Viking Fund Management as of March 31, 2014
Portfolio Holdings for Viking Fund Management
Viking Fund Management holds 54 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Halliburton Company (HAL) | 5.7 | $41M | 696k | 58.89 | |
| MDU Resources (MDU) | 5.1 | $36M | 1.1M | 34.31 | |
| Fluor Corporation (FLR) | 4.0 | $29M | 371k | 77.73 | |
| Chicago Bridge & Iron Company | 3.5 | $25M | 291k | 87.15 | |
| EOG Resources (EOG) | 3.5 | $25M | 127k | 196.17 | |
| National-Oilwell Var | 3.3 | $24M | 307k | 77.87 | |
| Pioneer Natural Resources (PXD) | 3.1 | $22M | 119k | 187.14 | |
| Us Silica Hldgs (SLCA) | 3.0 | $22M | 563k | 38.17 | |
| Cameron International Corporation | 2.9 | $21M | 340k | 61.77 | |
| Phillips 66 (PSX) | 2.9 | $21M | 272k | 77.06 | |
| Exxon Mobil Corporation (XOM) | 2.6 | $19M | 195k | 97.68 | |
| Oasis Petroleum | 2.5 | $18M | 424k | 41.73 | |
| Quanta Services (PWR) | 2.4 | $18M | 475k | 36.90 | |
| Dresser-Rand | 2.4 | $18M | 300k | 58.41 | |
| Whiting Petroleum Corporation | 2.4 | $17M | 246k | 69.39 | |
| Superior Energy Services | 2.3 | $17M | 543k | 30.76 | |
| Williams Companies (WMB) | 2.3 | $16M | 400k | 40.58 | |
| Industries N shs - a - (LYB) | 2.2 | $16M | 176k | 88.94 | |
| Kinder Morgan (KMI) | 2.1 | $15M | 474k | 32.49 | |
| Helmerich & Payne (HP) | 2.1 | $15M | 140k | 107.56 | |
| Enbridge (ENB) | 2.1 | $15M | 331k | 45.51 | |
| Schlumberger (SLB) | 2.0 | $15M | 150k | 97.50 | |
| Union Pacific Corporation (UNP) | 1.9 | $14M | 73k | 187.66 | |
| Oneok (OKE) | 1.8 | $13M | 220k | 59.25 | |
| Canadian Pacific Railway | 1.8 | $13M | 86k | 150.43 | |
| Valero Energy Corporation (VLO) | 1.8 | $13M | 237k | 53.10 | |
| Westlake Chemical Corporation (WLK) | 1.7 | $12M | 182k | 66.18 | |
| Trinity Industries (TRN) | 1.5 | $11M | 153k | 72.07 | |
| Hollyfrontier Corp | 1.5 | $11M | 232k | 47.58 | |
| Antero Res (AR) | 1.5 | $11M | 177k | 62.60 | |
| Continental Resources | 1.5 | $11M | 88k | 124.27 | |
| Cimarex Energy | 1.4 | $10M | 85k | 119.11 | |
| Gulfport Energy Corporation | 1.4 | $10M | 141k | 71.18 | |
| Concho Resources | 1.4 | $9.8M | 80k | 122.50 | |
| Monsanto Company | 1.4 | $9.7M | 85k | 113.76 | |
| Semgroup Corp cl a | 1.2 | $8.8M | 134k | 65.68 | |
| Tesoro Corporation | 1.2 | $8.7M | 172k | 50.59 | |
| Triangle Petroleum Corporation | 1.1 | $8.0M | 975k | 8.24 | |
| C&j Energy Services | 1.1 | $7.8M | 266k | 29.16 | |
| CF Industries Holdings (CF) | 1.0 | $7.3M | 28k | 260.64 | |
| Transcanada Corp | 1.0 | $7.3M | 160k | 45.52 | |
| Sanchez Energy Corp C ommon stocks | 1.0 | $7.0M | 235k | 29.63 | |
| FMC Technologies | 0.9 | $6.7M | 128k | 52.29 | |
| Diamondback Energy (FANG) | 0.9 | $6.7M | 99k | 67.31 | |
| Core Laboratories | 0.8 | $6.0M | 30k | 198.43 | |
| Agrium | 0.7 | $5.0M | 51k | 97.53 | |
| Key Energy Services | 0.6 | $4.4M | 480k | 9.24 | |
| Delek US Holdings | 0.6 | $4.1M | 140k | 29.04 | |
| Pdc Energy | 0.6 | $4.0M | 64k | 62.27 | |
| Baker Hughes Incorporated | 0.5 | $3.9M | 60k | 65.02 | |
| Chart Industries (GTLS) | 0.4 | $3.2M | 40k | 79.55 | |
| Exterran Holdings | 0.4 | $3.1M | 70k | 43.89 | |
| Patterson-UTI Energy (PTEN) | 0.4 | $2.7M | 85k | 31.68 | |
| RPC (RES) | 0.3 | $2.0M | 100k | 20.42 |
