Oceanic Investment Management as of Dec. 31, 2012
Portfolio Holdings for Oceanic Investment Management
Oceanic Investment Management holds 28 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Scorpio Tankers | 11.6 | $20M | 2.8M | 7.11 | |
Diana Shipping (DSX) | 8.1 | $14M | 1.9M | 7.30 | |
Phillips 66 (PSX) | 7.3 | $13M | 238k | 53.10 | |
Transocean (RIG) | 7.1 | $12M | 275k | 44.66 | |
Cameron International Corporation | 5.8 | $10M | 179k | 56.46 | |
Rowan Companies | 5.2 | $9.0M | 288k | 31.27 | |
Foster Wheeler Ltd Com Stk | 4.8 | $8.3M | 341k | 24.32 | |
Cobalt Intl Energy | 4.2 | $7.2M | 295k | 24.56 | |
First Solar (FSLR) | 4.1 | $7.1M | 231k | 30.86 | |
Ship Finance Intl | 4.0 | $6.9M | 417k | 16.63 | |
Anadarko Petroleum Corporation | 3.5 | $6.1M | 82k | 74.31 | |
FMC Technologies | 3.4 | $5.9M | 139k | 42.83 | |
Pacific Drilling Sa | 3.4 | $5.9M | 622k | 9.44 | |
Noble Corporation Com Stk | 3.0 | $5.3M | 152k | 34.82 | |
Cummins (CMI) | 2.9 | $5.1M | 47k | 108.34 | |
BHP Billiton (BHP) | 2.9 | $5.0M | 64k | 78.43 | |
Ocean Rig Udw | 2.8 | $4.9M | 328k | 14.93 | |
Petroleo Brasileiro SA (PBR) | 2.8 | $4.8M | 247k | 19.47 | |
Caterpillar (CAT) | 2.5 | $4.4M | 49k | 89.61 | |
Sunpower (SPWRQ) | 2.4 | $4.2M | 745k | 5.62 | |
Golar Lng (GLNG) | 2.2 | $3.9M | 106k | 36.78 | |
Trina Solar | 1.5 | $2.6M | 602k | 4.34 | |
Safe Bulkers Inc Com Stk (SB) | 1.1 | $1.8M | 543k | 3.36 | |
Yingli Green Energy Hold | 1.0 | $1.8M | 769k | 2.35 | |
Ja Solar Holdings Co Ltd spon adr rep5ord | 1.0 | $1.8M | 413k | 4.27 | |
Baltic Trading | 0.6 | $1.1M | 361k | 2.98 | |
Gaslog | 0.5 | $858k | 69k | 12.43 | |
Genco Shipping & Trading Ltd note 5.000% 8/1 | 0.4 | $720k | 2.0M | 0.36 |