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

RNK Capital LLC INSTITUTION : RNK Capital LLC
RNK Capital LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2009-08-13) --- full portfolio
Company (links to holding history) Ticker Value On
2009-06-30
No of Shares % of portfolio
SPDR S&P 500    (UNIT SER 1)  (PUT) SPY 41,378,000 450,000 59.52%
SOUTHWEST WTR CO    (COM) SWWC 4,088,000 742,000 5.88%
ITT CORP NEW    (COM) ITT 3,582,000 80,500 5.15%
AMERON INTL INC    (COM)  (PUT) AMN 2,808,000 41,900 4.03%
AMERICAN STS WTR CO    (COM) AWR 2,806,000 81,000 4.03%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 2,580,000 135,000 3.71%
CALIFORNIA WTR SVC GROUP    (COM) CWT 2,303,000 62,500 3.31%
AECOM TECHNOLOGY CORPORATION    (COM) ACM 1,920,000 60,000 2.76%
FLOWSERVE CORP    (COM) FLS 1,745,000 25,000 2.51%
SJW CORP    (COM) SJW 1,476,000 65,000 2.12%
GREAT LAKES DREDGE & DOCK CO    (COM) GLDD 1,458,000 305,000 2.09%
LINDSAY CORP    (COM)  (CALL) LNN 1,324,000 40,000 1.90%
DANAHER CORP DEL    (COM) DHR 617,000 10,000 0.88%
CIRCOR INTERNATIONAL INC    (COM) CIR 472,000 20,000 0.67%
PENTAIR INC    (COM)  (PUT) PNR 384,000 15,000 0.55%
LAYNE CHRISTENSEN CO    (COM) LAYN 358,000 17,500 0.51%
FLUOR CORP NEW    (COM) FLR 215,000 4,200 0.30%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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