Bocage Capital as of March 31, 2013
Portfolio Holdings for Bocage Capital
Bocage Capital holds 25 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anadarko Petroleum Corporation | 9.3 | $45M | 512k | 87.45 | |
| Freeport-McMoRan Copper & Gold (FCX) | 9.2 | $44M | 1.3M | 33.10 | |
| Rock-Tenn Company | 7.5 | $36M | 388k | 92.79 | |
| Suncor Energy (SU) | 7.3 | $35M | 1.2M | 30.01 | |
| Energy Xxi | 6.6 | $32M | 1.2M | 27.22 | |
| Chesapeake Energy Corporation | 4.9 | $24M | 1.2M | 20.41 | |
| United States Steel Corporation (X) | 4.9 | $23M | 1.2M | 19.50 | |
| QEP Resources | 4.2 | $20M | 634k | 31.84 | |
| Noble Energy | 3.8 | $18M | 156k | 115.66 | |
| Marathon Oil Corporation (MRO) | 3.7 | $18M | 525k | 33.72 | |
| Marathon Petroleum Corp (MPC) | 3.6 | $18M | 196k | 89.60 | |
| Valero Energy Corporation (VLO) | 3.4 | $17M | 362k | 45.49 | |
| Western Refining | 3.3 | $16M | 444k | 35.41 | |
| Cloud Peak Energy | 3.2 | $16M | 831k | 18.78 | |
| Domtar Corp | 3.2 | $16M | 199k | 77.62 | |
| Hollyfrontier Corp | 3.2 | $15M | 297k | 51.45 | |
| Eastman Chemical Company (EMN) | 3.0 | $14M | 206k | 69.87 | |
| Sanderson Farms | 2.6 | $13M | 231k | 54.62 | |
| Nucor Corporation (NUE) | 2.5 | $12M | 255k | 46.15 | |
| Rosetta Resources | 2.4 | $11M | 240k | 47.58 | |
| Alon Usa Partners Lp ut ltdpart int | 2.3 | $11M | 422k | 26.62 | |
| Dominion Diamond Corp foreign | 2.3 | $11M | 681k | 16.33 | |
| InterOil Corporation | 1.5 | $7.3M | 95k | 76.11 | |
| Graphic Packaging Holding Company (GPK) | 1.2 | $5.7M | 759k | 7.49 | |
| Gran Tierra Energy | 0.9 | $4.5M | 774k | 5.88 |
