Brenham Capital Management as of Sept. 30, 2017
Portfolio Holdings for Brenham Capital Management
Brenham Capital Management holds 11 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Diamondback Energy (FANG) | 16.8 | $123M | 1.3M | 97.96 | |
| Rsp Permian | 16.1 | $118M | 3.4M | 34.59 | |
| Continental Resources | 13.7 | $100M | 2.6M | 38.61 | |
| Energen Corporation | 13.5 | $98M | 1.8M | 54.68 | |
| Halliburton Company (HAL) | 11.0 | $81M | 1.8M | 46.03 | |
| Wpx Energy | 9.9 | $73M | 6.3M | 11.50 | |
| Gulfport Energy Corporation | 7.0 | $51M | 3.6M | 14.34 | |
| RPC (RES) | 5.8 | $42M | 1.7M | 24.79 | |
| Select Energy Svcs Inc cl a (WTTR) | 2.8 | $21M | 1.3M | 15.92 | |
| Halcon Res | 2.4 | $18M | 2.6M | 6.80 | |
| Jagged Peak Energy | 1.0 | $7.5M | 550k | 13.66 |
