Savitr Capital as of Dec. 31, 2011
Portfolio Holdings for Savitr Capital
Savitr Capital holds 42 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 |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 5.5 | $4.5M | 207k | 21.54 | |
| Ameres (AMRC) | 4.4 | $3.6M | 261k | 13.72 | |
| Covanta Holding Corporation | 3.9 | $3.1M | 230k | 13.69 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.7 | $3.0M | 40k | 75.90 | |
| Trimble Navigation (TRMB) | 3.7 | $3.0M | 70k | 43.40 | |
| AES Corporation (AES) | 3.6 | $3.0M | 250k | 11.84 | |
| Dominion Resources (D) | 3.6 | $2.9M | 55k | 53.07 | |
| Cisco Systems (CSCO) | 3.5 | $2.9M | 160k | 18.08 | |
| Pinnacle West Capital Corporation (PNW) | 3.5 | $2.9M | 60k | 48.18 | |
| Noble Energy | 3.5 | $2.8M | 30k | 94.40 | |
| Wisconsin Energy Corporation | 3.4 | $2.8M | 80k | 34.96 | |
| Xcel Energy (XEL) | 3.4 | $2.8M | 100k | 27.64 | |
| Consolidated Edison (ED) | 3.0 | $2.5M | 40k | 62.02 | |
| Southwestern Energy Company | 2.8 | $2.2M | 70k | 31.94 | |
| Questar Corporation | 2.7 | $2.2M | 111k | 19.86 | |
| Ameren Corporation (AEE) | 2.7 | $2.2M | 67k | 33.12 | |
| Range Resources (RRC) | 2.7 | $2.2M | 35k | 61.94 | |
| Monsanto Company | 2.6 | $2.1M | 30k | 70.07 | |
| Duke Energy Corporation | 2.6 | $2.1M | 95k | 22.00 | |
| First Solar (FSLR) | 2.5 | $2.0M | 60k | 33.77 | |
| Sandridge Permian Tr | 2.3 | $1.9M | 82k | 22.76 | |
| Elster Group SE | 2.2 | $1.8M | 141k | 13.00 | |
| Apache Corporation | 2.2 | $1.8M | 20k | 90.60 | |
| Polypore International | 2.2 | $1.8M | 41k | 44.00 | |
| Maxwell Technologies | 2.1 | $1.8M | 108k | 16.24 | |
| Codexis (CDXS) | 2.0 | $1.6M | 308k | 5.30 | |
| Solazyme | 2.0 | $1.6M | 137k | 11.90 | |
| Regency Energy Partners | 1.8 | $1.5M | 60k | 24.87 | |
| CF Industries Holdings (CF) | 1.8 | $1.5M | 10k | 145.00 | |
| EQT Corporation (EQT) | 1.7 | $1.4M | 25k | 54.80 | |
| Energy Transfer Equity (ET) | 1.5 | $1.2M | 30k | 40.59 | |
| Rose Rock Midstream | 1.5 | $1.2M | 59k | 20.58 | |
| Gevo | 1.4 | $1.2M | 183k | 6.29 | |
| American Capital Agency | 1.4 | $1.1M | 40k | 28.08 | |
| Gt Solar Int'l | 1.4 | $1.1M | 152k | 7.24 | |
| Mosaic (MOS) | 1.2 | $1.0M | 20k | 50.45 | |
| Progress Energy | 1.0 | $840k | 15k | 56.00 | |
| Sanofi-Aventis SA (SNY) | 0.9 | $731k | 20k | 36.55 | |
| Schweitzer-Mauduit International (MATV) | 0.8 | $665k | 10k | 66.50 | |
| Novartis (NVS) | 0.7 | $572k | 10k | 57.20 | |
| China Hydroelectric Corp | 0.2 | $182k | 159k | 1.14 | |
| Active Power | 0.2 | $150k | 227k | 0.66 |
