Bocage Capital as of Sept. 30, 2016
Portfolio Holdings for Bocage Capital
Bocage Capital holds 16 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chesapeake Energy Corporation | 19.8 | $44M | 7.1M | 6.27 | |
| United States Steel Corporation | 17.8 | $40M | 2.1M | 18.86 | |
| Dynegy | 8.9 | $20M | 1.6M | 12.39 | |
| Encana Corp | 8.9 | $20M | 1.9M | 10.47 | |
| Cabot Oil & Gas Corporation (CTRA) | 8.0 | $18M | 689k | 25.80 | |
| CONSOL Energy | 5.7 | $13M | 656k | 19.20 | |
| Westrock (WRK) | 5.3 | $12M | 246k | 48.48 | |
| Axalta Coating Sys (AXTA) | 4.0 | $8.8M | 312k | 28.27 | |
| Ingevity (NGVT) | 3.9 | $8.6M | 187k | 46.10 | |
| Yamana Gold | 3.6 | $8.1M | 1.9M | 4.31 | |
| NRG Energy (NRG) | 3.6 | $8.0M | 718k | 11.21 | |
| Energen Corporation | 3.4 | $7.5M | 130k | 57.72 | |
| Rsp Permian | 3.0 | $6.6M | 171k | 38.78 | |
| Graphic Packaging Holding Company (GPK) | 2.2 | $4.9M | 352k | 13.99 | |
| Cloud Peak Energy | 2.0 | $4.5M | 830k | 5.44 | |
| Dynegy Inc New Del *w exp 99/99/999 | 0.0 | $39k | 241k | 0.16 |
