Savitr Capital as of March 31, 2011
Portfolio Holdings for Savitr Capital
Savitr Capital holds 47 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trina Solar | 8.7 | $9.7M | 323k | 30.12 | |
| JinkoSolar Holding (JKS) | 8.1 | $9.1M | 335k | 27.00 | |
| Petrohawk Energy Corporation | 5.2 | $5.8M | 238k | 24.54 | |
| LDK Solar | 4.2 | $4.7M | 385k | 12.24 | |
| SunPower Corporation | 4.2 | $4.6M | 270k | 17.14 | |
| GT Solar International | 3.9 | $4.3M | 403k | 10.67 | |
| Patterson-UTI Energy (PTEN) | 3.8 | $4.3M | 145k | 29.39 | |
| Yingli Green Energy Hold | 3.8 | $4.2M | 324k | 12.90 | |
| Newfield Exploration | 3.4 | $3.8M | 50k | 76.02 | |
| JA Solar Holdings | 3.3 | $3.7M | 528k | 7.01 | |
| Codexis (CDXS) | 3.0 | $3.3M | 281k | 11.82 | |
| Veeco Instruments (VECO) | 2.9 | $3.3M | 65k | 50.85 | |
| Telvent Git Alcobendas Com Stk | 2.6 | $2.9M | 99k | 29.11 | |
| Lindsay Corporation (LNN) | 2.5 | $2.7M | 35k | 79.01 | |
| MasTec (MTZ) | 2.4 | $2.6M | 126k | 20.80 | |
| Covanta Holding Corporation | 2.3 | $2.6M | 150k | 17.08 | |
| Amtech Systems (ASYS) | 2.3 | $2.6M | 101k | 25.24 | |
| Archer Daniels Midland Company (ADM) | 2.3 | $2.5M | 70k | 36.01 | |
| General Cable Corporation | 2.1 | $2.4M | 55k | 43.31 | |
| Agrium | 2.1 | $2.3M | 25k | 92.28 | |
| SandRidge Energy | 2.0 | $2.2M | 173k | 12.80 | |
| Ultra Petroleum | 1.7 | $1.9M | 39k | 49.25 | |
| Cypress Sharpridge Investments | 1.7 | $1.9M | 150k | 12.68 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.7 | $1.9M | 35k | 52.97 | |
| Exide Technologies | 1.6 | $1.8M | 165k | 11.17 | |
| Bunge | 1.6 | $1.8M | 25k | 72.32 | |
| Complete Production Services | 1.6 | $1.8M | 55k | 31.82 | |
| Brigham Exploration Company | 1.3 | $1.5M | 40k | 37.18 | |
| Active Power | 1.2 | $1.4M | 473k | 2.93 | |
| Siemens (SIEGY) | 1.2 | $1.4M | 10k | 137.30 | |
| Maxwell Technologies | 1.1 | $1.2M | 70k | 17.27 | |
| China Hydroelectric Corp | 1.0 | $1.2M | 159k | 7.26 | |
| Golar Lng (GLNG) | 0.9 | $1.0M | 39k | 25.57 | |
| ESCO Technologies (ESE) | 0.9 | $992k | 26k | 38.14 | |
| SemiLEDs Corporation | 0.9 | $996k | 64k | 15.61 | |
| Warner Chilcott Plc - | 0.8 | $861k | 37k | 23.27 | |
| Verizon Communications (VZ) | 0.7 | $771k | 20k | 38.55 | |
| El Paso Pipeline Partners | 0.7 | $725k | 20k | 36.25 | |
| Schweitzer-Mauduit International (MATV) | 0.6 | $714k | 14k | 50.64 | |
| Annaly Capital Management | 0.6 | $698k | 40k | 17.45 | |
| Regency Energy Partners | 0.6 | $683k | 25k | 27.32 | |
| Chesapeake Energy Corporation | 0.6 | $670k | 20k | 33.50 | |
| Kodiak Oil & Gas | 0.6 | $670k | 100k | 6.70 | |
| Abraxas Petroleum | 0.5 | $584k | 100k | 5.84 | |
| Merit Medical Systems (MMSI) | 0.3 | $392k | 20k | 19.60 | |
| SatCon Technology Corporation | 0.2 | $270k | 70k | 3.86 | |
| Ecotality | 0.1 | $152k | 47k | 3.24 |
