Seamans Capital Management

Seamans Capital Management as of March 31, 2012

Portfolio Holdings for Seamans Capital Management

Seamans Capital Management holds 38 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
Central Fund Of Canada Class A cl a 38.0 $80M 3.7M 21.72
Sprott Physical Gold Trust (PHYS) 13.4 $28M 2.0M 14.23
Silver Wheaton Corp 7.4 $16M 478k 32.61
Franco-Nevada Corporation (FNV) 4.7 $9.8M 237k 41.41
Penn West Energy Trust 4.7 $9.8M 475k 20.73
Barclays Bk Plc ipth s^p vix 4.2 $9.0M 465k 19.32
ProShares UltraShort Euro (EUO) 4.2 $9.0M 464k 19.30
United States Oil Fund 4.1 $8.8M 217k 40.43
Newmont Mining Corporation (NEM) 3.1 $6.5M 121k 53.68
ProShares UltraShort 20+ Year Trea 2.2 $4.7M 224k 21.16
Peabody Energy Corporation 1.7 $3.6M 115k 31.64
Marathon Oil Corporation (MRO) 1.6 $3.3M 97k 33.82
Randgold Resources 1.4 $3.1M 30k 102.37
Banro Corp 1.3 $2.7M 569k 4.80
PowerShares DB Agriculture Fund 1.1 $2.4M 85k 28.46
Extorre Gold Mines 0.8 $1.8M 274k 6.45
Shares Tr Ii Ult Dj Ubs Crude 0.7 $1.4M 30k 45.64
Southern Company (SO) 0.6 $1.3M 29k 44.03
DTE Energy Company (DTE) 0.6 $1.3M 23k 54.57
Utilities SPDR (XLU) 0.6 $1.2M 36k 34.59
Xcel Energy (XEL) 0.6 $1.2M 46k 26.31
TECO Energy 0.5 $1.2M 66k 17.56
Barclays Bank Plc etf (COWTF) 0.5 $1.1M 37k 29.14
Novagold Resources Inc Cad (NG) 0.4 $812k 117k 6.96
International Tower Hill Mines (THM) 0.3 $696k 150k 4.64
CurrencyShares Canadian Dollar Trust 0.2 $500k 5.0k 100.20
Odyssey Marine Exploration 0.2 $416k 134k 3.11
Baytex Energy Corp (BTE) 0.2 $418k 7.8k 53.59
Sprott Physical Silver Tr tr unit (PSLV) 0.1 $196k 15k 13.52
Goldcorp Inc C ommon stock 3 0.1 $190k 4.3k 44.19
Gold Fields (GFI) 0.1 $176k 13k 14.08
Gold Resource Corporation (GORO) 0.1 $131k 5.5k 23.82
Barrick Gold Corp (GOLD) 0.1 $116k 2.7k 43.77
AngloGold Ashanti 0.1 $114k 3.0k 38.00
Barclays Bank Plc etn djubs grns37 (JJGTF) 0.1 $110k 2.4k 46.32
Yamana Gold 0.0 $78k 5.0k 15.60
Powershs Db Us Dollar Index option 0.0 $95k 3.8k 25.00
Silvercorp Metals (SVM) 0.0 $59k 8.6k 6.86