Bocage Capital as of Dec. 31, 2013
Portfolio Holdings for Bocage Capital
Bocage Capital holds 11 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CF Industries Holdings (CF) | 21.7 | $31M | 134k | 233.04 | |
| Marathon Petroleum Corp (MPC) | 18.0 | $26M | 282k | 91.73 | |
| Industries N shs - a - (LYB) | 11.4 | $16M | 204k | 80.28 | |
| Rock-Tenn Company | 8.8 | $13M | 121k | 105.01 | |
| Cabot Oil & Gas Corporation (CTRA) | 7.7 | $11M | 283k | 38.76 | |
| Sibanye Gold | 7.0 | $10M | 2.1M | 4.81 | |
| Gran Tierra Energy | 6.1 | $8.7M | 1.2M | 7.31 | |
| NRG Energy (NRG) | 5.9 | $8.5M | 295k | 28.72 | |
| Tesoro Corporation | 5.8 | $8.3M | 142k | 58.50 | |
| Eastman Chemical Company (EMN) | 4.5 | $6.5M | 81k | 80.70 | |
| Graphic Packaging Holding Company (GPK) | 3.1 | $4.5M | 465k | 9.60 |
