Q3 2014 Holdings
Filed 2014-11-13 | 7 holdings | $233.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Potash Corp Sask Inc | COM | 73755L107 | $73.8K | 2,136,676 | 31.7% |
| Mosaic Co New(MOS) | COM | 61945C103 | $66.4K | 1,495,563 | 28.5% |
| Colfax Corp | COM | 194014106 | $49.6K | 870,095 | 21.3% |
| Intrepid Potash Inc | COM | 46121Y102 | $30.9K | 2,000,000 | 13.3% |
| Methanex Corp(MEOH) | COM | 59151K108 | $10.4K | 155,509 | 4.5% |
| Cascade Microtech Inc | COM | 147322101 | $1.7K | 167,287 | 0.7% |
| MetLife Inc(MET) | COM | 59156R108 | $203 | 3,788 | 0.1% |