TVR Capital Management as of June 30, 2018
Portfolio Holdings for TVR Capital Management
TVR Capital Management holds 19 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinder Morgan (KMI) | 14.0 | $7.3M | 412k | 17.67 | |
| Tenaris (TS) | 11.1 | $5.8M | 158k | 36.39 | |
| Cimarex Energy | 11.0 | $5.7M | 57k | 101.75 | |
| Transocean (RIG) | 10.6 | $5.5M | 409k | 13.44 | |
| Halliburton Company (HAL) | 10.4 | $5.4M | 120k | 45.06 | |
| Ensco Plc Shs Class A | 6.2 | $3.2M | 446k | 7.26 | |
| Rowan Companies | 5.9 | $3.1M | 189k | 16.22 | |
| Devon Energy Corporation (DVN) | 5.1 | $2.6M | 60k | 43.94 | |
| Noble Corp Plc equity | 4.8 | $2.5M | 393k | 6.33 | |
| NuStar Energy (NS) | 3.9 | $2.0M | 90k | 22.65 | |
| Centennial Resource Developmen cs | 3.8 | $2.0M | 108k | 18.05 | |
| Anadarko Petroleum Corporation | 3.1 | $1.6M | 22k | 73.24 | |
| Candj Energy Svcs | 3.1 | $1.6M | 69k | 23.61 | |
| Semgroup Corp cl a | 1.8 | $959k | 38k | 25.38 | |
| Diamond Offshore Drilling | 1.8 | $929k | 45k | 20.87 | |
| Golar Lng (GLNG) | 1.7 | $883k | 30k | 29.43 | |
| Ocean Rig Udw | 1.0 | $527k | 18k | 29.45 | |
| Pembina Pipeline Corp (PBA) | 0.4 | $230k | 6.7k | 34.36 | |
| NuStar GP Holdings | 0.2 | $125k | 10k | 12.52 |
