Tahithromos

Tahithromos as of March 31, 2012

Portfolio Holdings for Tahithromos

Tahithromos holds 35 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
EarthLink 8.8 $15M 1.9M 7.99
Madison Square Garden 7.4 $13M 377k 34.20
General Motors Company (GM) 7.1 $12M 482k 25.65
Delta Air Lines (DAL) 6.9 $12M 1.2M 9.92
Fuel Systems Solutions 6.9 $12M 458k 26.16
MasTec (MTZ) 6.8 $12M 651k 18.09
Seagate Technology Com Stk 6.6 $12M 427k 26.96
Materion Corporation (MTRN) 5.7 $10M 347k 28.73
Maxwell Technologies 5.3 $9.2M 502k 18.33
Hldgs (UAL) 5.0 $8.8M 409k 21.50
Barrick Gold Corp (GOLD) 4.7 $8.1M 187k 43.48
Goldcorp 4.6 $8.1M 180k 45.06
Houston American Energy Corporation 4.1 $7.1M 1.4M 5.22
iStar Financial 3.8 $6.6M 909k 7.25
US Airways 3.0 $5.3M 701k 7.59
American Axle & Manufact. Holdings (AXL) 2.7 $4.7M 398k 11.71
Louisiana-Pacific Corporation (LPX) 2.3 $4.1M 436k 9.35
Cognizant Technology Solutions (CTSH) 2.0 $3.5M 45k 76.96
Endeavour International C 1.9 $3.2M 274k 11.85
Alpha & Omega Semiconductor (AOSL) 1.1 $2.0M 204k 9.62
Jack in the Box (JACK) 0.8 $1.4M 60k 23.97
Evolution Petroleum Corporation (EPM) 0.6 $994k 107k 9.30
Sterlite Industries India 0.5 $854k 100k 8.54
iShares Russell 2000 Index (IWM) 0.5 $793k 945k 0.84
Exide Technologies 0.3 $449k 143k 3.13
VirnetX Holding Corporation 0.2 $392k 484k 0.81
Freeport-McMoRan Copper & Gold (FCX) 0.2 $358k 258k 1.39
iShares FTSE/Xinhua China 25 Index (FXI) 0.2 $314k 150k 2.10
Spdr S&p 500 Etf (SPY) 0.2 $299k 209k 1.43
Vale (VALE) 0.1 $122k 135k 0.90
Joy Global 0.0 $59k 12k 5.09
ArcelorMittal 0.0 $38k 22k 1.73
Rio Tinto (RIO) 0.0 $12k 16k 0.75
CONSOL Energy 0.0 $17k 28k 0.61
iShares MSCI Germany Index Fund (EWG) 0.0 $4.1k 59k 0.07