Caymus Capital Partners as of Sept. 30, 2014
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 18 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oasis Petroleum | 12.6 | $26M | 619k | 41.81 | |
| Parsley Energy Cl A | 10.8 | $22M | 1.0M | 21.33 | |
| Carrizo Oil & Gas | 9.0 | $19M | 346k | 53.82 | |
| Cimarex Energy | 7.9 | $16M | 129k | 126.53 | |
| Pdc Energy | 7.9 | $16M | 323k | 50.29 | |
| EQT Corporation (EQT) | 5.7 | $12M | 129k | 91.54 | |
| Rosetta Resources | 5.3 | $11M | 244k | 44.56 | |
| Gulfport Energy Corp Com New | 5.1 | $11M | 198k | 53.40 | |
| Continental Resources | 5.0 | $10M | 154k | 66.48 | |
| Concho Resources | 5.0 | $10M | 81k | 125.39 | |
| EOG Resources (EOG) | 4.9 | $10M | 102k | 99.02 | |
| Callon Pete Co Del Com Stk | 4.3 | $8.8M | 1.0M | 8.81 | |
| Clayton Williams Energy | 4.0 | $8.3M | 86k | 96.45 | |
| Newfield Exploration | 4.0 | $8.2M | 220k | 37.07 | |
| Noble Energy | 3.1 | $6.4M | 94k | 68.36 | |
| Range Resources (RRC) | 2.8 | $5.9M | 87k | 67.81 | |
| Laredo Petroleum Holdings | 1.6 | $3.2M | 145k | 22.41 | |
| Whiting Petroleum Corporation | 1.0 | $2.1M | 27k | 77.56 |
