Bijou Capital Management
Latest statistics and disclosures from Bijou Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DVN, Noble Energy, Anadarko Petroleum Corporation, Whiting Petroleum Corporation, Pioneer Natural Resources, and represent 41.52% of Bijou Capital Management's stock portfolio.
- Added to shares of these 10 stocks: DVN, Pioneer Natural Resources, Whiting Petroleum Corporation, Ens, Noble Energy, Southwestern Energy Company, Anadarko Petroleum Corporation, Denbury Resources, QEP Resources, Cobalt Intl Energy.
- Started 17 new stock positions in DVN, MRO, Pioneer Natural Resources, Southwestern Energy Company, Wpx Energy, CTRA, Ens, Talisman Energy Inc Com Stk, Forest Oil Corporation, QEP Resources. Energy Xxi, National-Oilwell Var, Hercules Offshore, Denbury Resources, Kodiak Oil & Gas, Hollyfrontier Corp, Rex Energy Corporation.
- Reduced shares in these 10 stocks: YPF, Chesapeake Energy Corporation, Apache Corporation, CVX, TTE, Sanchez Energy Corp C ommon stocks, SandRidge Energy, OXY, Advantage Oil & Gas, Plains Exploration & Production Company.
- Sold out of its positions in Advantage Oil & Gas, Apache Corporation, Chesapeake Energy Corporation, CVX, Sanchez Energy Corp C ommon stocks, SandRidge Energy, TTE, YPF.
- Bijou Capital Management was a net buyer of stock by $8.2M.
- Bijou Capital Management has $13M in assets under management (AUM), dropping by 174.27%.
- Central Index Key (CIK): 0001542376
Portfolio Holdings for Bijou Capital Management
Bijou Capital Management holds 28 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Devon Energy Corporation (DVN) | 9.0 | $1.2M | NEW | 17k | 71.13 |
|
| Noble Energy | 8.9 | $1.2M | +129% | 12k | 97.79 |
|
| Anadarko Petroleum Corporation | 8.7 | $1.2M | +92% | 15k | 78.34 |
|
| Whiting Petroleum Corporation | 8.3 | $1.1M | +335% | 21k | 54.30 |
|
| Pioneer Natural Resources | 6.6 | $879k | NEW | 7.9k | 111.55 |
|
| Ens | 6.2 | $834k | NEW | 16k | 52.94 |
|
| Cobalt Intl Energy | 5.3 | $708k | +124% | 24k | 30.04 |
|
| Southwestern Energy Company | 4.5 | $600k | NEW | 20k | 30.61 |
|
| Schlumberger (SLB) | 3.8 | $508k | +122% | 7.3k | 69.92 |
|
| SM Energy (SM) | 3.7 | $494k | +149% | 7.0k | 70.77 |
|
| Denbury Resources | 3.4 | $452k | NEW | 25k | 18.23 |
|
| QEP Resources | 3.2 | $423k | NEW | 14k | 30.53 |
|
| Plains Exploration & Production Company | 2.8 | $368k | -12% | 8.6k | 42.67 |
|
| Talisman Energy Inc Com Stk | 2.7 | $363k | NEW | 29k | 12.62 |
|
| Marathon Oil Corporation (MRO) | 2.5 | $328k | NEW | 10k | 31.67 |
|
| Occidental Petroleum Corporation (OXY) | 2.3 | $313k | -16% | 3.3k | 95.14 |
|
| Wpx Energy | 2.3 | $310k | NEW | 17k | 18.00 |
|
| Cabot Oil & Gas Corporation (CTRA) | 2.0 | $274k | NEW | 8.8k | 31.12 |
|
| National-Oilwell Var | 1.9 | $252k | NEW | 3.2k | 79.57 |
|
| Northern Oil & Gas | 1.9 | $251k | +34% | 12k | 20.73 |
|
| Energy Xxi | 1.9 | $247k | NEW | 6.8k | 36.09 |
|
| Hollyfrontier Corp | 1.7 | $223k | NEW | 6.9k | 32.11 |
|
| Kodiak Oil & Gas | 1.6 | $219k | NEW | 22k | 9.95 |
|
| Rex Energy Corporation | 1.4 | $185k | NEW | 17k | 10.68 |
|
| Veno | 1.2 | $167k | +37% | 15k | 10.82 |
|
| Forest Oil Corporation | 0.9 | $124k | NEW | 10k | 12.16 |
|
| Harvest Natural Resources | 0.9 | $121k | +37% | 17k | 7.08 |
|
| Hercules Offshore | 0.4 | $57k | NEW | 12k | 4.75 |
|
Past Filings by Bijou Capital Management
SEC 13F filings are viewable for Bijou Capital Management going back to 2011
- Bijou Capital Management 2012 Q1 filed May 15, 2012
- Bijou Capital Management 2011 Q4 filed Feb. 14, 2012