Oceanic Investment Management as of June 30, 2013
Portfolio Holdings for Oceanic Investment Management
Oceanic Investment Management holds 28 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scorpio Tankers SHS | 9.4 | $26M | 2.9M | 8.98 | |
| Sempra Energy (SRE) | 6.1 | $17M | 210k | 81.76 | |
| Cameron International Corporation | 6.0 | $17M | 274k | 61.16 | |
| Schlumberger (SLB) | 5.5 | $15M | 213k | 71.66 | |
| Anadarko Petroleum Corporation | 5.3 | $15M | 172k | 85.93 | |
| Carnival Corp Paired Ctf (CCL) | 5.0 | $14M | 409k | 34.29 | |
| First Solar (FSLR) | 4.9 | $14M | 307k | 44.81 | |
| Power-One | 4.4 | $12M | 2.0M | 6.32 | |
| Canadian Solar (CSIQ) | 4.3 | $12M | 1.1M | 10.99 | |
| Transocean Reg Shs (RIG) | 4.2 | $12M | 245k | 47.95 | |
| Cobalt Intl Energy | 3.7 | $10M | 384k | 26.57 | |
| Rowan Companies Shs Cl A | 3.6 | $10M | 299k | 34.07 | |
| Sunpower (SPWR) | 3.2 | $8.8M | 426k | 20.70 | |
| MasTec (MTZ) | 3.0 | $8.4M | 256k | 32.90 | |
| Safe Bulkers Inc Com Stk (SB) | 3.0 | $8.4M | 1.6M | 5.32 | |
| Chicago Bridge & Iron Co N V N Y Registry Sh | 2.9 | $8.2M | 137k | 59.66 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 2.8 | $7.9M | 246k | 31.89 | |
| Clean Energy Fuels (CLNE) | 2.8 | $7.8M | 588k | 13.20 | |
| Gardner Denver | 2.7 | $7.7M | 102k | 75.18 | |
| Dresser-Rand | 2.5 | $6.9M | 116k | 59.98 | |
| Baltic Trading | 2.5 | $6.9M | 1.9M | 3.71 | |
| Westport Innovations Com New | 2.1 | $5.9M | 177k | 33.53 | |
| Pacific Drilling Sa Luxembou Reg Shs | 2.1 | $5.9M | 601k | 9.78 | |
| Fuel Systems Solutions | 2.0 | $5.7M | 317k | 17.89 | |
| Ship Finance International L SHS | 1.8 | $5.1M | 343k | 14.84 | |
| Gaslog SHS | 1.6 | $4.5M | 349k | 12.80 | |
| Cnooc Sponsored Adr | 1.3 | $3.7M | 22k | 167.49 | |
| Kosmos Energy SHS | 1.2 | $3.3M | 322k | 10.16 |
