Viking Fund Management as of Dec. 31, 2013
Portfolio Holdings for Viking Fund Management
Viking Fund Management holds 46 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Halliburton Company (HAL) | 5.2 | $34M | 676k | 50.75 | |
| MDU Resources (MDU) | 4.8 | $31M | 1.0M | 30.55 | |
| Fluor Corporation (FLR) | 4.4 | $29M | 361k | 80.29 | |
| National-Oilwell Var | 4.4 | $29M | 362k | 79.53 | |
| Pioneer Natural Resources | 3.6 | $24M | 130k | 184.07 | |
| Chicago Bridge & Iron Company | 3.6 | $23M | 281k | 83.14 | |
| Cameron International Corporation | 3.4 | $22M | 374k | 59.53 | |
| Dresser-Rand | 3.2 | $21M | 350k | 59.63 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $21M | 205k | 101.20 | |
| Us Silica Hldgs (SLCA) | 3.0 | $19M | 570k | 34.11 | |
| Valero Energy Corporation (VLO) | 3.0 | $19M | 385k | 50.40 | |
| Oasis Petroleum | 2.9 | $19M | 404k | 46.97 | |
| Williams Companies (WMB) | 2.6 | $17M | 450k | 38.57 | |
| Phillips 66 (PSX) | 2.5 | $17M | 215k | 77.13 | |
| EOG Resources (EOG) | 2.4 | $16M | 95k | 167.84 | |
| Enbridge (ENB) | 2.4 | $16M | 356k | 43.68 | |
| Tesoro Corporation | 2.3 | $15M | 260k | 58.50 | |
| Kinder Morgan (KMI) | 2.3 | $15M | 419k | 36.00 | |
| Helmerich & Payne (HP) | 2.3 | $15M | 178k | 84.08 | |
| Superior Energy Services | 2.2 | $15M | 553k | 26.61 | |
| Whiting Petroleum Corporation | 2.2 | $15M | 236k | 61.87 | |
| Industries N shs - a - (LYB) | 2.2 | $15M | 180k | 80.28 | |
| Hollyfrontier Corp | 2.1 | $14M | 272k | 49.69 | |
| Schlumberger (SLB) | 2.0 | $13M | 147k | 90.11 | |
| Continental Resources | 2.0 | $13M | 116k | 112.52 | |
| CF Industries Holdings (CF) | 1.9 | $13M | 55k | 233.05 | |
| Canadian Pacific Railway | 1.9 | $12M | 82k | 151.32 | |
| Oneok (OKE) | 1.9 | $12M | 195k | 62.18 | |
| Atwood Oceanics | 1.8 | $12M | 222k | 53.39 | |
| Union Pacific Corporation (UNP) | 1.8 | $12M | 69k | 168.00 | |
| Monsanto Company | 1.5 | $9.9M | 85k | 116.55 | |
| Westlake Chemical Corporation (WLK) | 1.5 | $9.8M | 80k | 122.08 | |
| Concho Resources | 1.4 | $9.1M | 84k | 108.00 | |
| Sanchez Energy Corp C ommon stocks | 1.2 | $7.7M | 315k | 24.51 | |
| C&j Energy Services | 1.1 | $7.3M | 316k | 23.10 | |
| KBR (KBR) | 1.1 | $7.1M | 224k | 31.89 | |
| Antero Res (AR) | 1.1 | $7.1M | 112k | 63.44 | |
| FMC Technologies | 1.0 | $6.7M | 128k | 52.21 | |
| Cimarex Energy | 1.0 | $6.3M | 60k | 104.92 | |
| Delek US Holdings | 0.9 | $6.2M | 180k | 34.41 | |
| Gulfport Energy Corporation | 0.9 | $5.8M | 92k | 63.15 | |
| Diamondback Energy (FANG) | 0.9 | $5.7M | 107k | 52.86 | |
| Triangle Petroleum Corporation | 0.8 | $5.0M | 600k | 8.32 | |
| Semgroup Corp cl a | 0.8 | $4.9M | 75k | 65.23 | |
| Trinity Industries (TRN) | 0.7 | $4.8M | 88k | 54.52 | |
| Athlon Energy | 0.7 | $4.5M | 150k | 30.25 |
