13F-HR 1 a6615649b.txt FOR THE CALENDAR QUARTER ENDED MARCH 31, 2011 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 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 May 13, 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: 30 Form 13F Information Table Value Total: $[193,869] (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 ~~DISTRETION~~DISCRETION MANAGERS AUTHORITY Sole Shared None CADIZ INC COM NEW 127537207 11,~~436~~206 919,259 DEFINED 1 919,259 ICICI BANK LTD ADR 45104G104 ~~10,982 216,869 DEFINED~~ 1 ~~216~~,~~869~~196 ~~ICICI BANK LTD ADR 45104G104 2~~24,~~228 44,~~000 DEFINED 1,2,3,4 4424,000 VIVO PARTICIPACOES SA SPON ADR SA PFD NEW 92855S200 3240,~~513~~562 ~~997~~1,~~635~~004,498 DEFINED 1 ~~997~~1,~~635~~004,498 VIVO PARTICIPACOES SA SPON ADR SA PFD NEW 92855S200 108,~~674~~234 ~~327~~203,~~514~~913 DEFINED 1,2,3,4 ~~327~~203,~~514~~913 ~~CITIGROUP INC COM 172967101 8,097 1,711,820 DEFINED 1 1,711,820~~ BANK OF AMERICA CORPORATION COM 060505104 1640,~~316~~128 13,~~223~~010,~~100~~387 DEFINED 1 13,~~223~~010,~~100~~387 ~~COMPANHIA~~BRF-BRASIL DEFOODS ~~SPON~~ADR ADR ~~BEBIDAS~~10552T107 ~~PFD 20441W203 2~~3,~~482~~890 80203,~~000~~767 DEFINED 1,2,3,4,5 80203,~~000~~767 ~~BRF-BRASIL~~SYNGENTA ~~FOODS~~AG ~~ADR~~SPONSORED ADR ~~10552T107~~87160A100 43,~~618~~395 ~~273~~52,~~567~~100 DEFINED 1,2,3,4,5 ~~273~~52,~~567~~100 ~~ANHEUSER~~IMPERIAL ~~BUSCH~~SUGAR ~~INBEV~~CO ~~SA/NV~~NEW ~~SPON~~COM ~~ADR~~NEW ~~03524A108~~453096208 ~~3,882~~726 6854,~~000~~457 DEFINED 1,2,3,4,56 6854,~~000~~457 ~~PICO~~ZHONGPIN ~~HLDGS~~ INC COM ~~NEW~~98952K107 ~~693366205 2~~1,~~067~~760 65116,~~000~~200 DEFINED 1,2,3,4,5 65116,~~000~~200 ~~WINN~~PANERA ~~DIXIE~~BREAD ~~STORES~~CO ~~INC~~CL ~~COM~~A ~~NEW~~69840W108 ~~974280307~~ 1,~~242~~232 ~~173~~9,~~000~~700 DEFINED 1,2,3,4,5 ~~173~~9,~~000~~700 ~~ZHONGPIN~~YONGYE INTL INC COM ~~98952K107~~98607B106 ~~2,366~~849 ~~116~~138,~~000~~500 DEFINED 1,2,3,4,5 ~~116~~138,~~000~~500 AGCO CORP COM 001084102 3,~~293~~809 6569,~~000~~300 DEFINED 1,2,3,4,5 6569,~~000~~300 AGRIUM INC COM 008916108 73,~~707~~432 8437,~~000~~200 DEFINED 1,2,3,4,5 8437,~~000~~200 ARCHER DANIELS MIDLAND CO COM 039483102 4,~~993~~451 ~~166~~123,~~000~~600 DEFINED 1,2,3,4,5 ~~166~~123,~~000~~600 ~~MOSAIC~~INTREPID COPOTASH INC COM ~~61945A107~~46121Y102 ~~6,773~~909 8826,~~700~~100 DEFINED 1,2,3,4,5 8826,~~700~~100 ~~MONSANTO~~POTASH COCORP ~~NEW~~SASK INC COM ~~61166W101~~73755L107 41,~~527~~491 6525,~~000~~300 DEFINED 1,2,3,4,5 6525,~~000~~300 ~~CHIQUITA~~TYSON ~~BRANDS~~FOODS ~~INTL~~ INC ~~COM~~CL ~~170032809~~A ~~1,037~~902494103 74714 37,~~000~~200 DEFINED 1,2,3,4,5 7437,~~000~~200 ~~COSAN~~CHIQUITA ~~LTD~~BRANDS ~~SHS~~INTL AINC ~~G25343107~~COM ~~10,474~~170032809 ~~769~~845 55,~~000~~100 DEFINED 1,2,3,4,5 ~~769~~55,~~000~~100 ~~KRAFT~~COSAN ~~FOODS~~LTD ~~INC~~SHS CL A ~~50075N104~~G25343107 57,~~325~~289 ~~169~~565,000 DEFINED 1,2,3,4,5 ~~169~~565,000 DARLING INTL INC COM 237266101 76,~~516~~577 ~~566~~427,~~000~~900 DEFINED 1,2,3,4,5 ~~566~~427,~~000~~900 CF INDS HLDGS INC COM 125269100 43,~~933~~215 3623,500 DEFINED 1,2,3,4,5 3623,500 ~~CORN~~KROGER ~~PRODS~~CO ~~INTL INC~~ COM ~~219023108~~501044101 12,~~978~~656 43110,~~000~~810 DEFINED 1,2,3,4,5 43110,~~000~~810 ~~KROGER~~LORILLARD COINC COM ~~501044101~~544147101 31,~~327~~482 ~~148~~15,~~810~~600 DEFINED 1,2,3,4,5 ~~148~~15,~~810~~600 ~~TERNIUM~~SMITHFIELD SAFOODS ~~SPON~~INC ~~ADR~~COM ~~880890108~~832248108 53,~~873~~010 ~~138~~125,~~489~~100 DEFINED 1,2,3,4,5 ~~138~~125,~~489~~100 ~~GAFISA~~TITAN SINTL AINC ~~SPONS~~ILL ~~ADR~~COM ~~362607301~~88830M102 ~~872~~950 6035,~~000~~700 DEFINED 1,2,3,4,5 6035,~~000~~700 ~~ITAU~~TERNIUM ~~UNIBANCO~~SA SPON ADR ~~HLDG~~880890108 ~~SA REP PFD 465562106 1~~14,~~201~~067 50391,~~000~~414 DEFINED 1,2,3,4 50391,~~000~~414 ~~VALE~~ITAU UNIBANCO HLDG SA SPON ADR ~~REPSTG~~REP PFD ~~91912E204~~465562106 105,~~257~~532 ~~339~~230,~~400~~000 DEFINED 1,2,3,4 ~~339~~230,~~400~~000 ~~AMERICA~~VALE ~~MOVIL~~SA ~~SAB SPON~~ ADR DEREPSTG CVPFD L91912E204 ~~SHS 02364W105 9~~10,~~136~~652 ~~159~~319,~~329~~400 DEFINED 1,2,3,4 ~~159~~319,~~329~~400 COPA HOLDINGS SA CL A P31076105 87,~~853~~512 ~~150~~142,~~461~~265 DEFINED 1,2,3,4 ~~150~~142,~~461~~265 ~~CTRIP~~CREDICORP ~~COM AMERICAN INTL~~ LTD ~~DEP~~COM ~~SHS~~G2519Y108 ~~22943F100~~2,099 ~~607 15~~20,~~000~~003 DEFINED 1,2,3,4 1520,~~000~~003

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