Camco is Mr. Gore's favorite carbon trader. His Generation Investment Management owns 13.76% of CAO*. GIM should be reporting their June quarter holdings soon, maybe tomorrow. If I forget here's GIM's CIK number, 0001375534....Well, I promptly forgot and GIM filed their 13F the next day. Here it is:
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/
NAME OF ISSUER TITLE OF CLASS (x$1000) PRN AMT PRN
- ------------------------------ ---------------- -------- -------- ---
AFLAC INC COM 75497 2428342 SH
AMDOCS LTD ORD 108040 5036810 SH
AMERICA MOVIL SAB DE CV SPON ADR L SHS 41418 1069690 SH
AUTODESK INC COM 13855 730000 SH
BARD C R INC COM 58400 784417 SH
BECTON DICKINSON & CO COM 163862 2297889 SH
BLACKBAUD INC COM 55678 3580553 SH
CITRIX SYS INC COM 72579 2275931 SH
DEERE & CO COM 36416 911527 SH
EBAY INC COM 55771 3255769 SH
GREENHILL & CO INC COM 67214 930811 SH
JOHNSON CTLS INC COM 55810 2569525 SH
JONES LANG LASALLE INC COM 63569 1942233 SH
MILLIPORE CORP COM 76068 1083431 SH
MINDRAY MEDICAL INTL LTD SPON ADR 56249 2014649 SH
MOHAWK INDS INC COM 29358 822802 SH
NALCO HOLDING COMPANY COM 51567 3062155 SH
NORTHERN TR CORP COM 76253 1420519 SH
PLUM CREEK TIMBER CO INC COM 93020 3123578 SH
STAPLES INC COM 45223 2242104 SH
TRIMBLE NAVIGATION LTD COM 31605 1610040 SH
VARIAN MED SYS INC COM 63175 1797807 SH
VCA ANTECH INC COM 42172 1579477 SH
VMWARE INC COM 77785 2852406 SH
WATERS CORP COM 71197 1383269 SH
As always, these are just the public names. The majority of GIM's investments are private and they are not required to report them. So they don't.
The first thing that jumped out at me was the addition of Deere. The other thing worth noting is that, with the exception of Johnson Controls, it is not a particularly green portfolio.
Here's the previous quarter's filing for comparison.
