
Travelers Companies (TRV) 3.1 $7.9M 133k 59.17
Kirby Corporation (KEX) 2.9 $7.4M 112k 65.84
Conocophillips option 2.9 $7.3M 100k 72.87
Wells Fargo & Company (WFC) 2.7 $6.9M 250k 27.56
Royal Dutch Shell 2.4 $6.2M 85k 73.09
Triumph (TGI) 2.3 $6.0M 102k 58.45
LKQ Corporation (LKQ) 2.3 $5.9M 196k 30.08
Union Pacific Corporation (UNP) 2.3 $5.8M 55k 105.93
Freeport-McMoRan Copper & Gold (FCX) 2.2 $5.6M 153k 36.79
A. O. Smith Corporation (AOS) 2.2 $5.6M 140k 40.12
Randgold Res Ltd option 2.2 $5.6M 55k 102.11
Dresser-Rand 2.2 $5.5M 111k 49.91
Danaher Corporation (DHR) 2.1 $5.5M 116k 47.04
Agrium 2.1 $5.4M 80k 67.12
Stanley Black & Decker (SWK) 2.0 $5.1M 75k 67.60
Snap-on Incorporated (SNA) 2.0 $5.1M 100k 50.62
Market Vectors Gold Miners ETF 2.0 $5.0M 98k 51.43
JPMorgan Chase & Co. (JPM) 1.9 $5.0M 150k 33.25
Aurico Gold 1.9 $4.8M 600k 8.01
New Gold Inc Cda (NGD) 1.9 $4.7M 470k 10.08
Ashland 1.8 $4.5M 78k 57.15
Halliburton Company (HAL) 1.7 $4.4M 127k 34.51
Andersons Inc Cmn Stock cmn 1.7 $4.4M 100k 43.66
Suncor Energy (SU) 1.7 $4.3M 150k 28.83
PNC Financial Services (PNC) 1.7 $4.3M 74k 57.67
Allstate Corporation (ALL) 1.4 $3.5M 126k 27.41
Anadarko Petroleum Corporation 1.3 $3.4M 44k 76.34
Syngenta 1.2 $3.1M 53k 58.95
Cobalt International Energy cmn 1.2 $3.1M 200k 15.52
Banco Itau Holding Financeira (ITUB) 1.2 $3.0M 160k 18.56
E.I. du Pont de Nemours & Company 1.1 $2.9M 63k 45.78
Vale (VALE) 1.1 $2.8M 133k 21.45
Minefinders 1.0 $2.7M 250k 10.60
Interxion Holding 1.0 $2.5M 189k 13.45
Weatherford International Lt reg 1.0 $2.5M 172k 14.64
Cliffs Natural Resources Inc option 1.0 $2.5M 40k 62.35
Axis Capital Holdings (AXS) 1.0 $2.5M 77k 31.96
Silver Wheaton Corp 0.9 $2.3M 81k 28.96
Rock-Tenn Company 0.8 $2.2M 38k 57.71
Praxair 0.8 $2.1M 20k 106.90
Deere & Company (DE) 0.8 $2.0M 26k 77.35
Timken Company (TKR) 0.7 $1.8M 48k 38.72
Teck Resources Ltd cl b (TECK) 0.7 $1.8M 52k 35.18
AngloGold Ashanti 0.7 $1.7M 40k 42.45
Eldorado Gold Corp 0.6 $1.6M 120k 13.71
Gammon Gold Inc Common Stock cmn 0.6 $1.6M 200k 8.01
Canadian Natl Ry (CNI) 0.6 $1.6M 20k 78.55
Baker Hughes Incorporated 0.6 $1.5M 31k 48.65
American Axle & Manufact. Holdings (AXL) 0.6 $1.5M 150k 9.89
SPDR S&P Metals and Mining (XME) 0.6 $1.5M 30k 49.00
Ens 0.6 $1.4M 30k 46.93
Ivanhoe Mines Ltd Common Stock cmn 0.6 $1.4M 79k 17.71
Potash Corp. Of Saskatchewan I 0.5 $1.3M 33k 41.29
Silver Standard Res 0.5 $1.2M 90k 13.82
Mosaic (MOS) 0.5 $1.3M 25k 50.44
Peabody Energy Corporation 0.5 $1.2M 35k 33.11
Walter Energy 0.4 $1.1M 18k 60.57
Oasis Petroleum 0.4 $1.1M 37k 29.08
Whiting Petroleum Corporation 0.4 $934k 20k 46.70
Ivanhoe Mines 0.3 $886k 50k 17.72
Goldcorp 0.3 $664k 15k 44.27
Rio Tinto (RIO) 0.2 $489k 10k 48.90
Century Alum Co Cmn Stock cmn 0.2 $426k 50k 8.52
Manpower (MAN) 0.1 $386k 11k 35.74
Ecolab (ECL) 0.1 $289k 5.0k 57.80
Banro Corp 0.1 $265k 71k 3.72
Schnitzer Steel Industries (RDUS) 0.1 $241k 5.7k 42.26