Bocage Capital as of June 30, 2013
Portfolio Holdings for Bocage Capital
Bocage Capital holds 23 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rio Tinto Sponsored Adr (RIO) | 11.7 | $63M | 1.5M | 41.08 | |
| Anadarko Petroleum Corporation | 11.4 | $62M | 720k | 85.93 | |
| Chesapeake Energy Corporation Put Option | 9.1 | $50M | 2.4M | 20.38 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 6.6 | $36M | 543k | 66.26 | |
| Rock-tenn Cl A | 5.1 | $28M | 275k | 99.88 | |
| AGCO Corporation (AGCO) | 5.0 | $27M | 545k | 50.19 | |
| QEP Resources | 4.9 | $27M | 953k | 27.78 | |
| Occidental Petroleum Corporation (OXY) | 4.3 | $23M | 262k | 89.23 | |
| Freeport-McMoRan Copper & Gold (FCX) | 4.3 | $23M | 837k | 27.61 | |
| Rosetta Resources | 4.2 | $23M | 534k | 42.52 | |
| Hollyfrontier Corp | 3.7 | $20M | 469k | 42.78 | |
| Sanderson Farms | 3.6 | $20M | 297k | 66.42 | |
| Tesoro Corporation | 3.1 | $17M | 318k | 52.32 | |
| Valero Energy Corporation (VLO) | 3.1 | $17M | 478k | 34.77 | |
| Marathon Petroleum Corp (MPC) | 3.0 | $16M | 228k | 71.06 | |
| Eastman Chemical Company (EMN) | 3.0 | $16M | 231k | 70.01 | |
| Huntsman Corporation (HUN) | 2.9 | $16M | 946k | 16.56 | |
| Graphic Packaging Holding Company (GPK) | 2.2 | $12M | 1.6M | 7.74 | |
| International Paper Company (IP) | 2.2 | $12M | 267k | 44.31 | |
| Gran Tierra Energy | 2.1 | $12M | 1.9M | 6.01 | |
| Dominion Diamond Corp foreign | 2.1 | $11M | 805k | 14.13 | |
| Western Refining | 2.0 | $11M | 395k | 28.07 | |
| CF Industries Holdings (CF) | 0.3 | $1.8M | 11k | 171.50 |
