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STOCK TICKER:

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

CORBY ASSET MANAGEMENT, LLC INSTITUTION : CORBY ASSET MANAGEMENT, LLC
CORBY ASSET MANAGEMENT, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2012-11-15) --- full portfolio
Company (links to holding history) Ticker Value On
2012-09-30
No of Shares % of portfolio
BAYTEX ENERGY CORPCOM    (SHS) BTE 1,426,000 30,062 9.81%
RAYONIER INC    (COM) RYN 1,410,000 28,768 9.70%
EXXON MOBIL CORP    (COM) XOM 1,285,000 14,056 8.84%
FIRST TR ABERDEEN GLBL OPP F    (COM SHS) FAM 820,000 43,990 5.64%
SPDR GOLD TRUST    (GOLD SHS) GLD 778,000 4,527 5.35%
PHILIP MORRIS INTL INC    (COM) PM 678,000 7,536 4.66%
GOLDCORP INC NEW COM 640,000 13,950 4.40%
NEWMONT MINING CORP    (COM) NEM 589,000 10,515 4.05%
APPLE INC    (COM) AAPL 584,000 875 4.01%
COCA COLA CO    (COM) KO 561,000 14,790 3.86%
GENERAL ELECTRIC CO    (COM) GE 540,000 23,759 3.71%
AMERICAN CAPITAL AGENCY CORPORATION    (COM) AGNC 495,000 14,311 3.40%
APACHE CORP D/S D    (SHS) APA/PD 488,000 9,999 3.35%
SPROTT PHYSICAL GOLD TRUST    (SHS) PHYS 476,000 31,290 3.27%
MFA FINANCIAL INC    (COM) MFA 466,000 54,770 3.20%
PPL CORPORATION    (COM) PPL 457,000 15,726 3.14%
ANNALY CAP MGMT INC    (COM) NLY 455,000 27,041 3.13%
REDWOOD TR INC    (COM) RWT 391,000 27,067 2.69%
HATTERAS FINANCIAL CORPORATION    (COM) HTS 389,000 13,802 2.67%
WISDOMTREE TRUST    (JP SMALLCP DIV) DFJ 367,000 8,672 2.52%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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