BLENHEIM CAPITAL MANAGEMENT, L.L.C. Information

300 CONNELL DRIVE, BERKELEY HEIGHTS, New Jersey, 07922, (732) 302-0238

Report Date: 03/31/2014

Position Statistics

Total Positions 33
New Positions 13
Increased Positions 18
Decreased Positions 11
Positions with Activity 29
Sold Out Positions 5
Total Mkt Value (in $ millions) 79

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 38.95%
Capital Goods 23.23%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 9%
Financial 19.31%
Healthcare
Services
Technology 0.36%
Transportation 8.83%
Utilities

33 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HUDBAY MINERALS INC COM 18,704 New 1,850,000
CHINA MING YANG WIND PWR GROUP SPONSORED ADR 18,277 New 6,153,907
TECK RESOURCES LTD CL B 11,710 New 480,132
ISHARES MSCI BRZ CAP ETF 9,910 -49 (0.49) 204,000
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 5,548 988 21.67 365,000
DIANA SHIPPING INC COM 3,315 3,009 983.33 325,000
IRELAND BK SPNSRD ADR NEW 2,236 -5,216 (70) 162,000
NAVIOS MARITIME PARTNERS L P UNIT LPI 1,922 1,922 New 100,000
DRYSHIPS INC SHS 1,159 1,038 862.50 385,000
ISHARES JP MOR EM MK ETF 577 577 New 5,000
GLOBAL X FDS FTSE GREECE 20 564 New 26,000
DEVON ENERGY CORP NEW COM 547 547 New 7,000
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 459 348 314.81 10,445
BANCO SANTANDER SA ADR 398 398 New 40,000
EAGLE BULK SHIPPING INC SHS NEW 386 177 85 222,000
SPDR SERIES TRUST S&P METALS MNG 332 -83 (20) 8,000
ISHARES MSCI MEX CAP ETF 310 310 New 4,500
APACHE CORP COM 298 298 New 3,000
CHESAPEAKE ENERGY CORP COM 290 290 New 10,000
TRINA SOLAR LIMITED SPON ADR 285 285 New 25,000


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