TVR Capital Management as of Dec. 31, 2018
Portfolio Holdings for TVR Capital Management
TVR Capital Management holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baker Hughes A Ge Company (BKR) | 18.7 | $11M | 499k | 21.51 | |
| Transocean (RIG) | 11.5 | $6.6M | 950k | 6.94 | |
| Ensco Plc Shs Class A | 11.2 | $6.5M | 1.8M | 3.56 | |
| Dril-Quip (DRQ) | 11.1 | $6.3M | 211k | 30.04 | |
| Devon Energy Corporation (DVN) | 10.8 | $6.2M | 274k | 22.54 | |
| Candj Energy Svcs | 10.3 | $5.9M | 440k | 13.50 | |
| Energy Transfer Equity (ET) | 10.3 | $5.9M | 447k | 13.21 | |
| Kinder Morgan (KMI) | 5.5 | $3.2M | 206k | 15.37 | |
| Oceaneering International (OII) | 4.2 | $2.4M | 200k | 12.11 | |
| Enterprise Products Partners (EPD) | 3.1 | $1.8M | 73k | 24.62 | |
| Patterson-UTI Energy (PTEN) | 1.8 | $1.0M | 100k | 10.34 | |
| Rowan Companies | 1.5 | $841k | 100k | 8.41 |
