Blenheim Capital Management as of Sept. 30, 2012
Portfolio Holdings for Blenheim Capital Management
Blenheim Capital Management holds 13 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources Ltd cl b (TECK) | 16.8 | $23M | 780k | 29.45 | |
| Century Aluminum Company (CENX) | 16.2 | $22M | 3.1M | 7.16 | |
| SPDR S&P Metals and Mining (XME) | 15.9 | $22M | 500k | 43.52 | |
| HudBay Minerals (HBM) | 13.3 | $18M | 1.9M | 9.84 | |
| Freeport-McMoRan Copper & Gold (FCX) | 8.7 | $12M | 300k | 39.58 | |
| iShares MSCI Brazil Index (EWZ) | 7.9 | $11M | 200k | 54.06 | |
| SPDR S&P Homebuilders (XHB) | 7.2 | $9.9M | 400k | 24.83 | |
| China Ming Yang Wind Power | 5.0 | $6.9M | 6.2M | 1.12 | |
| Vale (VALE) | 3.3 | $4.5M | 250k | 17.90 | |
| Cobalt Intl Energy | 2.4 | $3.3M | 150k | 22.27 | |
| Thompson Creek Metals | 2.3 | $3.1M | 1.1M | 2.85 | |
| Concho Resources | 1.0 | $1.4M | 15k | 94.73 | |
| Atlatsa Res | 0.1 | $115k | 500k | 0.23 |
