GLICKENHAUS & CO Information

546 FIFTH AVENUE, NEW YORK, New York, 10036-5000, (212) 953-7800

Report Date: 12/31/2012

Position Statistics:

Total Positions 142
New Positions 0
Increased Positions 0
Decreased Positions 139
Positions with Activity 139
Sold Out Positions 58
Total Mkt Value
(in $ millions)
208

Sector Weighting

Basic Materials 11.27%
Capital Goods 0.55%
Conglomerates
Consumer Cyclical 0.75%
Consumer/Non-Cyclical
Energy 29.17%
Financial 11%
Healthcare 4.77%
Services 6.31%
Technology 2.59%
Transportation 18.19%
Utilities 15.39%

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

142 Positions as of 12/31/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ENTERPRISE PRODS PARTNERS L P COM 25,728 -47,841 (65.03) 423,863
NAVIOS MARITIME HOLDINGS INC COM 18,770 -16,309 (46.49) 3,450,301
NAVIOS MARITIME PARTNERS L P UNIT LPI 13,048 -14,525 (52.68) 907,368
NUSTAR ENERGY LP UNIT COM 11,038 -264 (2.34) 244,853
SIRIUS MINERALS PLC SHS 8,712 -4,187 (32.46) 23,868,543
PIONEER SOUTHWST ENRG PRTNR LP UNIT LP INT 7,598 -5,434 (41.7) 209,019
FORTESCUE METAL GROUP LTD SHS 7,206 -4,356 (37.67) 2,302,300
SENIOR HSG PPTYS TR SH BEN INT 6,717 -11,361 (62.85) 255,583
PFIZER INC COM 6,530 -25,732 (79.76) 222,117
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 6,360 -23,213 (78.5) 112,043
TRAVELERS COMPANIES INC COM 5,203 -20,358 (79.64) 61,879
PIONEER NAT RES CO COM 4,636 -23,507 (83.53) 29,977
PACKAGING CORP AMER COM 3,820 -15,271 (79.99) 77,144
WAL-MART STORES INC COM 3,641 -14,704 (80.15) 48,080
INERGY L P UNIT LTD PTNR 3,607 -1,571 (30.35) 150,087
CABOT OIL & GAS CORP COM 3,423 -14,446 (80.85) 47,423
AXIS CAPITAL HOLDINGS LTD SHS 2,926 -5,324 (64.54) 63,005
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 2,695 -18,798 (87.46) 54,145
NUSTAR GP HOLDINGS LLC UNIT RESTG LLC 2,675 -7,250 (73.05) 104,450
DEVON ENERGY CORP NEW COM 2,663 -12,824 (82.8) 48,160

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