Blenheim Capital Management, L.L.C.

data from 30/09/2014

Capitalization

$ 80.215 M 2.22 %

Average holding period

3 ans

Performance

$ -654.000 M 37 031.99 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Blenheim Capital Management, L.L.C.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 CHINA MING YANG WIND POW-ADS 23.32% 18.708 M $ 6153907 2013/06/30 -2.400 M $ -11.37 %
2014/09/30 HBM HUDBAY MINERALS INC 19.70% 15.801 M $ 1850000 2013/06/30 -1.350 M $ -7.89 %
2014/09/30 TECK TECK RESOURCES LTD-CL B 11.77% 9.445 M $ 500000 2013/06/30 -1.892 M $ -17.26 %
2014/09/30 BANK OF IRELAND-SPONS ADR 10.06% 8.073 M $ 510000 2013/09/30 592.509 K $ 13.89 %
2014/09/30 SWC STILLWATER MINING CO 4.68% 3.758 M $ 250000 2013/06/30 -914.760 K $ -14.36 %
2014/09/30 XME SPDR S&P METALS & MINING ETF 4.59% 3.679 M $ 100000 2013/12/31 -584.220 K $ -12.92 %
2014/09/30 DSX DIANA SHIPPING INC 4.57% 3.665 M $ 410000 2013/12/31 -731.250 K $ -17.91 %
2014/09/30 ING ING GROEP NV-CVA 3.69% 2.957 M $ 207000 2014/09/30 0.000 $ 0.00 %
2014/09/30 NMM NAVIOS MARITIME PARTNERS LP 2.22% 1.783 M $ 100000 2014/03/31 -160.866 K $ -8.28 %
2014/09/30 SAN BANCO SANTANDER SA-SPON ADR 2.07% 1.663 M $ 175000 2014/03/31 -25.567 K $ -8.91 %
2014/09/30 UBS AG-REG 1.84% 1.476 M $ 85000 2014/09/30 0.000 $ 0.00 %
2014/09/30 BHP BHP BILLITON LTD-SPON ADR 1.69% 1.354 M $ 23000 2014/06/30 -26.904 K $ -13.12 %
2014/09/30 DRYSHIPS INC 1.63% 1.309 M $ 530000 2013/12/31 -281.250 K $ -23.28 %
2014/09/30 CCJ CAMECO CORP 1.26% 1.007 M $ 57000 2014/06/30 -81.899 K $ -9.94 %
2014/09/30 PBR PETROLEO BRASILEIRO S.A.-ADR 1.15% 922.000 K $ 65000 2013/09/30 -28.600 K $ -3.01 %
2014/09/30 DIANA CONTAINERSHIPS INC 0.76% 608.000 K $ 270000 2014/03/31 -62.999 K $ -11.07 %
2014/09/30 GLOBAL X FTSE GREECE 20 ETF 0.60% 483.000 K $ 26000 2013/06/30 -101.920 K $ -17.42 %
2014/09/30 JPM JPMORGAN CHASE & CO 0.60% 482.000 K $ 8000 2014/06/30 10.480 K $ 4.56 %
2014/09/30 VWO VANGUARD FTSE EMERGING MARKE 0.49% 394.000 K $ 9444 2013/09/30 -17.882 K $ -3.29 %
2014/09/30 MTB M & T BANK CORP 0.46% 370.000 K $ 3000 2014/09/30 0.000 $ 0.00 %
2014/09/30 RF REGIONS FINANCIAL CORP 0.44% 351.000 K $ 35000 2014/09/30 0.000 $ 0.00 %
2014/09/30 BB&T CORP 0.42% 335.000 K $ 9000 2014/09/30 0.000 $ 0.00 %
2014/09/30 C CITIGROUP INC 0.39% 311.000 K $ 6000 2014/06/30 18.879 K $ 10.04 %
2014/09/30 EWZ ISHARES MSCI BRAZIL CAPPED E 0.33% 261.000 K $ 6000 2013/09/30 -17.319 K $ -9.07 %
2014/09/30 TRINA SOLAR LTD-SPON ADR 0.32% 253.000 K $ 21000 2014/03/31 -15.959 K $ -5.93 %
2014/09/30 SB SAFE BULKERS INC 0.25% 200.000 K $ 30000 2014/09/30 0.000 $ 0.00 %
2014/09/30 BAC BANK OF AMERICA CORP 0.21% 171.000 K $ 10000 2014/09/30 0.000 $ 0.00 %
2014/09/30 APA APACHE CORP 0.21% 169.000 K $ 1800 2014/03/31 -12.150 K $ -6.71 %
2014/09/30 FCX FREEPORT-MCMORAN INC 0.16% 131.000 K $ 4000 2014/06/30 -15.400 K $ -10.55 %
2014/09/30 SPDR S&P 500 ETF TR 0.06% 48.000 K $ 1150 2014/09/30 0.000 $ 0.00 %
2014/09/30 GOODRICH PETE CORP 0.04% 35.000 K $ 200 2014/09/30 0.000 $ 0.00 %
2014/09/30 SPDR S&P 500 ETF TR 0.02% 13.000 K $ 2000 2014/06/30 -16.200 K $ -67.50 %
2014/09/30 DHT DHT HOLDINGS INC 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 VALE VALE SA-SP ADR 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2014/09/30 EMB ISHARES JP MORGAN USD EMERGI 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2014/09/30 EWW ISHARES MSCI MEXICO CAPPED 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/09/30 EAGLE BULK SHIPPING INC 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %