Northern Cross, LLC — Q3 2013 13F Holdings

Name: Northern Cross, LLC — 13F Holdings, Q3 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001461201

Total reported value

$279.3M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Freeport-McMoRan Inc.	Stock-Other	31.17%	—	+25.54%
2	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	23.70%	+4.65%	NEW
3	ITUB	Itau Unibanco H-spon Prf Adr	Stock-Financials	16.64%	—	+0.57%
4	✓	Potash CORP Of Saskatchewan	Stock-Other	10.39%	—	-0.12%
5	ABX	Barrick Gold CORP	Stock-Financials	7.86%	—	-0.06%
6	RDS-A	Shell Plc-spon Adr-a	Stock-Other	6.27%	—	-0.56%
7	✓	Anglo American PLC	Stock-Other	3.93%	—	-1.08%
8	BBD	Banco Bradesco-adr	Stock-Other	0.03%	—	-17.61%

Position changes disclosed by Northern Cross, LLC for the quarter ending Q3 2013, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Freeport-McMoRan Inc.	+8.2%	+25.54%	Add
2	ABX	Barrick Gold CORP	+0.5%	-0.06%	Trim
3	✓	Anglo American PLC	+0.5%	-1.08%	Trim
4	BBD	Banco Bradesco-adr	0%	-17.61%	Trim
5	ITUB	Itau Unibanco H-spon Prf Adr	-0.2%	+0.57%	Add
6	RDS-A	Shell Plc-spon Adr-a	-0.5%	-0.56%	Trim
7	✓	Potash CORP Of Saskatchewan	-3.7%	-0.12%	Trim
8	TSM	Taiwan Semiconductor-sp Adr	-4.8%	-0.22%	Trim
9	PBR	Petroleo Brasileiro-spon Adr	—	EXIT	Sold out