Savitr Capital as of March 31, 2012
Portfolio Holdings for Savitr Capital
Savitr Capital holds 47 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CF Industries Holdings (CF) | 6.6 | $5.4M | 30k | 182.64 | |
| Quanta Services (PWR) | 5.7 | $4.6M | 222k | 20.90 | |
| Agrium | 4.2 | $3.5M | 40k | 86.38 | |
| Ameres (AMRC) | 4.1 | $3.4M | 249k | 13.55 | |
| General Electric Company | 3.8 | $3.1M | 155k | 20.07 | |
| Covanta Holding Corporation | 3.6 | $3.0M | 182k | 16.23 | |
| Noble Energy | 3.6 | $2.9M | 30k | 97.77 | |
| Cisco Systems (CSCO) | 3.5 | $2.9M | 135k | 21.15 | |
| Mosaic (MOS) | 3.4 | $2.8M | 50k | 55.30 | |
| Devon Energy Corporation (DVN) | 3.0 | $2.5M | 35k | 71.12 | |
| Tenne | 3.0 | $2.4M | 65k | 37.15 | |
| Fluor Corporation (FLR) | 2.9 | $2.4M | 40k | 60.05 | |
| Maxwell Technologies | 2.9 | $2.3M | 128k | 18.33 | |
| Myr (MYRG) | 2.8 | $2.3M | 129k | 17.86 | |
| Elster Group SE | 2.7 | $2.2M | 141k | 15.81 | |
| Delphi Automotive | 2.7 | $2.2M | 70k | 31.60 | |
| AES Corporation (AES) | 2.6 | $2.2M | 165k | 13.07 | |
| TRW Automotive Holdings | 2.5 | $2.1M | 45k | 46.44 | |
| Dominion Resources (D) | 2.5 | $2.0M | 40k | 51.20 | |
| Solazyme | 2.5 | $2.0M | 137k | 14.63 | |
| Regency Energy Partners | 2.1 | $1.7M | 70k | 24.59 | |
| Monsanto Company | 1.9 | $1.6M | 20k | 79.75 | |
| Apache Corporation | 1.8 | $1.5M | 15k | 100.47 | |
| Energy Transfer Equity (ET) | 1.7 | $1.4M | 35k | 40.31 | |
| Wisconsin Energy Corporation | 1.7 | $1.4M | 40k | 35.18 | |
| Rose Rock Midstream | 1.7 | $1.4M | 59k | 23.85 | |
| Schweitzer-Mauduit International (MATV) | 1.7 | $1.4M | 20k | 69.05 | |
| BorgWarner (BWA) | 1.5 | $1.3M | 15k | 84.33 | |
| Titan Machinery (TITN) | 1.5 | $1.2M | 44k | 28.20 | |
| Ameren Corporation (AEE) | 1.5 | $1.2M | 37k | 32.58 | |
| Pinnacle West Capital Corporation (PNW) | 1.4 | $1.2M | 25k | 47.90 | |
| DTE Energy Company (DTE) | 1.3 | $1.1M | 20k | 55.05 | |
| Questar Corporation | 1.3 | $1.1M | 56k | 19.25 | |
| Xcel Energy (XEL) | 1.3 | $1.1M | 40k | 26.48 | |
| Johnson Controls | 1.2 | $1.0M | 31k | 32.47 | |
| Duke Energy Corporation | 1.1 | $945k | 45k | 21.00 | |
| Consolidated Edison (ED) | 1.1 | $900k | 15k | 58.44 | |
| Two Harbors Investment | 0.9 | $761k | 75k | 10.15 | |
| Ace Limited Cmn | 0.8 | $611k | 8.3k | 73.18 | |
| Rentech Nitrogen Partners L | 0.7 | $555k | 20k | 27.75 | |
| Crocs (CROX) | 0.6 | $523k | 25k | 20.92 | |
| Cys Investments | 0.6 | $524k | 40k | 13.10 | |
| American Capital Agency | 0.5 | $443k | 15k | 29.53 | |
| China Hydroelectric Corp | 0.4 | $322k | 159k | 2.02 | |
| Codexis (CDXS) | 0.3 | $237k | 65k | 3.66 | |
| Sprint Nextel Corporation | 0.2 | $200k | 70k | 2.86 | |
| Global Cash Access Holdings | 0.2 | $195k | 25k | 7.80 |
