Caymus Capital Partners as of June 30, 2014
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 19 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oasis Petroleum | 13.1 | $27M | 478k | 55.89 | |
| Whiting Petroleum Corporation | 11.5 | $23M | 292k | 80.25 | |
| Parsley Energy Inc-class A | 7.1 | $15M | 603k | 24.07 | |
| Cimarex Energy | 6.7 | $14M | 95k | 143.46 | |
| Carrizo Oil & Gas | 6.4 | $13M | 188k | 69.26 | |
| EQT Corporation (EQT) | 6.3 | $13M | 121k | 106.90 | |
| Rosetta Resources | 5.9 | $12M | 219k | 54.85 | |
| Noble Energy | 5.8 | $12M | 151k | 77.46 | |
| Newfield Exploration | 5.7 | $12M | 263k | 44.20 | |
| Pdc Energy | 5.5 | $11M | 176k | 63.15 | |
| Continental Resources | 4.3 | $8.8M | 55k | 158.03 | |
| Callon Pete Co Del Com Stk | 4.1 | $8.3M | 712k | 11.65 | |
| Concho Resources | 3.8 | $7.7M | 53k | 144.50 | |
| Laredo Petroleum Holdings | 3.6 | $7.4M | 238k | 30.98 | |
| EOG Resources (EOG) | 3.3 | $6.8M | 58k | 116.87 | |
| Gulfport Energy Corporation | 2.6 | $5.3M | 85k | 62.80 | |
| Range Resources (RRC) | 1.5 | $3.1M | 36k | 86.95 | |
| Canadian Natural Resources (CNQ) | 1.5 | $3.0M | 66k | 45.92 | |
| Ultra Petroleum | 1.3 | $2.7M | 90k | 29.69 |
