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 | $19M | 249k | 76.01 | |
| Chesapeake Energy Corporation | 11.7 | $15M | 650k | 23.17 | |
| Occidental Petroleum Corporation (OXY) | 7.3 | $9.4M | 99k | 95.23 | |
| Anadarko Petroleum Corporation | 7.0 | $8.9M | 114k | 78.34 | |
| Energy Xxi | 6.8 | $8.8M | 243k | 36.11 | |
| Cliffs Natural Resources | 6.7 | $8.6M | 125k | 69.26 | |
| Domtar Corp | 6.2 | $8.0M | 84k | 95.38 | |
| Noble Energy | 5.4 | $7.0M | 71k | 97.77 | |
| Methanex Corp (MEOH) | 4.6 | $5.9M | 182k | 32.43 | |
| Industries N shs - a - (LYB) | 4.2 | $5.3M | 122k | 43.65 | |
| Frontline Limited Usd2.5 | 3.8 | $4.9M | 632k | 7.70 | |
| Western Refining | 3.0 | $3.9M | 206k | 18.82 | |
| Hollyfrontier Corp | 3.0 | $3.8M | 118k | 32.15 | |
| Transocean (RIG) | 2.8 | $3.5M | 65k | 54.70 | |
| Marathon Petroleum Corp (MPC) | 2.4 | $3.0M | 70k | 43.36 | |
| Suncor Energy (SU) | 2.3 | $3.0M | 91k | 32.70 | |
| Arch Coal | 1.8 | $2.3M | 216k | 10.71 | |
| Marathon Oil Corporation (MRO) | 1.5 | $1.9M | 60k | 31.71 | |
| CVR Energy (CVI) | 1.4 | $1.8M | 67k | 26.75 | |
| Suncoke Energy (SXC) | 0.9 | $1.1M | 79k | 14.20 | |
| Mercer International (MERC) | 0.9 | $1.1M | 138k | 7.99 | |
| Patriot Coal Corp | 0.8 | $997k | 160k | 6.24 | |
| Scorpio Tankers | 0.4 | $567k | 80k | 7.06 | |
| Noranda Aluminum Holding Corporation | 0.4 | $555k | 56k | 9.97 |
