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 | 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 | 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 |
