Vollero Beach Capital Partners

Vollero Beach Capital Partners as of Dec. 31, 2011

Portfolio Holdings for Vollero Beach Capital Partners

Vollero Beach Capital Partners holds 59 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
Anadarko Petroleum Corporation 8.8 $31M 409k 76.33
Weatherford International Lt reg 4.5 $16M 1.1M 14.64
Halliburton Company (HAL) 3.4 $12M 351k 34.51
Hess (HES) 3.3 $12M 205k 56.80
Pioneer Natural Resources (PXD) 3.0 $11M 122k 89.48
SPDR S&P Oil & Gas Explore & Prod. 3.0 $11M 200k 52.69
Nabors Industries 2.9 $10M 591k 17.34
KBR (KBR) 2.9 $10M 364k 27.87
Oil States International (OIS) 2.7 $9.6M 126k 76.37
Key Energy Services 2.7 $9.6M 619k 15.47
Canadian Natural Resources (CNQ) 2.3 $8.1M 217k 37.37
Helmerich & Payne (HP) 2.1 $7.6M 131k 58.36
Occidental Petroleum Corporation (OXY) 2.1 $7.6M 81k 93.70
EQT Corporation (EQT) 2.1 $7.5M 137k 54.79
Jacobs Engineering 2.1 $7.4M 182k 40.58
Navistar Intl Corp pfd sr d conv 2.0 $7.3M 192k 37.88
Newfield Exploration 2.0 $7.2M 192k 37.73
Eaton Corporation 2.0 $7.1M 163k 43.53
EOG Resources (EOG) 2.0 $7.1M 72k 98.52
Steel Dynamics (STLD) 2.0 $7.0M 534k 13.15
Energy Select Sector SPDR (XLE) 1.9 $6.9M 100k 69.13
Talisman Energy Inc Com Stk 1.8 $6.5M 510k 12.75
Plains Exploration & Production Company 1.7 $6.0M 164k 36.72
AGCO Corporation (AGCO) 1.7 $5.9M 138k 42.97
Northern Oil & Gas 1.6 $5.9M 246k 23.98
Potash Corp. Of Saskatchewan I 1.6 $5.7M 139k 41.28
AK Steel Holding Corporation 1.6 $5.7M 685k 8.26
Whiting Petroleum Corporation 1.6 $5.5M 118k 46.69
SM Energy (SM) 1.5 $5.2M 71k 73.10
Cummins (CMI) 1.4 $5.1M 58k 88.02
Lufkin Industries 1.4 $5.1M 75k 67.32
Titan International (TWI) 1.4 $4.9M 254k 19.46
Joy Global 1.4 $4.9M 65k 74.98
Berry Petroleum Company 1.4 $4.8M 115k 42.02
Tenaris (TS) 1.3 $4.8M 128k 37.18
United States Steel Corporation (X) 1.3 $4.6M 174k 26.46
CF Industries Holdings (CF) 1.2 $4.4M 30k 144.98
Stone Energy Corporation 1.2 $4.4M 166k 26.38
Kirby Corporation (KEX) 1.2 $4.3M 65k 65.85
Terex Corporation (TEX) 1.2 $4.3M 316k 13.51
McDermott International 1.2 $4.2M 364k 11.51
SandRidge Energy 1.1 $3.9M 475k 8.16
Noble Energy 1.0 $3.4M 114k 30.22
Rowan Companies 0.9 $3.1M 103k 30.33
Methanex Corp (MEOH) 0.8 $2.9M 129k 22.82
Flotek Industries 0.8 $2.8M 277k 9.96
Laredo Petroleum Holdings 0.7 $2.6M 117k 22.30
Gulfport Energy Corporation 0.7 $2.4M 82k 29.45
Golar Lng (GLNG) 0.7 $2.3M 53k 44.45
Superior Energy Services 0.7 $2.3M 82k 28.44
Magnum Hunter Resources Corporation 0.6 $2.2M 417k 5.39
Huntsman Corporation (HUN) 0.6 $2.2M 223k 10.00
Westlake Chemical Corporation (WLK) 0.6 $2.2M 54k 40.24
Pacific Drilling Sa 0.6 $2.1M 222k 9.30
Robbins & Myers 0.5 $1.9M 40k 48.55
Rex Energy Corporation 0.5 $1.7M 114k 14.76
Newpark Resources (NR) 0.4 $1.4M 144k 9.50
Kosmos Energy 0.3 $1.2M 99k 12.26
Vantage Drilling Company ord (VTGDF) 0.3 $1.1M 927k 1.16