Caymus Capital Partners as of Sept. 30, 2019
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Encana Corp | 9.6 | $31M | 6.6M | 4.60 | |
| Cabot Oil & Gas Corporation (CTRA) | 8.3 | $26M | 1.5M | 17.57 | |
| EOG Resources (EOG) | 8.0 | $25M | 341k | 74.22 | |
| Marathon Oil Corporation (MRO) | 7.9 | $25M | 2.0M | 12.27 | |
| Murphy Oil Corporation (MUR) | 7.7 | $24M | 1.1M | 22.11 | |
| Devon Energy Corporation (DVN) | 6.8 | $22M | 893k | 24.06 | |
| ConocoPhillips (COP) | 6.6 | $21M | 366k | 56.98 | |
| Cnx Resources Corporation (CNX) | 4.5 | $14M | 2.0M | 7.26 | |
| Canadian Natural Resources (CNQ) | 4.3 | $14M | 514k | 26.62 | |
| Continental Resources | 4.0 | $13M | 409k | 30.79 | |
| Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) | 3.8 | $12M | 1.1M | 11.10 | |
| Berry Pete Corp (BRY) | 3.5 | $11M | 1.2M | 9.36 | |
| Talos Energy (TALO) | 2.8 | $8.7M | 428k | 20.33 | |
| Comstock Resources (CRK) | 2.2 | $6.9M | 881k | 7.79 | |
| Imperial Oil (IMO) | 2.1 | $6.5M | 251k | 26.06 | |
| Range Resources (RRC) | 1.9 | $6.2M | 1.6M | 3.82 | |
| Suncor Energy (SU) | 1.8 | $5.7M | 182k | 31.58 | |
| Cenovus Energy (CVE) | 1.8 | $5.6M | 600k | 9.39 | |
| Pdc Energy | 1.8 | $5.6M | 201k | 27.75 | |
| Cimarex Energy | 1.7 | $5.4M | 112k | 47.94 | |
| Concho Resources | 1.6 | $5.1M | 75k | 67.91 | |
| Baytex Energy Corp (BTE) | 1.4 | $4.3M | 2.9M | 1.48 | |
| Penn Va | 1.4 | $4.3M | 147k | 29.07 | |
| Bonanza Creek Energy I | 1.3 | $4.2M | 186k | 22.39 | |
| Crescent Point Energy Trust (CPG) | 1.1 | $3.4M | 803k | 4.27 | |
| Laredo Petroleum Holdings | 1.0 | $3.2M | 1.3M | 2.41 | |
| Gulfport Energy Corporation | 0.7 | $2.3M | 846k | 2.71 | |
| Vermilion Energy (VET) | 0.5 | $1.7M | 100k | 16.67 |
