Bocage Capital as of March 31, 2012
Portfolio Holdings for Bocage Capital
Bocage Capital holds 24 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 |
|---|---|---|---|---|---|
| ConocoPhillips (COP) | 14.8 | $44M | 580k | 76.01 | |
| Chesapeake Energy Corporation | 11.7 | $35M | 1.5M | 23.17 | |
| Occidental Petroleum Corporation (OXY) | 7.3 | $22M | 230k | 95.23 | |
| Anadarko Petroleum Corporation | 7.0 | $21M | 266k | 78.34 | |
| Energy Xxi | 6.8 | $20M | 565k | 36.11 | |
| Cliffs Natural Resources | 6.8 | $20M | 291k | 69.26 | |
| Domtar Corp | 6.3 | $19M | 195k | 95.38 | |
| Noble Energy | 5.4 | $16M | 166k | 97.78 | |
| Methanex Corp (MEOH) | 4.6 | $14M | 425k | 32.43 | |
| Industries N shs - a - (LYB) | 4.2 | $12M | 284k | 43.65 | |
| Frontline Limited Usd2.5 | 3.6 | $11M | 1.4M | 7.69 | |
| Western Refining | 3.0 | $9.0M | 480k | 18.82 | |
| Hollyfrontier Corp | 3.0 | $8.8M | 275k | 32.15 | |
| Transocean (RIG) | 2.8 | $8.2M | 151k | 54.70 | |
| Marathon Petroleum Corp (MPC) | 2.4 | $7.1M | 163k | 43.36 | |
| Suncor Energy (SU) | 2.3 | $7.0M | 213k | 32.70 | |
| Arch Coal | 1.8 | $5.4M | 500k | 10.71 | |
| Marathon Oil Corporation (MRO) | 1.5 | $4.5M | 141k | 31.70 | |
| CVR Energy (CVI) | 1.4 | $4.2M | 155k | 26.75 | |
| Suncoke Energy (SXC) | 0.9 | $2.6M | 183k | 14.21 | |
| Mercer International (MERC) | 0.9 | $2.6M | 321k | 7.99 | |
| Patriot Coal Corp | 0.8 | $2.3M | 370k | 6.24 | |
| Scorpio Tankers | 0.4 | $1.3M | 187k | 7.06 | |
| Noranda Aluminum Holding Corporation | 0.4 | $1.3M | 130k | 9.97 |
