Blenheim Capital Management as of Dec. 31, 2010
Portfolio Holdings for Blenheim Capital Management
Blenheim Capital Management holds 26 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 24.2 | $100M | 830k | 120.09 | |
| Century Aluminum Company (CENX) | 12.3 | $51M | 3.3M | 15.53 | |
| Teck Resources Ltd cl b (TECK) | 11.3 | $46M | 750k | 61.83 | |
| Cliffs Natural Resources | 5.7 | $23M | 300k | 78.01 | |
| Exxon Mobil Corporation (XOM) | 5.3 | $22M | 300k | 73.12 | |
| Plains Exploration & Production Company | 5.1 | $21M | 650k | 32.14 | |
| WisdomTree India Earnings Fund (EPI) | 4.5 | $19M | 700k | 26.39 | |
| Chevron Corporation (CVX) | 4.4 | $18M | 200k | 91.25 | |
| Anadarko Petroleum Corporation | 3.7 | $15M | 200k | 76.16 | |
| Thompson Creek Metals | 3.6 | $15M | 1.0M | 14.72 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $14M | 325k | 42.42 | |
| CONSOL Energy | 3.0 | $12M | 250k | 48.74 | |
| Allegheny Technologies Incorporated (ATI) | 2.0 | $8.3M | 150k | 55.18 | |
| Bk Of America Corp | 1.9 | $8.0M | 600k | 13.34 | |
| Foster Wheeler Ltd Com Stk | 1.7 | $6.9M | 200k | 34.52 | |
| Cosan Ltd shs a | 1.7 | $6.8M | 500k | 13.62 | |
| Anooraq Resources Corp | 1.4 | $5.7M | 3.5M | 1.63 | |
| Tenaris (TS) | 1.2 | $4.9M | 100k | 48.98 | |
| Stillwater Mining Company | 1.0 | $4.3M | 200k | 21.35 | |
| Citi | 0.8 | $3.4M | 725k | 4.73 | |
| Goodyear Tire & Rubber Company (GT) | 0.6 | $2.4M | 200k | 11.85 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.4 | $1.6M | 36k | 43.08 | |
| Financial Select Sector SPDR (XLF) | 0.3 | $1.1M | 70k | 15.96 | |
| Spdr Kbw Bank Etf etf | 0.2 | $1.0M | 40k | 25.90 | |
| Scorpio Tankers | 0.2 | $831k | 82k | 10.11 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $387k | 3.9k | 99.23 |
