Caymus Capital Partners as of Sept. 30, 2012
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 19 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 10.2 | $22M | 412k | 54.11 | |
| Pioneer Natural Resources (PXD) | 8.2 | $18M | 172k | 104.40 | |
| Anadarko Petroleum Corporation | 7.3 | $16M | 229k | 69.92 | |
| Whiting Petroleum Corporation | 7.3 | $16M | 338k | 47.38 | |
| Wpx Energy | 7.0 | $15M | 917k | 16.59 | |
| Northern Oil & Gas | 6.7 | $15M | 867k | 16.99 | |
| Devon Energy Corporation (DVN) | 6.0 | $13M | 219k | 60.50 | |
| Cabot Oil & Gas Corporation (CTRA) | 5.9 | $13M | 290k | 44.90 | |
| Comstock Resources | 5.6 | $12M | 670k | 18.38 | |
| Rosetta Resources | 5.6 | $12M | 255k | 47.89 | |
| QEP Resources | 5.5 | $12M | 381k | 31.66 | |
| Pdc Energy | 5.3 | $12M | 365k | 31.63 | |
| Canadian Natural Resources (CNQ) | 4.8 | $11M | 342k | 30.79 | |
| Suncor Energy (SU) | 3.7 | $8.0M | 244k | 32.85 | |
| EQT Corporation (EQT) | 3.5 | $7.6M | 130k | 59.00 | |
| Occidental Petroleum Corporation (OXY) | 3.4 | $7.4M | 86k | 86.06 | |
| Cimarex Energy | 1.9 | $4.1M | 69k | 58.55 | |
| Denbury Resources | 1.8 | $3.8M | 237k | 16.16 | |
| Carrizo Oil & Gas | 0.3 | $625k | 25k | 25.00 |
