Longbow Capital Partners as of Dec. 31, 2014
Portfolio Holdings for Longbow Capital Partners
Longbow Capital Partners holds 21 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dominion Resources (D) | 13.1 | $8.1M | 106k | 76.90 | |
| Sempra Energy (SRE) | 12.6 | $7.8M | 70k | 111.36 | |
| NiSource (NI) | 9.6 | $5.9M | 140k | 42.42 | |
| Goodyear Tire & Rubber Company (GT) | 8.3 | $5.1M | 180k | 28.57 | |
| Air Products & Chemicals (APD) | 7.8 | $4.8M | 33k | 144.22 | |
| Kansas City Southern | 7.1 | $4.4M | 36k | 122.03 | |
| United Rentals (URI) | 6.9 | $4.3M | 42k | 102.00 | |
| Xpo Logistics Inc equity (XPO) | 5.1 | $3.1M | 77k | 40.89 | |
| Southwest Gas Corporation (SWX) | 5.0 | $3.1M | 51k | 61.80 | |
| Allete (ALE) | 4.9 | $3.0M | 55k | 55.15 | |
| CMS Energy Corporation (CMS) | 4.5 | $2.8M | 81k | 34.75 | |
| PNM Resources (TXNM) | 2.8 | $1.7M | 59k | 29.62 | |
| Semgroup Corp cl a | 2.1 | $1.3M | 19k | 68.38 | |
| Otter Tail Corporation (OTTR) | 1.9 | $1.2M | 39k | 30.95 | |
| Nextera Energy (NEE) | 1.9 | $1.2M | 11k | 106.29 | |
| AGL Resources | 1.9 | $1.2M | 22k | 54.51 | |
| Questar Corporation | 1.7 | $1.1M | 43k | 25.27 | |
| CenterPoint Energy (CNP) | 1.4 | $843k | 36k | 23.42 | |
| Spectra Energy | 0.8 | $490k | 14k | 36.30 | |
| Cleco Corporation | 0.4 | $273k | 5.0k | 54.60 | |
| SJW (SJW) | 0.0 | $11k | 346.00 | 31.79 |
