BP Capital Management as of Sept. 30, 2005
Portfolio Holdings for BP Capital Management
BP Capital Management holds 21 positions in its portfolio as reported in the September 2005 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Peabody Energy Corp | 11.6 | $116M | 1.4M | 84.35 | |
| Encana Corp | 9.9 | $99M | 1.7M | 58.31 | |
| Eog Res | 9.7 | $97M | 1.3M | 74.90 | |
| Consol Energy | 9.1 | $90M | 1.2M | 76.27 | |
| Massey Energy Corp | 8.5 | $85M | 1.7M | 51.07 | |
| QUICKSILVER Resources | 8.3 | $83M | 1.7M | 47.79 | |
| Arch Coal | 7.8 | $77M | 1.1M | 67.50 | |
| Suncor Energy | 7.7 | $76M | 1.3M | 60.53 | |
| Bj Svcs | 4.3 | $43M | 1.2M | 35.99 | |
| Tesoro Corp | 3.8 | $38M | 568k | 67.24 | |
| Valero Energy Corporation (VLO) | 2.5 | $25M | 223k | 113.06 | |
| Transocean Inc ord | 2.5 | $25M | 402k | 61.31 | |
| Globalsantafe Corp | 2.3 | $23M | 501k | 45.62 | |
| Bg Plc adr fin inst n | 2.3 | $23M | 473k | 47.69 | |
| Todco cl a | 1.9 | $19M | 456k | 41.71 | |
| Sunoco | 1.7 | $17M | 218k | 78.20 | |
| CABOT OIL & GAS Corp | 1.7 | $17M | 333k | 50.51 | |
| Jacobs Engineering | 1.4 | $14M | 200k | 67.40 | |
| Dresser-Rand | 1.2 | $12M | 480k | 24.63 | |
| Opti Canada | 1.2 | $12M | 349k | 33.96 | |
| Abb | 0.7 | $7.4M | 1.0M | 7.36 |
