Oceanic Investment Management

Oceanic Investment Management as of Dec. 31, 2012

Portfolio Holdings for Oceanic Investment Management

Oceanic Investment Management holds 28 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Scorpio Tankers 11.6 $20M 2.8M 7.11
Diana Shipping (DSX) 8.1 $14M 1.9M 7.30
Phillips 66 (PSX) 7.3 $13M 238k 53.10
Transocean (RIG) 7.1 $12M 275k 44.66
Cameron International Corporation 5.8 $10M 179k 56.46
Rowan Companies 5.2 $9.0M 288k 31.27
Foster Wheeler Ltd Com Stk 4.8 $8.3M 341k 24.32
Cobalt Intl Energy 4.2 $7.2M 295k 24.56
First Solar (FSLR) 4.1 $7.1M 231k 30.86
Ship Finance Intl 4.0 $6.9M 417k 16.63
Anadarko Petroleum Corporation 3.5 $6.1M 82k 74.31
FMC Technologies 3.4 $5.9M 139k 42.83
Pacific Drilling Sa 3.4 $5.9M 622k 9.44
Noble Corporation Com Stk 3.0 $5.3M 152k 34.82
Cummins (CMI) 2.9 $5.1M 47k 108.34
BHP Billiton (BHP) 2.9 $5.0M 64k 78.43
Ocean Rig Udw 2.8 $4.9M 328k 14.93
Petroleo Brasileiro SA (PBR) 2.8 $4.8M 247k 19.47
Caterpillar (CAT) 2.5 $4.4M 49k 89.61
Sunpower (SPWR) 2.4 $4.2M 745k 5.62
Golar Lng (GLNG) 2.2 $3.9M 106k 36.78
Trina Solar 1.5 $2.6M 602k 4.34
Safe Bulkers Inc Com Stk (SB) 1.1 $1.8M 543k 3.36
Yingli Green Energy Hold 1.0 $1.8M 769k 2.35
Ja Solar Holdings Co Ltd spon adr rep5ord 1.0 $1.8M 413k 4.27
Baltic Trading 0.6 $1.1M 361k 2.98
Gaslog 0.5 $858k 69k 12.43
Genco Shipping & Trading Ltd note 5.000% 8/1 0.4 $720k 2.0M 0.36