Stuyvesant Capital Management — Q1 2014 13F Holdings

Name: Stuyvesant Capital Management — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001086131

Total reported value

$41.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Nabors Industries	Stock-Other	7.00%	—	+1.67%
2	FCX	Freeport-mcmoran INC	Stock-Materials	7.00%	-0.91%	-2.58%
3	USX1	United States Steel CORP	Stock-Other	6.37%	—	-15.73%
4	✓	VSE Corporation	Stock-Other	6.28%	—	-3.53%
5	CHKEUR	Chesapeake Energy CORP	Stock-Other	6.26%	-2.67%	-2.23%
6	MSFT	Microsoft CORP	Stock-Tech	6.05%	—	-18.73%
7	✓	Market Vectors ETF Tr	ETF-Other	5.83%	—	-10.77%
8	INTC	Intel CORP	Stock-Tech	5.76%	—	-1.84%
9	✓	Select Sector Spdr Tr	Stock-Other	5.16%	—	-4.68%
10	AIG	American International Group	Stock-Financials	4.89%	-1.30%	-6.37%
11	ABX	Barrick Gold CORP	Stock-Financials	4.38%	—	-3.55%
12	DVN	Devon Energy CORP	Stock-Energy	4.23%	-1.88%	-2.02%
13	✓	UnitedHealth Group Incorporated	Stock-Other	3.77%	—	—
14	MDT	Medtronic plc	Stock-Healthcare	3.66%	—	-3.18%
15	DOW	Dow Chem Co	Stock-Materials	3.19%	—	-52.43%
16	✓	Vaneck Vectors Gold Miners ETF	ETF-Commodities	3.15%	—	-6.81%
17	✓	Kimco Realty CORP Com	Stock-Other	2.86%	—	-3.24%
18	✓	Market Vectors Oil Service ETF	ETF-Other	2.46%	—	—
19	9990302D	Apache CORP	Stock-Other	2.26%	-2.10%	-19.95%
20	CSCO	Cisco Systems INC	Stock-Tech	2.09%	—	+4.16%
21	SU	Suncor Energy INC	Stock-Energy	2.05%	-0.86%	+195.85%
22	FXI	Ishares China Large-cap ETF	ETF-Emerging Markets	1.23%	+0.27%	+2.22%
23	✓	TransCanada Corp	Stock-Other	1.02%	+0.07%	-4.00%
24	EWT	iShares MSCI Taiwan ETF	ETF-Other	0.84%	—	+0.96%
25	✓	China Automotive Sys INC	Stock-Other	0.59%	-0.04%	+4.69%
26	✓	Kinder Morgan, Inc.	Stock-Other	0.56%	—	—
27	✓	Market Vectors Vietnam	Stock-Other	0.47%	—	—
28	TDF	Templeton Dragon Fund INC	Stock-Other	0.40%	—	—
29	✓	Vimicro Intl CORP	Stock-Other	0.13%	—	—
30	✓	Wts Kinder Morgan INC Del Wt E	Stock-Other	0.06%	—	—

Holding changes this quarter

Position changes disclosed by Stuyvesant Capital Management for the quarter ending Q1 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Nabors Industries	+2.3%	+1.67%	Add
2	SU	Suncor Energy INC	+1.4%	+195.85%	Add
3	✓	UnitedHealth Group Incorporated	+0.4%	—	Unchanged
4	DVN	Devon Energy CORP	+0.3%	-2.02%	Trim
5	✓	Kimco Realty CORP Com	+0.2%	-3.24%	Trim
6	✓	VSE Corporation	+0.2%	-3.53%	Trim
7	MDT	Medtronic plc	+0.2%	-3.18%	Trim
8	✓	Vaneck Vectors Gold Miners ETF	+0.2%	-6.81%	Trim
9	CSCO	Cisco Systems INC	+0.1%	+4.16%	Add
10	✓	Vimicro Intl CORP	+0.1%	—	Unchanged
11	✓	China Automotive Sys INC	0%	+4.69%	Add
12	EWT	iShares MSCI Taiwan ETF	0%	+0.96%	Add
13	TDF	Templeton Dragon Fund INC	0%	—	Unchanged
14	✓	TransCanada Corp	0%	-4.00%	Trim
15	ABX	Barrick Gold CORP	0%	-3.55%	Trim
16	FXI	Ishares China Large-cap ETF	0%	+2.22%	Add
17	INTC	Intel CORP	-0.1%	-1.84%	Trim
18	✓	Select Sector Spdr Tr	-0.1%	-4.68%	Trim
19	✓	Kinder Morgan, Inc.	-0.1%	—	Unchanged
20	✓	Wts Kinder Morgan INC Del Wt E	-0.1%	—	Unchanged
21	✓	Market Vectors ETF Tr	-0.2%	-10.77%	Trim
22	AIG	American International Group	-0.4%	-6.37%	Trim
23	CHKEUR	Chesapeake Energy CORP	-0.4%	-2.23%	Trim
24	9990302D	Apache CORP	-0.6%	-19.95%	Trim
25	MSFT	Microsoft CORP	-0.6%	-18.73%	Trim
26	FCX	Freeport-mcmoran INC	-1.1%	-2.58%	Trim
27	USX1	United States Steel CORP	-1.6%	-15.73%	Trim
28	DOW	Dow Chem Co	-2.8%	-52.43%	Trim
29	✓	Market Vectors Oil Service ETF	—	NEW	New buy
30	✓	Market Vectors Vietnam	—	NEW	New buy
31	✓	Rowan Companies PLC	—	EXIT	Sold out