Longbow Capital Partners

Longbow Capital Partners as of Dec. 31, 2013

Portfolio Holdings for Longbow Capital Partners

Longbow Capital Partners holds 40 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Rentals (URI) 12.4 $16M 205k 77.95
NiSource (NI) 11.2 $14M 437k 32.88
Semgroup Corp cl a 10.0 $13M 197k 65.23
Advanced Emissions (ADES) 9.0 $12M 213k 54.23
Huntsman Corporation (HUN) 6.3 $8.1M 331k 24.60
Forest Oil Corporation 6.0 $7.7M 2.1M 3.61
Kirby Corporation (KEX) 5.7 $7.3M 74k 99.25
Meritor 3.8 $4.9M 471k 10.43
Eagle Materials (EXP) 3.5 $4.4M 57k 77.44
USG Corporation 3.1 $4.0M 141k 28.38
Westlake Chemical Corporation (WLK) 2.9 $3.7M 31k 122.07
Quicksilver Resources 2.3 $2.9M 950k 3.07
Comstock Resources 2.1 $2.7M 145k 18.29
James River Coal Company 1.9 $2.5M 1.9M 1.35
Duke Energy (DUK) 1.9 $2.5M 36k 69.01
Helix Energy Solutions (HLX) 1.8 $2.3M 100k 23.18
UGI Corporation (UGI) 1.5 $2.0M 47k 41.46
DTE Energy Company (DTE) 1.5 $1.9M 29k 66.39
Cal Dive International (CDVIQ) 1.4 $1.8M 890k 2.01
Atlas Pipeline Partners 1.4 $1.8M 50k 35.06
Hercules Offshore 1.3 $1.7M 260k 6.52
Nrg Yield 1.0 $1.3M 32k 40.00
Paragon Shipping Inc cl a 0.8 $966k 131k 7.36
Integrys Energy 0.7 $952k 18k 54.40
FirstEnergy (FE) 0.7 $925k 28k 32.97
AK Steel Holding Corporation 0.7 $902k 110k 8.20
Northeast Utilities System 0.7 $848k 20k 42.40
Resolute Fst Prods In 0.6 $797k 50k 16.03
Portland General Electric Company (POR) 0.5 $664k 22k 30.18
Southwest Gas Corporation (SWX) 0.5 $581k 10k 55.87
Alpha Natural Resources 0.4 $571k 80k 7.14
INC/TN shares Miller Energy 0.4 $493k 70k 7.04
American Electric Power Company (AEP) 0.4 $467k 10k 46.70
Sempra Energy (SRE) 0.3 $359k 4.0k 89.75
UIL Holdings Corporation 0.3 $349k 9.0k 38.78
TECO Energy 0.3 $328k 19k 17.26
Piedmont Natural Gas Company 0.3 $332k 10k 33.20
Spectra Energy 0.2 $249k 7.0k 35.57
National Fuel Gas (NFG) 0.2 $250k 3.5k 71.43
Middlesex Water Company (MSEX) 0.2 $224k 11k 20.98