Caymus Capital Partners as of June 30, 2015
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 20 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EQT Corporation (EQT) | 11.5 | $51M | 632k | 81.34 | |
| Continental Resources | 10.1 | $45M | 1.1M | 42.39 | |
| Oasis Petroleum | 9.0 | $40M | 2.5M | 15.85 | |
| Cimarex Energy | 8.0 | $36M | 324k | 110.31 | |
| Parsley Energy Inc-class A | 7.7 | $34M | 2.0M | 17.42 | |
| Laredo Petroleum Holdings | 5.7 | $25M | 2.0M | 12.58 | |
| SM Energy (SM) | 5.2 | $23M | 505k | 46.12 | |
| Pioneer Natural Resources (PXD) | 4.8 | $21M | 154k | 138.69 | |
| Pdc Energy | 4.5 | $20M | 372k | 53.64 | |
| Encana Corp | 4.3 | $19M | 1.7M | 11.02 | |
| QEP Resources | 4.2 | $19M | 1.0M | 18.51 | |
| Hess (HES) | 4.1 | $18M | 273k | 66.88 | |
| Rice Energy | 3.9 | $17M | 824k | 20.83 | |
| Newfield Exploration | 3.5 | $16M | 430k | 36.12 | |
| Memorial Resource Development | 3.4 | $15M | 804k | 18.97 | |
| Devon Energy Corporation (DVN) | 3.1 | $14M | 229k | 59.49 | |
| Range Resources (RRC) | 2.9 | $13M | 261k | 49.38 | |
| Cenovus Energy (CVE) | 2.0 | $8.7M | 545k | 16.01 | |
| Antero Res (AR) | 1.9 | $8.6M | 251k | 34.34 | |
| Callon Pete Co Del Com Stk | 0.3 | $1.5M | 179k | 8.32 |
