Caymus Capital Partners

Caymus Capital Partners as of June 30, 2019

Portfolio Holdings for Caymus Capital Partners

Caymus Capital Partners holds 31 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Marathon Oil Corporation (MRO) 10.7 $49M 3.4M 14.21
Devon Energy Corporation (DVN) 10.7 $49M 1.7M 28.52
Murphy Oil Corporation (MUR) 9.8 $44M 1.8M 24.65
Range Resources (RRC) 7.1 $32M 4.6M 6.98
Cimarex Energy 6.4 $29M 493k 59.33
ConocoPhillips (COP) 5.3 $24M 398k 61.00
Pioneer Natural Resources (PXD) 3.5 $16M 105k 153.86
Imperial Oil (IMO) 3.3 $15M 536k 27.68
Continental Resources 3.2 $15M 347k 42.09
Canadian Natural Resources (CNQ) 2.8 $13M 477k 26.96
Cenovus Energy (CVE) 2.8 $13M 1.4M 8.82
Suncor Energy (SU) 2.7 $13M 400k 31.16
Vermilion Energy (VET) 2.6 $12M 546k 21.72
Talos Energy (TALO) 2.5 $12M 477k 24.05
Oasis Petroleum 2.5 $11M 2.0M 5.68
Kosmos Energy (KOS) 2.4 $11M 1.8M 6.27
Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) 2.4 $11M 951k 11.58
Enerplus Corp (ERF) 2.2 $10M 1.3M 7.52
Src Energy 2.2 $9.8M 2.0M 4.96
Pdc Energy 2.1 $9.7M 268k 36.06
Penn Va 2.1 $9.6M 312k 30.68
Bonanza Creek Energy I 1.8 $8.3M 395k 20.88
Cnx Resources Corporation (CNX) 1.7 $7.9M 1.1M 7.31
Extraction Oil And Gas 1.7 $7.7M 1.8M 4.33
Laredo Petroleum Holdings 1.3 $6.1M 2.1M 2.90
Wpx Energy 1.0 $4.6M 402k 11.51
Northern Oil & Gas 1.0 $4.4M 2.3M 1.93
Encana Corp 0.8 $3.5M 682k 5.13
Antero Res (AR) 0.6 $2.8M 503k 5.53
Whiting Petroleum Corp 0.5 $2.1M 114k 18.68
Unit Corporation 0.1 $449k 51k 8.89