13F-HR 1 a102910b.txt HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2010 ------------------ 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 October 28, 2010 ------------------ --------------- ---------------- [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: 33 Form 13F Information Table Value Total: $200,038 (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 ~~NAME~~VOTING ~~OF ISSUER TITLE OF~~ CLASS ~~CUSIP~~ (Xx$1000) AMT PRN CALL DISTRETION MANAGERS ~~VOTING~~ AUTHORITY Sole Shared None CADIZ INC COM NEW 127537207 119,~~095~~432 919,259 DEFINED 1 919,259 ICICI BANK LTD ADR 45104G104 710,~~816~~811 216,~~274~~869 DEFINED 1 216,~~268~~869 ICICI BANK LTD ADR 45104G104 12,~~879~~592 52,000 DEFINED 1, 2, 3, 4 52,000 VIVO PARTICIPACOES SPON ADR SA PFD NEW 92855S200 2228,~~250~~002 ~~858~~1,~~404~~030,635 DEFINED 1 ~~858~~1,~~404~~030,635 VIVO PARTICIPACOES SPON ADR SA PFD NEW 92855S200 63,~~283~~720 ~~242~~136,~~414~~914 DEFINED 1, 2, 3, 4 ~~242~~136,~~414~~914 CITIGROUP INC COM 172967101 46,~~284~~693 1,~~139~~711,~~405~~820 DEFINED 1 1,~~139~~711,~~405~~820 COMPANHIA DE SPON ADR BEBIDAS PFD 20441W203 3,~~636~~338 3627,000 DEFINED 1, 2, 3, 4, 5 3627,000 BRF-BRASIL FOODS ~~SPONSORED~~ADR SA ADR 10552T107 14,~~851~~248 ~~139~~273,567 DEFINED 1, 2, 3, 4, 5 ~~139~~273,567 KUBOTA CORP ADR 501173207 1,037 22,500 DEFINED 1,2,3,4,5 22,500 HANSEN NAT CORP COM 411310105 3,~~794~~497 9775,000 DEFINED 1, 2, 3, 4, 5 9775,000 WINN DIXIE STORES INC COM NEW 974280307 1,~~668~~233 173,000 DEFINED 1, 2,3,4,5 173,000 CASEYS GEN STORES INC COM 147528103 3,048 73,000 DEFINED 1,2,3,4,5 73,000 ZHONGPIN INC COM 98952K107 2,199 135,000 DEFINED 1,2,3,4,5 ~~173~~135,000 AGRIUM INC COM 008916108 5,249 70,000 DEFINED 1,2,3,4,5 70,000 ARCHER DANIELS MIDLAND CO COM 039483102 79,~~643~~289 ~~296~~291,000 DEFINED 1, 2, 3, 4, 5 ~~296~~291,000 DEERE & CO COM 244199105 46,~~630~~989 83100,159 DEFINED 1, 2, 3, 4, 5 83100,159 ~~DEAN~~INTREPID ~~FOODS~~POTASH COINC COM ~~242370104~~46121Y102 2,~~890~~112 ~~287~~81,000 DEFINED 1,2,3,4,5 81,000 MOSAIC CO COM 61945A107 4,037 68,700 DEFINED 1,2,3,4,5 68,700 POTASH CORP SASK INC COM 73755L107 6,626 46,000 DEFINED 1,2,3,4,5 46,000 MONSANTO CO NEW COM 61166W101 4,697 98,000 DEFINED 1,2,3,4,5 ~~287~~98,000 COSAN LTD SHS A G25343107 1113,~~133~~815 1,192,000 DEFINED 1, 2, 3, 4, 5 1,192,000 KRAFT FOODS INC CL A 50075N104 45,~~732~~215 169,000 DEFINED 1, 2, 3, 4, 5 169,000 DARLING INTL INC COM 237266101 67,~~173~~003 822,000 DEFINED 1, 2, 3, 4, 5 822,000 CF INDS HLDGS INC COM 125269100 64,~~028~~823 9550,~~000~~500 DEFINED 1, 2, 3, 4, 5 9550,~~000~~500 COCA- COLA ENTERPRISES, INC. COM 191219104 35,~~646~~394 ~~141~~174,000 DEFINED 1, 2, 3, 4, 5 ~~141~~174,000 KROGER CO COM 501044101 23,~~930~~223 148,810 DEFINED 1, 2, 3, 4, 5 148,810 ~~PICO~~ALLIANCE ~~HLDGS~~ONE INTL INC COM ~~NEW~~18772103 ~~693366205~~830 4200,~~196 140,~~000 DEFINED 1, 2, 3, 4, 5 ~~140~~200,000 ~~IMPERIAL~~PICO ~~SUGAR~~HLDGS COINC ~~NEW~~ COM NEW ~~453096208~~693366205 ~~707~~4,180 70140,000 DEFINED 1, 2, 3, 4, 5 70140,000 TERNIUM SA SPON ADR 880890108 69,~~235~~453 ~~189~~289,~~386~~526 DEFINED 1, 2, 3, 4 ~~189~~289,~~386~~526 ULTRAPAR PARTICIPACOES S A SP ADR REP ~~PARTICIPACOES SA~~ PFD 90400P101 21,~~994~~446 6323,~~321~~621 DEFINED 1, 2, 3, 4 6323,~~321~~621 ~~ADR REPSTG~~ VALE SA ADR REPSTG PFD 91912E204 811,~~290~~361 ~~394~~409,400 DEFINED 1, 2, 3, 4 ~~394~~409,400 ~~ITAU~~AMERICA ~~UNIBANCO~~MOVIL ~~SPON~~SAB ~~ADR~~DE ~~HLDG~~CV SASPON ~~REP~~ADR ~~PFD~~02364W105 ~~465562106~~7,142 ~~360 20~~133,~~000~~929 DEFINED 1, 2, 3, 4 20133,~~000~~929 L SHS COPA HOLDINGS SA CL A P31076105 37,~~604~~303 81135,~~500~~461 DEFINED 1, 2, 3, 4 81135,~~500 AMERICA MOVIL SAB SPON ADR L DE CV SHS 02364W105 475 10,000 DEFINED 1, 2, 3, 4 10,000 SPONSORED VIMPELCOM LTD. ADR 92719A106 1,052 65,000 DEFINED 1, 2, 3, 4 65,000~~461

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