Caymus Capital Partners as of June 30, 2020
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 16 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Noble Energy | 20.2 | $3.0M | 330k | 8.96 | |
| Cabot Oil & Gas Corporation (CTRA) | 14.5 | $2.1M | 123k | 17.18 | |
| EQT Corporation (EQT) | 10.3 | $1.5M | 127k | 11.90 | |
| EOG Resources (EOG) | 9.6 | $1.4M | 28k | 50.65 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 8.2 | $1.2M | 197k | 6.06 | |
| ConocoPhillips (COP) | 5.7 | $840k | 20k | 42.00 | |
| Devon Energy Corporation (DVN) | 4.8 | $703k | 62k | 11.34 | |
| Concho Resources | 4.6 | $675k | 13k | 51.53 | |
| Enerplus Corp (ERF) | 4.4 | $645k | 229k | 2.81 | |
| Pioneer Natural Resources (PXD) | 3.8 | $557k | 5.7k | 97.72 | |
| Wpx Energy | 3.5 | $519k | 81k | 6.38 | |
| Geopark Usd Shs (GPRK) | 3.2 | $467k | 48k | 9.79 | |
| Parsley Energy Cl A | 2.1 | $315k | 30k | 10.68 | |
| Diamondback Energy (FANG) | 2.0 | $293k | 7.0k | 41.86 | |
| Talos Energy (TALO) | 1.6 | $239k | 26k | 9.19 | |
| Pdc Energy | 1.4 | $211k | 17k | 12.41 |
