Viking Fund Management as of June 30, 2013
Portfolio Holdings for Viking Fund Management
Viking Fund Management holds 47 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| National-Oilwell Var | 5.0 | $27M | 398k | 68.90 | |
| Halliburton Company (HAL) | 4.6 | $25M | 597k | 41.72 | |
| Cameron International Corporation | 4.2 | $23M | 378k | 61.16 | |
| Continental Resources | 4.1 | $22M | 258k | 86.06 | |
| Pioneer Natural Resources | 4.0 | $22M | 150k | 144.75 | |
| MDU Resources (MDU) | 3.8 | $20M | 789k | 25.91 | |
| Kodiak Oil & Gas | 3.7 | $20M | 2.3M | 8.89 | |
| Oasis Petroleum | 3.7 | $20M | 516k | 38.87 | |
| Dresser-Rand | 3.1 | $17M | 280k | 59.98 | |
| Kinder Morgan (KMI) | 2.9 | $16M | 419k | 38.15 | |
| KBR (KBR) | 2.8 | $15M | 474k | 32.50 | |
| Superior Energy Services | 2.7 | $15M | 576k | 25.94 | |
| Whiting Petroleum Corporation | 2.7 | $15M | 323k | 46.09 | |
| Lufkin Industries | 2.7 | $15M | 165k | 88.47 | |
| Trinity Industries (TRN) | 2.3 | $13M | 332k | 38.44 | |
| Union Pacific Corporation (UNP) | 2.2 | $12M | 79k | 154.28 | |
| Schlumberger (SLB) | 2.2 | $12M | 169k | 71.66 | |
| ATWOOD OCEANICS INC Com Stk | 2.2 | $12M | 227k | 52.05 | |
| Chicago Bridge & Iron Company | 2.1 | $12M | 195k | 59.66 | |
| Williams Companies (WMB) | 2.1 | $12M | 356k | 32.47 | |
| EOG Resources (EOG) | 2.1 | $12M | 87k | 131.68 | |
| Canadian Pacific Railway | 2.0 | $11M | 90k | 121.38 | |
| Fluor Corporation (FLR) | 1.9 | $11M | 179k | 59.31 | |
| Hollyfrontier Corp | 1.9 | $11M | 247k | 42.78 | |
| Ensco Plc Shs Class A | 1.9 | $11M | 182k | 58.12 | |
| Monsanto Company | 1.9 | $10M | 105k | 98.80 | |
| Potash Corp. Of Saskatchewan I | 1.9 | $10M | 270k | 38.13 | |
| Chart Industries (GTLS) | 1.8 | $10M | 106k | 94.09 | |
| Helmerich & Payne (HP) | 1.8 | $9.9M | 158k | 62.45 | |
| Mosaic (MOS) | 1.8 | $9.5M | 177k | 53.81 | |
| C&j Energy Services | 1.8 | $9.5M | 491k | 19.37 | |
| Phillips 66 (PSX) | 1.6 | $8.7M | 147k | 58.91 | |
| Oneok (OKE) | 1.5 | $8.3M | 202k | 41.31 | |
| Us Silica Hldgs (SLCA) | 1.4 | $7.8M | 373k | 20.78 | |
| Enbridge (ENB) | 1.4 | $7.5M | 178k | 42.07 | |
| Triangle Petroleum Corporation | 1.3 | $7.2M | 1.0M | 7.01 | |
| Occidental Petroleum Corporation (OXY) | 1.2 | $6.8M | 76k | 89.22 | |
| Weatherford International Lt reg | 1.1 | $5.9M | 430k | 13.70 | |
| Sanchez Energy Corp C ommon stocks | 1.0 | $5.6M | 246k | 22.96 | |
| Caterpillar (CAT) | 1.0 | $5.4M | 66k | 82.48 | |
| Tesoro Corporation | 0.8 | $4.4M | 85k | 52.32 | |
| Industries N shs - a - (LYB) | 0.6 | $3.3M | 50k | 66.26 | |
| CF Industries Holdings (CF) | 0.6 | $3.3M | 19k | 171.53 | |
| Basic Energy Services | 0.6 | $3.2M | 267k | 12.09 | |
| Diamondback Energy (FANG) | 0.6 | $3.2M | 95k | 33.32 | |
| FMC Technologies | 0.5 | $2.8M | 50k | 55.68 | |
| Valero Energy Corporation (VLO) | 0.5 | $2.6M | 75k | 34.77 |
