Viking Fund Management as of March 31, 2013
Portfolio Holdings for Viking Fund Management
Viking Fund Management holds 42 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| National-Oilwell Var | 5.3 | $27M | 384k | 70.75 | |
| Kodiak Oil & Gas | 5.3 | $27M | 3.0M | 9.09 | |
| Oasis Petroleum | 5.2 | $26M | 685k | 38.07 | |
| Whiting Petroleum Corporation | 4.6 | $23M | 460k | 50.84 | |
| Continental Resources | 4.5 | $23M | 260k | 86.93 | |
| Cameron International Corporation | 4.4 | $22M | 340k | 65.20 | |
| Halliburton Company (HAL) | 4.4 | $22M | 547k | 40.41 | |
| MDU Resources (MDU) | 3.5 | $18M | 719k | 24.99 | |
| Kinder Morgan (KMI) | 3.4 | $17M | 445k | 38.68 | |
| Schlumberger (SLB) | 3.4 | $17M | 229k | 74.89 | |
| Oil States International (OIS) | 3.3 | $17M | 203k | 81.57 | |
| Trinity Industries (TRN) | 3.2 | $16M | 357k | 45.33 | |
| Williams Companies (WMB) | 2.7 | $14M | 370k | 37.46 | |
| Archer Daniels Midland Company (ADM) | 2.6 | $13M | 390k | 33.73 | |
| Ensco Plc Shs Class A | 2.5 | $13M | 212k | 60.00 | |
| C&j Energy Services | 2.4 | $12M | 541k | 22.90 | |
| Lufkin Industries | 2.2 | $11M | 165k | 66.39 | |
| Mosaic (MOS) | 2.1 | $11M | 177k | 59.61 | |
| Dresser-Rand | 2.1 | $11M | 170k | 61.66 | |
| Fluor Corporation (FLR) | 2.0 | $10M | 154k | 66.33 | |
| Phillips 66 (PSX) | 2.0 | $10M | 146k | 69.97 | |
| Union Pacific Corporation (UNP) | 1.9 | $9.9M | 70k | 142.40 | |
| Enbridge (ENB) | 1.9 | $9.9M | 212k | 46.54 | |
| Potash Corp. Of Saskatchewan I | 1.9 | $9.8M | 250k | 39.25 | |
| Oneok (OKE) | 1.9 | $9.6M | 202k | 47.67 | |
| SM Energy (SM) | 1.9 | $9.5M | 160k | 59.22 | |
| McDermott International | 1.7 | $8.8M | 800k | 10.99 | |
| Agrium | 1.6 | $8.4M | 86k | 97.50 | |
| EOG Resources (EOG) | 1.6 | $8.3M | 65k | 128.08 | |
| Weatherford International Lt reg | 1.6 | $8.1M | 667k | 12.14 | |
| Atwood Oceanics | 1.6 | $7.9M | 150k | 52.54 | |
| Superior Energy Services | 1.5 | $7.8M | 299k | 25.97 | |
| Triangle Petroleum Corporation | 1.5 | $7.7M | 1.2M | 6.60 | |
| Valero Energy Corporation (VLO) | 1.4 | $7.1M | 156k | 45.49 | |
| Helmerich & Payne (HP) | 1.3 | $6.7M | 110k | 60.70 | |
| Canadian Pacific Railway | 1.3 | $6.4M | 49k | 130.47 | |
| Tesoro Corporation | 1.1 | $5.4M | 93k | 58.55 | |
| Pioneer Natural Resources | 1.1 | $5.3M | 43k | 124.26 | |
| Basic Energy Services | 0.7 | $3.7M | 267k | 13.67 | |
| Titan Machinery (TITN) | 0.5 | $2.6M | 92k | 27.75 | |
| Us Silica Hldgs (SLCA) | 0.4 | $2.1M | 88k | 23.58 | |
| CARBO Ceramics | 0.4 | $1.9M | 21k | 91.05 |
