Blenheim Capital Management as of March 31, 2012
Portfolio Holdings for Blenheim Capital Management
Blenheim Capital Management holds 12 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 |
|---|---|---|---|---|---|
| Teck Resources Ltd cl b (TECK) | 24.5 | $35M | 967k | 35.66 | |
| Century Aluminum Company (CENX) | 19.6 | $28M | 3.1M | 8.88 | |
| HudBay Minerals (HBM) | 14.4 | $20M | 1.9M | 10.97 | |
| China Ming Yang Wind Power | 10.3 | $15M | 6.2M | 2.36 | |
| iShares MSCI Brazil Index (EWZ) | 9.2 | $13M | 200k | 64.66 | |
| Potash Corp. Of Saskatchewan I | 6.5 | $9.1M | 200k | 45.69 | |
| Thompson Creek Metals | 5.3 | $7.4M | 1.1M | 6.76 | |
| Cobalt Intl Energy | 3.2 | $4.5M | 150k | 30.03 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.7 | $3.8M | 100k | 38.04 | |
| Credit Suisse Nassau Brh vix sht trm ft | 2.0 | $2.9M | 400k | 7.23 | |
| Anooraq Resources Corp | 1.2 | $1.7M | 4.0M | 0.42 | |
| Alpha Natural Resources | 1.1 | $1.5M | 100k | 15.21 |
