Bocage Capital as of June 30, 2012
Portfolio Holdings for Bocage Capital
Bocage Capital holds 23 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Occidental Petroleum Corporation (OXY) | 13.0 | $34M | 400k | 85.77 | |
| Chesapeake Energy Corporation | 10.5 | $28M | 1.5M | 18.60 | |
| CF Industries Holdings (CF) | 6.9 | $18M | 94k | 193.74 | |
| Energy Xxi | 6.4 | $17M | 540k | 31.29 | |
| Industries N shs - a - (LYB) | 5.6 | $15M | 368k | 40.27 | |
| Anadarko Petroleum Corporation | 5.6 | $15M | 223k | 66.20 | |
| Noble Energy | 5.6 | $15M | 174k | 84.82 | |
| Domtar Corp | 5.5 | $15M | 189k | 76.71 | |
| Methanex Corp (MEOH) | 5.1 | $13M | 481k | 27.84 | |
| Western Refining | 5.0 | $13M | 590k | 22.27 | |
| Hollyfrontier Corp | 4.8 | $13M | 361k | 35.43 | |
| Cloud Peak Energy | 4.3 | $12M | 679k | 16.91 | |
| Cliffs Natural Resources | 3.6 | $9.5M | 192k | 49.29 | |
| EQT Corporation (EQT) | 3.5 | $9.4M | 175k | 53.63 | |
| International Paper Company (IP) | 3.5 | $9.2M | 317k | 28.91 | |
| Rock-Tenn Company | 2.6 | $7.0M | 129k | 54.55 | |
| Suncor Energy (SU) | 2.6 | $6.9M | 238k | 28.95 | |
| Petrologistics | 1.4 | $3.6M | 336k | 10.76 | |
| Noranda Aluminum Holding Corporation | 1.4 | $3.6M | 449k | 7.96 | |
| NRG Energy (NRG) | 1.1 | $2.9M | 168k | 17.36 | |
| Scorpio Tankers | 0.8 | $2.0M | 315k | 6.39 | |
| Mercer International (MERC) | 0.7 | $1.9M | 340k | 5.71 | |
| Suncoke Energy (SXC) | 0.6 | $1.7M | 114k | 14.65 |
