Savitr Capital as of Dec. 31, 2012
Portfolio Holdings for Savitr Capital
Savitr Capital holds 46 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 7.6 | $5.7M | 35k | 162.03 | |
| Bunge | 4.5 | $3.4M | 46k | 72.69 | |
| Mastec | 4.3 | $3.2M | 130k | 24.93 | |
| EQT Corporation (EQT) | 4.0 | $2.9M | 50k | 58.98 | |
| Primoris Services (PRIM) | 3.9 | $2.9M | 192k | 15.04 | |
| Southwestern Energy Company | 3.8 | $2.8M | 85k | 33.41 | |
| Mosaic (MOS) | 3.8 | $2.8M | 50k | 56.64 | |
| Johnson Controls | 3.7 | $2.8M | 90k | 30.67 | |
| General Electric Company | 3.7 | $2.7M | 130k | 20.99 | |
| General Cable Corporation | 3.4 | $2.5M | 83k | 30.41 | |
| Cosan Ltd shs a | 3.2 | $2.4M | 140k | 17.31 | |
| ITC Holdings | 3.1 | $2.3M | 30k | 76.90 | |
| Universal Display Corporation (OLED) | 3.1 | $2.3M | 90k | 25.62 | |
| Covanta Holding Corporation | 3.0 | $2.2M | 120k | 18.42 | |
| Questar Corporation | 2.8 | $2.1M | 106k | 19.76 | |
| Valmont Industries (VMI) | 2.8 | $2.0M | 15k | 136.53 | |
| MEMC Electronic Materials | 2.6 | $2.0M | 615k | 3.21 | |
| Gt Solar Int'l | 2.6 | $2.0M | 645k | 3.03 | |
| Veolia Environnement (VEOEY) | 2.5 | $1.8M | 200k | 9.16 | |
| Siemens (SIEGY) | 2.2 | $1.6M | 20k | 82.20 | |
| Regency Energy Partners | 2.0 | $1.5M | 70k | 21.69 | |
| Gevo | 2.0 | $1.5M | 955k | 1.54 | |
| Arling.AssetInv A CS Usd0.01 | 1.9 | $1.4M | 69k | 20.76 | |
| Solazyme | 1.7 | $1.3M | 162k | 7.86 | |
| Targa Resources Paretners | 1.7 | $1.3M | 34k | 37.38 | |
| JinkoSolar Holding (JKS) | 1.6 | $1.2M | 195k | 6.21 | |
| American Capital Agency | 1.6 | $1.2M | 40k | 28.90 | |
| Canadian Solar (CSIQ) | 1.5 | $1.1M | 338k | 3.40 | |
| Trina Solar | 1.5 | $1.1M | 259k | 4.34 | |
| El Paso Pipeline Partners | 1.5 | $1.1M | 30k | 36.97 | |
| Summit Midstream Partners | 1.4 | $1.1M | 54k | 19.83 | |
| Vision-Sciences | 1.4 | $1.0M | 746k | 1.36 | |
| Apollo Residential Mortgage | 1.4 | $1.0M | 50k | 20.20 | |
| Atlas Pipeline Partners Lp unit l p int 0 | 1.3 | $947k | 30k | 31.57 | |
| Armour Residential Reit | 1.3 | $938k | 145k | 6.47 | |
| Access Midstream Partners, L.p | 1.0 | $738k | 22k | 33.55 | |
| Renewable Energy | 0.9 | $694k | 119k | 5.86 | |
| Rose Rock Midstream | 0.8 | $583k | 19k | 31.45 | |
| NuStar Energy | 0.7 | $531k | 13k | 42.48 | |
| Petrologistics | 0.6 | $441k | 33k | 13.53 | |
| Stone Energy Corporation | 0.6 | $410k | 20k | 20.50 | |
| Comstock Resources | 0.5 | $378k | 25k | 15.12 | |
| Nathan's Famous (NATH) | 0.2 | $163k | 4.8k | 33.68 | |
| Hugoton Royalty Trust (HGTXU) | 0.2 | $146k | 20k | 7.30 | |
| San Juan Basin Royalty Trust (SJT) | 0.1 | $67k | 5.0k | 13.40 | |
| Midway Gold Corp | 0.0 | $22k | 16k | 1.38 |
