Longbow Capital Partners

Longbow Capital Partners as of June 30, 2013

Portfolio Holdings for Longbow Capital Partners

Longbow Capital Partners holds 54 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nextera Energy (NEE) 7.6 $17M 208k 81.48
Ada-es 6.7 $15M 354k 42.12
Sempra Energy (SRE) 6.2 $14M 170k 81.76
NRG Energy (NRG) 6.2 $14M 517k 26.70
United Rentals (URI) 5.9 $13M 265k 49.91
Forest Oil Corporation 5.5 $12M 3.0M 4.09
Rockwood Holdings 4.7 $10M 163k 64.03
Westlake Chemical Corporation (WLK) 4.6 $10M 106k 96.41
Kirby Corporation (KEX) 4.3 $9.6M 121k 79.54
Solarcity 4.3 $9.5M 252k 37.75
Semgroup Corp cl a 4.0 $8.9M 166k 53.86
Crosstex Energy 3.3 $7.4M 374k 19.76
Just Energy Group 2.8 $6.3M 1.1M 5.95
Cooper Tire & Rubber Company 2.6 $5.7M 173k 33.17
Spectra Energy 2.2 $5.0M 145k 34.46
Sunedison 2.2 $4.8M 590k 8.17
Goodyear Tire & Rubber Company (GT) 2.1 $4.6M 303k 15.30
EV Energy Partners 2.0 $4.4M 119k 37.37
Headwaters Incorporated 1.9 $4.1M 465k 8.84
Dominion Resources (D) 1.8 $4.0M 71k 56.82
National Fuel Gas (NFG) 1.8 $4.0M 69k 57.96
Mueller Water Products (MWA) 1.3 $2.8M 409k 6.91
Cal Dive International (CDVIQ) 1.2 $2.6M 1.4M 1.88
Helix Energy Solutions (HLX) 1.1 $2.5M 39k 64.40
UGI Corporation (UGI) 1.1 $2.5M 63k 39.12
NorthWestern Corporation (NWE) 1.1 $2.4M 59k 39.90
Hercules Offshore 1.0 $2.2M 306k 7.04
Southwest Gas Corporation (SWX) 0.9 $2.1M 44k 46.79
Great Plains Energy Incorporated 0.7 $1.6M 70k 22.54
Northwest Natural Gas 0.7 $1.6M 37k 42.49
Whiting Petroleum Corporation 0.7 $1.5M 32k 46.13
Pvr Partners 0.7 $1.5M 55k 27.31
Westar Energy 0.7 $1.5M 46k 31.96
Parker Drilling Company 0.6 $1.4M 276k 4.98
Oiltanking Partners L P unit 0.6 $1.3M 25k 50.80
NiSource (NI) 0.5 $1.1M 40k 28.65
Crosstex Energy 0.5 $1.1M 53k 20.62
Energen Corporation 0.4 $899k 17k 52.27
USG Corporation 0.4 $859k 37k 23.04
Clean Harbors (CLH) 0.3 $758k 15k 50.53
Piedmont Natural Gas Company 0.3 $719k 21k 33.76
Talisman Energy Inc Com Stk 0.3 $694k 61k 11.43
Northeast Utilities System 0.3 $630k 15k 42.00
Equal Energy 0.3 $619k 153k 4.04
Ultra Petroleum 0.3 $595k 30k 19.83
EnerNOC 0.3 $597k 45k 13.27
Middlesex Water Company (MSEX) 0.2 $538k 27k 19.93
Great Lakes Dredge & Dock Corporation (GLDD) 0.2 $469k 60k 7.82
Stone Energy Corporation 0.1 $330k 15k 22.00
PPL Corporation (PPL) 0.1 $303k 10k 30.30
Semgroup Corp wts 0.1 $305k 10k 30.50
SandRidge Energy 0.1 $244k 51k 4.77
Walter Energy 0.1 $202k 20k 10.36
James River Coal Company 0.1 $119k 65k 1.83