13F-HR 1 a6875877b.txt REPORT FOR THE CALENDAR QUARTER ENDED JUNE 30, 2011 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2011 ------------- Check here if Amendment [ ]; Amendment Number: --- This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Altima Partners LLP Address: 23 Savile Row, 6th Floor London, W1S 2ET United Kingdom Form 13F File Number: 28-13517 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Malcolm Goddard Title: Partner Phone: 011-44-20-7968-6400 Signature, Place, and Date of Signing: /s/ Malcolm Goddard London, England August 8, 2011 ------------------- --------------- -------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE REPORT SUMMARY: Number of Other Included Managers: 5 Form 13F Information Table Entry Total: 37 Form 13F Information Table Value Total: $126,902 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. 1 -- Form 13F File Number 28-13521 Name: Mark Donegan ------------ No. 2 -- Form 13F File Number 28-13519 Name: Altima Advisors Americas L.P. ----------------------------- No. 3 -- Form 13F File Number 28-13518 Name: Altima Services UK Limited -------------------------- No. 4 -- Form 13F File Number 28-13520 Name: Altima International Limited ---------------------------- No. 5 -- Form 13F File Number 28-13522 Name: Joseph Carvin ------------- FORM 13F INFORMATION TABLE

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 NAME OF ISSUER TITLE OF CUSIP VALUE SHRS/PRN SH/ PUT/ INVESTMENT OTHER VOTING CLASS (x$1000) AMT PRN CALL DISCRETION MANAGERS AUTHORITY Sole Shared None CADIZ INC COM NEW 127537207 118,~~206~~109 ~~919~~746,~~259~~651 DEFINED 1 ~~919~~746,~~259~~651 ICICI BANK LTD ADR 45104G104 1,~~196~~109 2422,~~000~~485 DEFINED 1,2,3,4 2422,~~000~~485 ~~VIVO~~MECHEL ~~PARTICIPACOES~~OAO SA SPON ADR PFD ~~NEW~~583840509 ~~92855S200 40~~1,~~562~~866 1216,~~004,498~~240 DEFINED 1 1,~~004~~2,~~498~~3,4 ~~VIVO~~216,240 ~~PARTICIPACOES~~AMERICA SAMOVIL SAB DE CV SPON ADR ~~PFD~~L ~~NEW~~SHS ~~92855S200~~02364W105 87,~~234~~462 ~~203~~278,~~913~~630 DEFINED 1,2,3,4 ~~203~~278,~~913~~630 BANK OF AMERICA CORPORATION COM 060505104 4033,~~128~~311 3,~~010~~039,~~387~~311 DEFINED 1 3,~~010~~039,~~387~~311 ~~BRF-BRASIL~~COMPANHIA ~~FOODS~~DE ~~ADR~~BEBIDAS DAS AME SPON ADR ~~10552T107~~PFD ~~3,890~~20441W203 ~~203~~80 2,~~767~~360 DEFINED 1,2,3,4,5 ~~203~~2,~~767~~360 SYNGENTA AG SPONSORED ADR 87160A100 292 4,320 DEFINED 1,2,3,~~395~~4,5 524,~~100~~320 WHOLE FOODS MKT INC COM 966837106 63 1,000 DEFINED 1,2,3,4,5 521,~~100~~000 IMPERIAL SUGAR CO NEW COM NEW 453096208 ~~726~~111 545,~~457~~555 DEFINED 1,2,3,4,65 545,~~457~~555 ZHONGPIN INC COM 98952K107 ~~1,760~~51 ~~116~~4,~~200~~886 DEFINED 1,2,3,4,5 ~~116~~4,~~200~~886 PANERA BREAD CO CL A 69840W108 ~~1,232~~78 ~~9,700~~620 DEFINED 1,2,3,4,5 ~~9,700~~620 ~~YONGYE~~AGCO ~~INTL~~CORP ~~INC~~ COM ~~98607B106~~001084102 ~~849~~147 ~~138~~2,~~500~~970 DEFINED 1,2,3,4,5 ~~138~~2,~~500~~970 ~~AGCO~~AGRIUM ~~CORP~~INC COM ~~001084102~~008916108 ~~3,809~~147 691,~~300~~671 DEFINED 1,2,3,4,5 691,~~300~~671 ~~AGRIUM~~ARCHER ~~INC~~DANIELS MIDLAND CO COM ~~008916108~~039483102 ~~3,432~~212 377,~~200~~027 DEFINED 1,2,3,4,5 377,~~200~~027 ~~ARCHER~~BUNGE ~~DANIELS~~LIMITED ~~MIDLAND CO~~ COM ~~039483102~~G16962105 ~~4,451~~144 ~~123~~2,~~600~~090 DEFINED 1,2,3,4,5 ~~123~~2,~~600~~090 ~~INTREPID~~DEERE ~~POTASH~~& ~~INC~~CO COM ~~46121Y102~~244199105 ~~909~~155 261,~~100~~877 DEFINED 1,2,3,4,5 261,~~100~~877 INTREPID POTASH ~~CORP SASK~~ INC COM ~~73755L107~~46121Y102 ~~1,491~~72 252,~~300~~210 DEFINED 1,2,3,4,5 252,~~300~~210 ~~TYSON~~POTASH ~~FOODS~~CORP SASK INC CLCOM A73755L107 ~~902494103~~296 ~~714 37~~5,~~200~~191 DEFINED 1,2,3,4,5 375,~~200~~191 CHIQUITA BRANDS INTL INC COM 170032809 ~~845~~63 554,~~100~~855 DEFINED 1,2,3,4,5 554,~~100~~855 COSAN LTD SHS A G25343107 ~~7,289~~376 ~~565~~30,~~000~~609 DEFINED 1,2,3,4,5 ~~565~~30,~~000~~609 DARLING INTL INC COM 237266101 ~~6,577~~307 ~~427~~17,~~900~~347 DEFINED 1,2,3,4,5 ~~427~~17,~~900~~347 CF INDS HLDGS INC COM 125269100 279 1,970 DEFINED 1,2,3,~~215~~4,5 231,~~500~~970 COCA COLA CO COM 19122T109 88 3,000 DEFINED 1,2,3,4,5 233,~~500~~000 KROGER CO COM 501044101 ~~2,656~~155 ~~110~~6,~~810~~256 DEFINED 1,2,3,4,5 ~~110~~6,~~810~~256 LORILLARD INC COM 544147101 158 1,~~482~~450 ~~15,600~~ DEFINED 1,2,3,4,5 151,~~600~~450 SMITHFIELD FOODS INC COM 832248108 ~~3,010~~40 ~~125~~1,~~100~~820 DEFINED 1,2,3,4,5 ~~125~~1,~~100~~820 TITAN INTL INC ILL COM 88830M102 ~~950~~61 352,~~700~~520 DEFINED 1,2,3,4,5 352,~~700~~520 TEUCRIUM COMMODITY TR CORN FD SHS 88166A102 101 2,500 DEFINED 1,2,3,4,5 2,500 TERNIUM SA SPON ADR 880890108 1411,~~067~~823 ~~391~~400,~~414~~364 DEFINED 1,2,3,4 ~~391~~400,~~414~~364 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 57,~~532~~917 ~~230~~336,~~000~~190 DEFINED 1,2,3,4 ~~230~~336,~~000~~190 VALE SA ADR REPSTG PFD 91912E204 108,~~652~~489 ~~319~~265,~~400~~705 DEFINED 1,2,3,4 ~~319~~265,~~400~~705 ~~COPA~~GERDAU ~~HOLDINGS~~S SAA CLSPONSORED AADR ~~P31076105~~373737105 72,~~512~~212 ~~142~~210,~~265~~300 DEFINED 1,2,3,4 ~~142~~210,~~265~~300 ~~CREDICORP~~TELECOMUNICACOES ~~LTD~~DE SAO PAUL SPON ADR PFD 87929A102 25,790 868,351 DEFINED 1 868,351 AMR CORP COM ~~G2519Y108~~001765106 2784 145,~~099~~134 20DEFINED 1 145,~~003~~134 DELTA AIR LINES INC DEL COM 247361702 8,297 904,802 DEFINED 1 904,802 COPA HOLDINGS SA CL A P31076105 6,259 93,780 DEFINED 1,2,3,4 2093,~~003~~780

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