Longbow Capital Partners as of March 31, 2012
Portfolio Holdings for Longbow Capital Partners
Longbow Capital Partners holds 30 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NiSource (NI) | 11.2 | $18M | 724k | 24.35 | |
| United Rentals (URI) | 9.5 | $15M | 348k | 42.89 | |
| Edison International (EIX) | 8.2 | $13M | 304k | 42.51 | |
| Energen Corporation | 6.2 | $9.8M | 199k | 49.15 | |
| Kirby Corporation (KEX) | 5.8 | $9.2M | 140k | 65.79 | |
| Williams Companies (WMB) | 5.4 | $8.6M | 278k | 30.81 | |
| Crosstex Energy | 5.2 | $8.2M | 581k | 14.14 | |
| Chart Industries (GTLS) | 5.0 | $7.8M | 107k | 73.33 | |
| Cal Dive International (CDVIQ) | 3.9 | $6.2M | 1.9M | 3.30 | |
| Suno | 3.6 | $5.6M | 148k | 38.15 | |
| Union Pacific Corporation (UNP) | 3.6 | $5.6M | 52k | 107.49 | |
| Kior Inc. Cl A | 3.1 | $4.9M | 368k | 13.37 | |
| Fuel Systems Solutions | 3.0 | $4.7M | 178k | 26.16 | |
| FirstEnergy (FE) | 2.5 | $4.0M | 88k | 45.59 | |
| PPL Corporation (PPL) | 2.4 | $3.8M | 136k | 28.26 | |
| Texas Industries | 2.2 | $3.5M | 99k | 35.01 | |
| NV Energy | 2.2 | $3.4M | 211k | 16.12 | |
| Northwest Natural Gas | 2.2 | $3.4M | 75k | 45.40 | |
| USG Corporation | 2.0 | $3.2M | 186k | 17.20 | |
| Alliant Energy Corporation (LNT) | 1.9 | $3.0M | 69k | 43.32 | |
| Integrys Energy | 1.9 | $3.0M | 57k | 53.00 | |
| CMS Energy Corporation (CMS) | 1.5 | $2.3M | 106k | 22.00 | |
| Atmos Energy Corporation (ATO) | 1.5 | $2.3M | 73k | 31.47 | |
| Westar Energy | 1.2 | $2.0M | 70k | 27.93 | |
| UniSource Energy | 1.2 | $1.9M | 52k | 36.56 | |
| WGL Holdings | 1.2 | $1.9M | 46k | 40.69 | |
| Wabash National Corporation (WNC) | 1.0 | $1.6M | 157k | 10.35 | |
| Southwest Gas Corporation (SWX) | 0.5 | $792k | 19k | 42.74 | |
| Transcanada Corp | 0.5 | $731k | 17k | 43.00 | |
| Mfri | 0.4 | $687k | 92k | 7.50 |
