Viking Fund Management as of Dec. 31, 2012
Portfolio Holdings for Viking Fund Management
Viking Fund Management holds 42 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 |
|---|---|---|---|---|---|
| National-Oilwell Var | 5.5 | $26M | 376k | 68.35 | |
| Kodiak Oil & Gas | 5.3 | $25M | 2.8M | 8.85 | |
| Halliburton Company (HAL) | 5.1 | $24M | 692k | 34.69 | |
| Oasis Petroleum | 4.9 | $23M | 725k | 31.80 | |
| Whiting Petroleum Corporation | 4.5 | $21M | 492k | 43.37 | |
| Continental Resources | 4.3 | $20M | 278k | 73.49 | |
| Cameron International Corporation | 4.0 | $19M | 330k | 56.46 | |
| Trinity Industries (TRN) | 3.4 | $16M | 451k | 35.82 | |
| Kinder Morgan (KMI) | 3.2 | $15M | 420k | 35.33 | |
| Oil States International (OIS) | 3.1 | $15M | 203k | 71.54 | |
| Valero Energy Corporation (VLO) | 3.0 | $14M | 419k | 34.12 | |
| C&j Energy Services | 3.0 | $14M | 666k | 21.44 | |
| MDU Resources (MDU) | 2.8 | $13M | 614k | 21.24 | |
| Schlumberger (SLB) | 2.8 | $13M | 188k | 69.29 | |
| Williams Companies (WMB) | 2.6 | $12M | 370k | 32.74 | |
| Phillips 66 (PSX) | 2.5 | $12M | 225k | 53.10 | |
| Ensco Plc Shs Class A | 2.5 | $12M | 202k | 59.28 | |
| Agrium | 2.1 | $10M | 101k | 99.91 | |
| Tesoro Corporation | 2.1 | $10M | 226k | 44.05 | |
| Lufkin Industries | 2.0 | $9.6M | 165k | 58.13 | |
| Enbridge (ENB) | 2.0 | $9.2M | 212k | 43.32 | |
| Flotek Industries | 1.9 | $9.2M | 750k | 12.20 | |
| Marathon Petroleum Corp (MPC) | 1.8 | $8.6M | 136k | 63.00 | |
| Basic Energy Services | 1.8 | $8.3M | 726k | 11.41 | |
| Hess (HES) | 1.7 | $7.8M | 148k | 52.96 | |
| Weatherford International Lt reg | 1.7 | $7.8M | 696k | 11.19 | |
| Newfield Exploration | 1.6 | $7.7M | 288k | 26.78 | |
| Mosaic (MOS) | 1.6 | $7.5M | 132k | 56.63 | |
| Hollyfrontier Corp | 1.5 | $7.0M | 151k | 46.55 | |
| Atwood Oceanics | 1.5 | $6.9M | 150k | 45.79 | |
| Dresser-Rand | 1.4 | $6.7M | 120k | 56.14 | |
| Triangle Petroleum Corporation | 1.4 | $6.7M | 1.1M | 5.99 | |
| Union Pacific Corporation (UNP) | 1.4 | $6.5M | 52k | 125.71 | |
| Noble Corporation Com Stk | 1.4 | $6.5M | 186k | 34.82 | |
| Superior Energy Services | 1.3 | $6.2M | 299k | 20.72 | |
| Deere & Company (DE) | 1.3 | $5.9M | 69k | 86.41 | |
| Oneok (OKE) | 1.2 | $5.8M | 135k | 42.75 | |
| Key Energy Services | 1.1 | $5.3M | 760k | 6.95 | |
| CF Industries Holdings (CF) | 1.1 | $5.1M | 25k | 203.16 | |
| Us Silica Hldgs (SLCA) | 1.1 | $5.0M | 300k | 16.73 | |
| Titan Machinery (TITN) | 0.6 | $3.0M | 120k | 24.70 | |
| Gardner Denver | 0.6 | $2.7M | 40k | 68.50 |
