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) | 13.1 | $13M | 152k | 85.77 | |
| Chesapeake Energy Corporation | 10.7 | $11M | 570k | 18.60 | |
| CF Industries Holdings (CF) | 7.0 | $7.0M | 36k | 193.75 | |
| Industries N shs - a - (LYB) | 5.7 | $5.6M | 140k | 40.27 | |
| Anadarko Petroleum Corporation | 5.7 | $5.6M | 85k | 66.20 | |
| Noble Energy | 5.6 | $5.6M | 66k | 84.82 | |
| Domtar Corp | 5.5 | $5.5M | 72k | 76.71 | |
| Energy Xxi | 5.2 | $5.2M | 166k | 31.29 | |
| Methanex Corp (MEOH) | 5.1 | $5.1M | 183k | 27.84 | |
| Western Refining | 5.0 | $5.0M | 224k | 22.27 | |
| Hollyfrontier Corp | 4.9 | $4.9M | 137k | 35.43 | |
| Cloud Peak Energy | 4.3 | $4.3M | 255k | 16.91 | |
| Cliffs Natural Resources | 3.6 | $3.6M | 73k | 49.30 | |
| EQT Corporation (EQT) | 3.6 | $3.6M | 67k | 53.63 | |
| International Paper Company (IP) | 3.5 | $3.5M | 121k | 28.91 | |
| Rock-Tenn Company | 2.7 | $2.7M | 49k | 54.55 | |
| Suncor Energy (SU) | 2.6 | $2.6M | 91k | 28.95 | |
| Noranda Aluminum Holding Corporation | 1.4 | $1.4M | 171k | 7.96 | |
| Petrologistics | 1.4 | $1.4M | 126k | 10.76 | |
| NRG Energy (NRG) | 1.1 | $1.1M | 64k | 17.36 | |
| Scorpio Tankers | 0.8 | $756k | 118k | 6.39 | |
| Mercer International (MERC) | 0.7 | $735k | 129k | 5.71 | |
| Suncoke Energy (SXC) | 0.6 | $633k | 43k | 14.66 |
