Viking Fund Management

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 (PXD) 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