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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

REPS FRANCIS M INSTITUTION : REPS FRANCIS M
REPS FRANCIS M Latest Top 20 Portfolio Holdings: (Filing Date: 2012-04-25) --- full portfolio
Company (links to holding history) Ticker Value On
2012-03-31
No of Shares % of portfolio
ENERPLUS CORPCOM    (SHS) ERF 17,245,000 769,200 48.79%
NEWMONT MINING CORP    (COM) NEM 8,434,000 164,515 23.86%
PENGROWTH ENERGY COM 4,333,000 461,000 12.25%
TANZANIAN ROYALTY EXPLORATION CORPORATION    (COM) TRX 2,212,000 430,500 6.25%
PERMIAN BASIN RTY TR    (UNIT BEN INT) PBT 1,372,000 60,000 3.88%
EXXON MOBIL CORP    (COM) XOM 875,000 10,098 2.47%
SAN JUAN BASIN RTY TR    (UNIT BEN INT) SJT 872,000 45,000 2.46%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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