TVR Capital Management as of Sept. 30, 2018
Portfolio Holdings for TVR Capital Management
TVR Capital Management holds 18 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinder Morgan (KMI) | 16.9 | $8.7M | 491k | 17.74 | |
| Rowan Companies | 15.0 | $7.7M | 410k | 18.84 | |
| Noble Corp Plc equity | 10.3 | $5.3M | 758k | 7.03 | |
| Tenaris (TS) | 8.9 | $4.6M | 137k | 33.52 | |
| Transocean (RIG) | 7.0 | $3.6M | 260k | 13.94 | |
| Ensco Plc Shs Class A | 6.3 | $3.2M | 384k | 8.45 | |
| Baker Hughes A Ge Company (BKR) | 5.3 | $2.8M | 81k | 33.80 | |
| NuStar Energy (NS) | 5.0 | $2.6M | 93k | 27.81 | |
| Golar Lng (GLNG) | 4.5 | $2.3M | 84k | 27.81 | |
| Dril-Quip (DRQ) | 4.5 | $2.3M | 45k | 52.21 | |
| Energy Transfer Partners | 2.9 | $1.5M | 68k | 22.23 | |
| Encana Corp | 2.7 | $1.4M | 106k | 13.10 | |
| Devon Energy Corporation (DVN) | 2.7 | $1.4M | 35k | 40.00 | |
| Enterprise Products Partners (EPD) | 2.5 | $1.3M | 45k | 28.69 | |
| Oceaneering International (OII) | 2.4 | $1.2M | 45k | 27.63 | |
| Williams Companies (WMB) | 1.6 | $817k | 30k | 27.23 | |
| Basic Energy Services | 1.0 | $525k | 53k | 9.99 | |
| Pembina Pipeline Corp (PBA) | 0.4 | $230k | 6.7k | 34.36 |
