Savitr Capital

Savitr Capital as of Sept. 30, 2011

Portfolio Holdings for Savitr Capital

Savitr Capital holds 36 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Agrium 4.9 $3.7M 55k 66.65
Southwestern Energy Company 4.9 $3.7M 110k 33.33
Pinnacle West Capital Corporation (PNW) 4.8 $3.6M 85k 42.94
Nextera Energy (NEE) 4.7 $3.5M 65k 54.02
Xcel Energy (XEL) 4.6 $3.5M 140k 24.69
Range Resources (RRC) 4.3 $3.2M 55k 58.45
Wisconsin Energy Corporation 4.2 $3.1M 100k 31.29
Chesapeake Energy Corporation 4.0 $3.0M 119k 25.55
Monsanto Company 4.0 $3.0M 50k 60.04
Ultra Petroleum 3.8 $2.9M 104k 27.72
Consolidated Edison (ED) 3.8 $2.9M 50k 57.02
Dominion Resources (D) 3.7 $2.8M 55k 50.76
Covanta Holding Corporation 3.6 $2.7M 180k 15.19
Quanta Services (PWR) 3.4 $2.5M 135k 18.79
Ameres (AMRC) 2.9 $2.2M 215k 10.16
Bill Barrett Corporation 2.9 $2.2M 60k 36.23
Ameren Corporation (AEE) 2.6 $2.0M 67k 29.77
AES Corporation (AES) 2.6 $2.0M 200k 9.76
Cabot Oil & Gas Corporation (CTRA) 2.5 $1.9M 30k 61.90
CF Industries Holdings (CF) 2.5 $1.9M 15k 123.40
Calgon Carbon Corporation 2.4 $1.8M 122k 14.57
Elster Group SE 2.3 $1.7M 116k 14.95
Gulfport Energy Corporation 2.2 $1.7M 68k 24.18
Maxwell Technologies 2.2 $1.6M 88k 18.41
American Electric Power Company (AEP) 2.0 $1.5M 40k 38.02
Lindsay Corporation (LNN) 1.9 $1.5M 27k 53.78
Codexis (CDXS) 1.9 $1.4M 308k 4.57
A123 Systems 1.7 $1.3M 380k 3.44
Sandridge Permian Tr 1.5 $1.1M 67k 16.85
Regency Energy Partners 1.5 $1.1M 50k 22.40
Mosaic (MOS) 1.3 $979k 20k 48.95
Energy Transfer Equity (ET) 1.3 $974k 28k 34.79
Schweitzer-Mauduit International (MATV) 1.1 $838k 15k 55.87
Gevo 0.9 $650k 117k 5.57
Active Power 0.8 $611k 473k 1.29
China Hydroelectric Corp 0.4 $332k 159k 2.08