Longbow Capital Partners

Longbow Capital Partners as of Sept. 30, 2013

Portfolio Holdings for Longbow Capital Partners

Longbow Capital Partners holds 47 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Forest Oil Corporation 14.2 $26M 4.3M 6.10
Energen Corporation 11.6 $22M 282k 76.39
Newfield Exploration 6.7 $12M 454k 27.37
Semgroup Corp cl a 6.4 $12M 208k 57.02
Goodyear Tire & Rubber Company (GT) 6.0 $11M 497k 22.45
United Rentals (URI) 5.1 $9.5M 163k 58.29
Dominion Resources (D) 5.0 $9.3M 149k 62.48
USG Corporation 5.0 $9.3M 325k 28.58
Westlake Chemical Corporation (WLK) 4.8 $9.0M 86k 104.66
Rockwood Holdings 4.8 $8.9M 133k 66.90
Advanced Emissions (ADES) 3.9 $7.3M 170k 42.72
Solarcity 1.9 $3.4M 99k 34.60
Just Energy Group 1.8 $3.3M 514k 6.37
National Fuel Gas (NFG) 1.5 $2.8M 41k 68.77
Terex Corporation (TEX) 1.4 $2.6M 78k 33.60
Sempra Energy (SRE) 1.3 $2.4M 28k 85.61
Northeast Utilities System 1.1 $2.1M 50k 41.26
Spectra Energy 1.0 $1.9M 56k 34.22
Eagle Materials (EXP) 1.0 $1.9M 26k 72.53
Oge Energy Corp (OGE) 1.0 $1.9M 52k 36.10
Energy Transfer Equity (ET) 1.0 $1.8M 27k 65.78
UGI Corporation (UGI) 0.9 $1.7M 45k 39.12
Cal Dive International (CDVIQ) 0.9 $1.7M 834k 2.05
Bill Barrett Corporation 0.9 $1.7M 68k 25.11
Southwest Gas Corporation (SWX) 0.8 $1.6M 31k 50.00
Northwest Natural Gas 0.8 $1.6M 37k 41.97
Proshares Ultrashort Russell 2000 0.8 $1.5M 100k 14.50
Pinnacle West Capital Corporation (PNW) 0.8 $1.4M 26k 54.74
Basic Energy Services 0.7 $1.3M 103k 12.63
NiSource (NI) 0.6 $1.1M 37k 30.89
Duke Energy (DUK) 0.6 $1.1M 17k 66.76
Kirby Corporation (KEX) 0.6 $1.0M 12k 86.55
Quicksilver Resources 0.5 $909k 461k 1.97
Hercules Offshore 0.5 $883k 120k 7.36
Piedmont Natural Gas Company 0.4 $789k 24k 32.88
Portland General Electric Company (POR) 0.4 $762k 27k 28.22
Natural Resource Partners 0.4 $762k 40k 19.05
Goodrich Petroleum Corporation 0.4 $729k 30k 24.30
Air Products & Chemicals (APD) 0.4 $693k 6.5k 106.62
Direxion Shs Etf Tr 0.4 $676k 27k 25.51
Alpha Natural Resources 0.3 $656k 110k 5.96
Westar Energy 0.3 $613k 20k 30.65
Magnum Hunter Resources Corporation 0.3 $494k 80k 6.18
Talisman Energy Inc Com Stk 0.2 $460k 40k 11.50
Middlesex Water Company (MSEX) 0.2 $449k 21k 21.38
UIL Holdings Corporation 0.1 $260k 7.0k 37.14
James River Coal Company 0.1 $139k 70k 1.99