The Cypress Funds

The Cypress Funds as of March 31, 2012

Portfolio Holdings for The Cypress Funds

The Cypress Funds holds 17 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
Caterpillar (CAT) 12.1 $37M 347k 106.52
Ford Motor Company (F) 10.7 $33M 2.6M 12.48
BorgWarner (BWA) 8.6 $27M 314k 84.34
Intel Corporation (INTC) 8.5 $26M 925k 28.11
Freeport-McMoRan Copper & Gold (FCX) 8.2 $25M 664k 38.04
Cummins (CMI) 7.7 $24M 197k 120.04
Starwood Hotels & Resorts Worldwide 5.9 $18M 320k 56.41
Tiffany & Co. 5.8 $18M 259k 69.13
Precision Castparts 5.5 $17M 98k 172.90
Boeing Company (BA) 5.4 $17M 223k 74.37
Deere & Company (DE) 5.3 $16M 201k 80.90
Occidental Petroleum Corporation (OXY) 4.9 $15M 159k 95.23
Lennar Corporation (LEN) 3.3 $10M 370k 27.18
McMoRan Exploration 3.2 $9.8M 920k 10.70
D.R. Horton (DHI) 3.1 $9.5M 625k 15.17
Dex (DXCM) 1.4 $4.2M 400k 10.43
Ford Mtr Co Del *w exp 01/01/201 0.3 $827k 238k 3.48