Bijou Capital Management as of March 31, 2012
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 | 17k | 71.13 | |
| Noble Energy | 8.9 | $1.2M | 12k | 97.79 | |
| Anadarko Petroleum Corporation | 8.7 | $1.2M | 15k | 78.34 | |
| Whiting Petroleum Corporation | 8.3 | $1.1M | 21k | 54.30 | |
| Pioneer Natural Resources (PXD) | 6.6 | $879k | 7.9k | 111.55 | |
| Ens | 6.2 | $834k | 16k | 52.94 | |
| Cobalt Intl Energy | 5.3 | $708k | 24k | 30.04 | |
| Southwestern Energy Company (SWN) | 4.5 | $600k | 20k | 30.61 | |
| Schlumberger (SLB) | 3.8 | $508k | 7.3k | 69.92 | |
| SM Energy (SM) | 3.7 | $494k | 7.0k | 70.77 | |
| Denbury Resources | 3.4 | $452k | 25k | 18.23 | |
| QEP Resources | 3.2 | $423k | 14k | 30.53 | |
| Plains Exploration & Production Company | 2.8 | $368k | 8.6k | 42.67 | |
| Talisman Energy Inc Com Stk | 2.7 | $363k | 29k | 12.62 | |
| Marathon Oil Corporation (MRO) | 2.5 | $328k | 10k | 31.67 | |
| Occidental Petroleum Corporation (OXY) | 2.3 | $313k | 3.3k | 95.14 | |
| Wpx Energy | 2.3 | $310k | 17k | 18.00 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.0 | $274k | 8.8k | 31.12 | |
| National-Oilwell Var | 1.9 | $252k | 3.2k | 79.57 | |
| Northern Oil & Gas | 1.9 | $251k | 12k | 20.73 | |
| Energy Xxi | 1.9 | $247k | 6.8k | 36.09 | |
| Hollyfrontier Corp | 1.7 | $223k | 6.9k | 32.11 | |
| Kodiak Oil & Gas | 1.6 | $219k | 22k | 9.95 | |
| Rex Energy Corporation | 1.4 | $185k | 17k | 10.68 | |
| Veno | 1.2 | $167k | 15k | 10.82 | |
| Forest Oil Corporation | 0.9 | $124k | 10k | 12.16 | |
| Harvest Natural Resources | 0.9 | $121k | 17k | 7.08 | |
| Hercules Offshore | 0.4 | $57k | 12k | 4.75 |
