Oceanic Investment Management

Oceanic Investment Management as of Dec. 31, 2011

Portfolio Holdings for Oceanic Investment Management

Oceanic Investment Management holds 29 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
Carnival Corporation (CCL) 7.0 $20M 607k 32.64
Teekay Shipping Marshall Isl (TK) 6.9 $20M 732k 26.73
Cameron International Corporation 6.1 $18M 355k 49.19
Consolidated Edison (ED) 5.6 $16M 259k 62.03
Diana Shipping (DSX) 5.3 $15M 2.0M 7.48
Anadarko Petroleum Corporation 5.1 $15M 191k 76.33
Ens 5.0 $14M 306k 46.92
Noble Corporation Com Stk 4.7 $13M 439k 30.22
Nabors Industries 4.5 $13M 743k 17.34
Exxon Mobil Corporation (XOM) 4.3 $12M 143k 84.76
Halliburton Company (HAL) 3.9 $11M 325k 34.51
National-Oilwell Var 3.7 $11M 156k 67.99
Rowan Companies 3.7 $11M 346k 30.33
Royal Dutch Shell 3.6 $10M 141k 73.09
Royal Caribbean Cruises (RCL) 3.6 $10M 411k 24.77
Baker Hughes Incorporated 3.6 $10M 208k 48.64
Scorpio Tankers 3.4 $9.7M 2.0M 4.89
KBR (KBR) 3.4 $9.6M 346k 27.87
Golar Lng (GLNG) 2.9 $8.3M 188k 44.45
Chicago Bridge & Iron Company 2.5 $7.1M 187k 37.80
Noble Energy 2.1 $6.0M 64k 94.39
Basic Energy Services 2.1 $6.0M 305k 19.70
Babcock & Wilcox 1.7 $4.9M 202k 24.14
Hornbeck Offshore Services 1.6 $4.5M 146k 31.02
Baltic Trading 1.6 $4.5M 946k 4.75
JA Solar Holdings 1.4 $3.8M 2.9M 1.34
Genco Shipping & Trading Ltd note 5.000% 8/1 0.4 $1.3M 2.0M 0.63
Stealthgas (GASS) 0.2 $534k 138k 3.86
Genco Shipping & Trading 0.1 $338k 50k 6.76