Bocage Capital as of Sept. 30, 2013
Portfolio Holdings for Bocage Capital
Bocage Capital holds 13 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CF Industries Holdings (CF) | 19.9 | $38M | 178k | 210.83 | |
| Anadarko Petroleum Corporation | 16.0 | $30M | 324k | 92.99 | |
| Industries N shs - a - (LYB) | 10.5 | $20M | 270k | 73.23 | |
| Eastman Chemical Company (EMN) | 10.2 | $19M | 247k | 77.90 | |
| Rock-Tenn Company | 9.4 | $18M | 175k | 101.27 | |
| Hollyfrontier Corp | 6.0 | $11M | 270k | 42.11 | |
| Graphic Packaging Holding Company (GPK) | 5.8 | $11M | 1.3M | 8.56 | |
| Tesoro Corporation | 5.8 | $11M | 249k | 43.98 | |
| Gran Tierra Energy | 5.8 | $11M | 1.5M | 7.09 | |
| Marathon Petroleum Corp (MPC) | 5.8 | $11M | 170k | 64.32 | |
| Gerdau SA (GGB) | 3.9 | $7.2M | 971k | 7.46 | |
| Sibanye Gold | 0.4 | $772k | 148k | 5.21 | |
| iShares Silver Trust (SLV) | 0.3 | $636k | 31k | 20.89 |
