Longbow Capital Partners as of Dec. 31, 2011
Portfolio Holdings for Longbow Capital Partners
Longbow Capital Partners holds 30 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NiSource (NI) | 12.4 | $23M | 947k | 23.81 | |
| Oge Energy Corp (OGE) | 9.9 | $18M | 316k | 56.71 | |
| Spectra Energy | 9.3 | $17M | 547k | 30.75 | |
| Kirby Corporation (KEX) | 6.4 | $12M | 176k | 65.84 | |
| United Rentals (URI) | 5.0 | $9.0M | 304k | 29.55 | |
| Greenbrier Companies (GBX) | 4.9 | $8.9M | 368k | 24.28 | |
| Union Pacific Corporation (UNP) | 4.8 | $8.7M | 83k | 105.94 | |
| Northwest Natural Gas | 4.1 | $7.5M | 156k | 47.93 | |
| Chart Industries (GTLS) | 4.0 | $7.1M | 132k | 54.07 | |
| Alliant Energy Corporation (LNT) | 3.4 | $6.1M | 138k | 44.11 | |
| Nextera Energy (NEE) | 3.3 | $6.1M | 100k | 60.88 | |
| Integrys Energy | 3.3 | $6.1M | 112k | 54.18 | |
| C&j Energy Services | 3.2 | $5.8M | 279k | 20.93 | |
| NV Energy | 3.2 | $5.7M | 351k | 16.35 | |
| Transcanada Corp | 2.5 | $4.5M | 104k | 43.67 | |
| Suno | 2.3 | $4.2M | 102k | 41.02 | |
| Cleco Corporation | 2.2 | $4.0M | 105k | 38.10 | |
| Oneok (OKE) | 1.9 | $3.4M | 39k | 86.69 | |
| TECO Energy | 1.7 | $3.1M | 163k | 19.14 | |
| Kior Inc. Cl A | 1.7 | $3.1M | 305k | 10.18 | |
| Energen Corporation | 1.7 | $3.1M | 62k | 50.00 | |
| Empire District Electric Company | 1.7 | $3.1M | 146k | 21.09 | |
| Golar Lng (GLNG) | 1.6 | $2.8M | 64k | 44.45 | |
| National Fuel Gas (NFG) | 1.2 | $2.2M | 40k | 55.59 | |
| Headwaters Incorporated | 1.1 | $2.0M | 915k | 2.22 | |
| Vectren Corporation | 0.9 | $1.6M | 53k | 30.23 | |
| Southwest Gas Corporation (SWX) | 0.8 | $1.5M | 35k | 42.48 | |
| Fuel Tech (FTEK) | 0.8 | $1.4M | 213k | 6.58 | |
| Mfri | 0.4 | $648k | 94k | 6.92 | |
| Ada-es | 0.3 | $535k | 24k | 22.64 |
