Savitr Capital as of Sept. 30, 2012
Portfolio Holdings for Savitr Capital
Savitr Capital holds 40 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 9.0 | $7.7M | 45k | 171.89 | |
| CMS Energy Corporation (CMS) | 4.2 | $3.7M | 155k | 23.55 | |
| Encana Corp | 4.0 | $3.5M | 159k | 21.92 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.8 | $3.3M | 72k | 44.90 | |
| PG&E Corporation (PCG) | 3.7 | $3.2M | 75k | 42.67 | |
| General Electric Company | 3.7 | $3.2M | 140k | 22.71 | |
| Nextera Energy (NEE) | 3.7 | $3.2M | 45k | 70.33 | |
| Southwestern Energy Company | 3.6 | $3.1M | 90k | 34.78 | |
| Xcel Energy (XEL) | 3.5 | $3.0M | 110k | 27.71 | |
| Wisconsin Energy Corporation | 3.5 | $3.0M | 80k | 37.68 | |
| EQT Corporation (EQT) | 3.4 | $3.0M | 50k | 59.00 | |
| NiSource (NI) | 3.4 | $2.9M | 115k | 25.48 | |
| FirstEnergy (FE) | 3.3 | $2.9M | 65k | 44.11 | |
| EOG Resources (EOG) | 3.2 | $2.8M | 25k | 112.04 | |
| Ameren Corporation (AEE) | 3.1 | $2.7M | 82k | 32.67 | |
| Dominion Resources (D) | 3.1 | $2.6M | 50k | 52.94 | |
| General Cable Corporation | 2.8 | $2.4M | 83k | 29.39 | |
| Mosaic (MOS) | 2.7 | $2.3M | 40k | 57.60 | |
| Duke Energy Corporation | 2.5 | $2.2M | 33k | 64.80 | |
| Questar Corporation | 2.5 | $2.2M | 106k | 20.33 | |
| Valmont Industries (VMI) | 2.3 | $2.0M | 15k | 131.53 | |
| Gt Solar Int'l | 2.2 | $1.9M | 355k | 5.45 | |
| Rose Rock Midstream | 2.2 | $1.9M | 59k | 32.09 | |
| Access Midstream Partners, L.p | 2.1 | $1.8M | 55k | 33.12 | |
| Schweitzer-Mauduit International (MATV) | 2.1 | $1.8M | 55k | 32.98 | |
| Covanta Holding Corporation | 2.0 | $1.7M | 100k | 17.16 | |
| ITC Holdings | 1.8 | $1.5M | 20k | 75.60 | |
| Range Resources (RRC) | 1.6 | $1.4M | 20k | 69.85 | |
| Hawaiian Electric Industries (HE) | 1.5 | $1.3M | 50k | 26.32 | |
| Consolidated Edison (ED) | 1.4 | $1.2M | 20k | 59.90 | |
| Apollo Residential Mortgage | 1.3 | $1.1M | 50k | 22.04 | |
| iShares Silver Trust (SLV) | 1.2 | $1.0M | 30k | 33.47 | |
| Vision-Sciences | 1.1 | $985k | 746k | 1.32 | |
| American Capital Mortgage In | 1.0 | $831k | 33k | 25.12 | |
| Regency Energy Partners | 0.8 | $715k | 31k | 23.33 | |
| Arlington Asset Investment | 0.8 | $716k | 30k | 23.87 | |
| Nabors Industries | 0.8 | $702k | 50k | 14.04 | |
| San Juan Basin Royalty Trust (SJT) | 0.4 | $336k | 24k | 14.18 | |
| Ameres (AMRC) | 0.2 | $203k | 17k | 11.82 | |
| Hugoton Royalty Trust (HGTXU) | 0.1 | $132k | 20k | 6.60 |
