Caymus Capital Partners as of Dec. 31, 2012
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 16 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 11.0 | $24M | 452k | 52.21 | |
| Pioneer Natural Resources (PXD) | 10.1 | $22M | 203k | 106.59 | |
| Anadarko Petroleum Corporation | 9.1 | $19M | 262k | 74.31 | |
| EQT Corporation (EQT) | 9.0 | $19M | 327k | 58.98 | |
| Cimarex Energy | 8.3 | $18M | 307k | 57.73 | |
| Northern Oil & Gas | 8.1 | $17M | 1.0M | 16.82 | |
| Whiting Petroleum Corporation | 7.8 | $17M | 387k | 43.37 | |
| Rosetta Resources | 7.5 | $16M | 356k | 45.32 | |
| Wpx Energy | 5.5 | $12M | 790k | 14.88 | |
| Marathon Oil Corporation (MRO) | 4.9 | $11M | 346k | 30.66 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.3 | $9.3M | 186k | 49.74 | |
| Newfield Exploration | 4.2 | $9.0M | 335k | 26.78 | |
| Comstock Resources | 3.9 | $8.4M | 553k | 15.12 | |
| Laredo Petroleum Holdings | 2.9 | $6.2M | 342k | 18.16 | |
| Suncor Energy (SU) | 2.1 | $4.6M | 140k | 32.98 | |
| Carrizo Oil & Gas | 1.4 | $3.0M | 142k | 20.92 |
