Longbow Capital Partners

Longbow Capital Partners as of June 30, 2014

Portfolio Holdings for Longbow Capital Partners

Longbow Capital Partners holds 34 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NiSource (NI) 13.1 $18M 453k 39.34
Semgroup Corp Cla 11.9 $16M 204k 78.85
Nextera Energy (NEE) 10.1 $14M 134k 102.48
Kansas City Southern Com New 9.1 $12M 114k 107.51
Sempra Energy (SRE) 8.7 $12M 113k 104.71
Westlake Chemical Corporation (WLK) 7.1 $9.7M 115k 83.76
United Rentals (URI) 6.1 $8.3M 79k 104.73
Advanced Emissions (ARQ) 5.6 $7.6M 332k 22.93
Enlink Midstream Com Unit Rep Ltd (ENLC) 5.5 $7.5M 181k 41.66
Air Products & Chemicals (APD) 5.2 $7.0M 55k 128.63
Cst Brands 3.3 $4.5M 131k 34.50
Crestwood Equity Partners Unt Ltd Partner Call Option 1.9 $2.6M 177k 14.87
Eagle Materials (EXP) 1.6 $2.1M 23k 94.28
Forest Oil Corp Com Par $0.01 1.4 $1.9M 841k 2.28
Nrg Energy Com New (NRG) 0.9 $1.2M 33k 37.19
Xpo Logistics Inc equity (XPO) 0.9 $1.2M 41k 28.61
Platform Specialty Prods Cor 0.8 $1.1M 41k 28.03
Allete Com New (ALE) 0.8 $1.1M 22k 51.35
Cleco Corporation 0.5 $707k 12k 58.92
Dominion Resources (D) 0.5 $679k 9.5k 71.47
Kirby Corporation (KEX) 0.5 $652k 5.6k 117.12
CMS Energy Corporation (CMS) 0.5 $639k 21k 31.17
Pinnacle West Capital Corporation (PNW) 0.5 $636k 11k 57.82
PNM Resources (TXNM) 0.5 $616k 21k 29.33
Otter Tail Corporation (OTTR) 0.4 $576k 19k 30.32
Southwest Gas Corporation (SWX) 0.4 $528k 10k 52.80
MGE Energy (MGEE) 0.3 $474k 12k 39.50
Newpark Res Com Par $.01 New 0.3 $461k 37k 12.47
WGL Holdings 0.3 $431k 10k 43.10
Aqua America 0.3 $393k 15k 26.20
SJW (SJW) 0.3 $391k 14k 27.20
Cal Dive International (CDVIQ) 0.3 $376k 285k 1.32
Laclede 0.2 $246k 5.1k 48.47
Arch Coal Call Option 0.1 $174k 48k 3.65