Oceanic Investment Management

Oceanic Investment Management as of Sept. 30, 2013

Portfolio Holdings for Oceanic Investment Management

Oceanic Investment Management holds 22 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
EOG Resources (EOG) 10.1 $24M 140k 169.28
Scorpio Tankers 8.1 $19M 2.0M 9.76
Anadarko Petroleum Corporation 7.6 $18M 194k 92.99
Rowan Companies 6.7 $16M 432k 36.72
Schlumberger (SLB) 5.7 $14M 153k 88.36
First Solar (FSLR) 5.5 $13M 321k 40.21
Canadian Solar (CSIQ) 4.9 $12M 681k 16.99
Safe Bulkers Inc Com Stk (SB) 4.5 $11M 1.6M 6.80
Gaslog 4.3 $10M 679k 14.93
Chicago Bridge & Iron Company 4.1 $9.7M 144k 67.77
Pacific Drilling Sa 4.0 $9.4M 845k 11.08
Ensco Plc Shs Class A 3.9 $9.3M 173k 53.75
Baltic Trading 3.7 $8.7M 1.8M 4.89
MasTec (MTZ) 3.4 $8.1M 268k 30.30
Cameron International Corporation 3.4 $8.0M 137k 58.37
Navios Maritime Acquis Corp 3.3 $7.9M 2.1M 3.68
Clean Energy Fuels (CLNE) 3.3 $7.9M 615k 12.77
Dresser-Rand 3.2 $7.5M 121k 62.40
Cobalt Intl Energy 3.1 $7.4M 299k 24.86
Fuel Systems Solutions 2.8 $6.5M 331k 19.66
Cnooc 2.5 $5.8M 29k 201.81
Westport Innovations 1.9 $4.5M 185k 24.19