Viking Fund Management

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