Bocage Capital as of Dec. 31, 2016
Portfolio Holdings for Bocage Capital
Bocage Capital holds 14 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United States Steel Corporation (X) | 40.9 | $76M | 2.3M | 33.01 | |
| Vale (VALE) | 12.9 | $24M | 3.1M | 7.62 | |
| Chesapeake Energy Corporation | 10.4 | $19M | 2.8M | 7.02 | |
| Transocean (RIG) | 8.0 | $15M | 1.0M | 14.74 | |
| Teck Resources Ltd cl b (TECK) | 7.1 | $13M | 656k | 20.03 | |
| Dynegy | 4.8 | $8.9M | 1.1M | 8.46 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.0 | $5.5M | 236k | 23.36 | |
| Rsp Permian | 2.9 | $5.3M | 118k | 44.62 | |
| Steel Dynamics (STLD) | 2.4 | $4.5M | 125k | 35.58 | |
| Encana Corp | 2.4 | $4.4M | 373k | 11.74 | |
| CONSOL Energy | 2.1 | $3.8M | 208k | 18.23 | |
| Ingevity (NGVT) | 1.9 | $3.6M | 65k | 54.86 | |
| Graphic Packaging Holding Company (GPK) | 1.2 | $2.3M | 181k | 12.48 | |
| Dynegy Inc New Del *w exp 99/99/999 | 0.0 | $9.6k | 241k | 0.04 |
