$313 Million is the total value of LUCAS CAPITAL MANAGEMENT's 141 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 19.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SBR | Buy | SABINE ROYALTY TRUST | $18,535,000 | -2.0% | 374,435 | +0.1% | 5.92% | -6.3% |
| WLL | WHITING PETROLEUM CORP | $12,046,000 | +12.1% | 173,600 | 0.0% | 3.84% | +7.3% | |
| DMLP | Sell | DORCHESTER MINERALS LP | $11,379,000 | -17.5% | 434,295 | -18.2% | 3.63% | -21.1% |
| COP | Buy | CONOCOPHILLIPS | $10,390,000 | +2465.4% | 147,686 | +2474.7% | 3.32% | +2356.3% |
| ROYTL | Sell | PACIFIC COAST OIL TRUST | $10,066,000 | -21.4% | 751,739 | -25.6% | 3.21% | -24.8% |
| MRO | Buy | MARATHON OIL CORP | $9,720,000 | +125.7% | 273,650 | +124.3% | 3.10% | +115.9% |
| OXY | Buy | OCCIDENTAL PETROLEUM CORP | $9,285,000 | +79.2% | 97,438 | +78.9% | 2.96% | +71.4% |
| PBT | Buy | PERMIAN BASIN TRUST | $8,681,000 | +4.6% | 657,669 | +1.9% | 2.77% | +0.0% |
| DNRCQ | Buy | DENBURY RESOURCES INC | $7,903,000 | +2.4% | 481,894 | +2.6% | 2.52% | -2.0% |
| SU | Buy | SUNCOR ENERGY INC | $7,550,000 | +52.7% | 215,950 | +53.1% | 2.41% | +46.1% |
| APA | Buy | APACHE CORPORATION | $7,413,000 | +116.2% | 89,370 | +124.0% | 2.37% | +106.8% |
| PAGP | Buy | PLAIN GP HOLDINGS | $7,356,000 | +28.1% | 262,890 | +22.6% | 2.35% | +22.5% |
| WGP | Buy | WESTERN GAS EQUITY PARTNERS LP | $6,765,000 | +77.3% | 137,762 | +42.7% | 2.16% | +69.6% |
| ET | Buy | ENERGY TRANSFER EQUITY LP | $6,460,000 | -7.9% | 138,180 | +61.0% | 2.06% | -12.0% |
| DVN | Buy | DEVON ENERGY CORP | $6,104,000 | +216.3% | 91,200 | +192.3% | 1.95% | +202.5% |
| AAPL | Buy | APPLE COMPUTER INC | $5,910,000 | +1.6% | 11,011 | +6.2% | 1.89% | -2.8% |
| PXD | Sell | PIONEER NATURAL RESOURCES CO | $5,881,000 | -42.0% | 31,425 | -43.0% | 1.88% | -44.5% |
| NBL | Sell | NOBLE ENERGY | $5,789,000 | -8.8% | 81,495 | -12.5% | 1.85% | -12.7% |
| NOG | Sell | NORTHERN OIL & GAS INC | $5,206,000 | -11.6% | 356,097 | -8.8% | 1.66% | -15.4% |
| EOG | Buy | EOG RESOURCES INC | $4,914,000 | +20.0% | 50,100 | +105.3% | 1.57% | +14.8% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE LP | $4,676,000 | +10.1% | 84,841 | +3.4% | 1.49% | +5.3% |
| EEP | Buy | ENBRIDGE ENERGY PARTNERS LP | $4,505,000 | +74.2% | 164,356 | +89.8% | 1.44% | +66.6% |
| TLLP | Buy | TESORO LOGISTICS LP | $4,403,000 | +21.0% | 73,130 | +5.1% | 1.40% | +15.6% |
| IBM | Sell | INTL BUSINESS MACHINES CORP | $4,269,000 | -1.7% | 22,179 | -4.2% | 1.36% | -6.0% |
| CVE | Buy | CENOVUS ENERGY INC | $4,138,000 | +27.7% | 142,900 | +26.3% | 1.32% | +22.2% |
| T | Buy | AT&T INC COM | $4,030,000 | +1.7% | 114,921 | +2.0% | 1.29% | -2.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,983,000 | +6.8% | 40,543 | -0.4% | 1.27% | +2.2% |
| GLD | Sell | SPDR GOLD TR | $3,906,000 | +3.9% | 31,602 | -2.4% | 1.25% | -0.6% |
| XEC | Sell | CIMAREX ENERGY | $3,752,000 | -30.6% | 31,500 | -38.8% | 1.20% | -33.6% |
| CPG | New | CRESCENT POINT ENERGY CORP | $3,748,000 | – | 102,668 | +100.0% | 1.20% | – |
| XOM | Sell | EXXON MOBIL CORP | $3,671,000 | -4.4% | 37,577 | -0.9% | 1.17% | -8.5% |
| DD | Sell | E I DU PONT DE NEMOURS & CO | $3,600,000 | -2.3% | 53,650 | -5.4% | 1.15% | -6.5% |
| QCOM | Sell | QUALCOMM INC | $3,496,000 | +6.0% | 44,335 | -0.2% | 1.12% | +1.4% |
| BGS | Buy | B & G FOODS HLDGS CORP CL A | $3,495,000 | -6.2% | 116,073 | +5.6% | 1.12% | -10.3% |
| MMP | Sell | MAGELLAN MIDSTREAM LP | $3,458,000 | -37.6% | 49,580 | -43.4% | 1.10% | -40.3% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $3,180,000 | -5.4% | 61,213 | -3.2% | 1.02% | -9.5% |
| CRT | Sell | CROSS TIMBERS ROYALTY TR | $3,115,000 | -9.1% | 99,981 | -14.2% | 0.99% | -13.0% |
| SM | Buy | SM ENERGY COMPANY | $3,030,000 | +247.1% | 42,500 | +304.8% | 0.97% | +232.3% |
| GE | Buy | GENERAL ELECTRIC CO | $2,729,000 | -1.4% | 105,410 | +6.7% | 0.87% | -5.7% |
| DEM | Sell | WISDOM TREE EMERGING MKTS | $2,699,000 | -11.0% | 54,993 | -7.5% | 0.86% | -14.9% |
| RDSB | Sell | ROYAL DUTCH SHELL ADR CL B | $2,638,000 | -0.7% | 33,775 | -4.5% | 0.84% | -5.1% |
| CXO | Sell | CONCHO RESOURCES UNC | $2,634,000 | -21.3% | 21,500 | -30.6% | 0.84% | -24.7% |
| EXXIQ | Buy | ENERGY XXI BERMUDA LIMITED | $2,489,000 | +54.1% | 105,600 | +76.9% | 0.79% | +47.3% |
| IHI | Buy | ISHARES US MEDICAL DEVICES ETF | $2,306,000 | +10.6% | 23,335 | +3.9% | 0.74% | +5.7% |
| WHZT | Sell | WHITING USA TR II | $2,175,000 | -76.7% | 167,721 | -76.3% | 0.69% | -77.7% |
| BIP | Buy | BROOKFIELD INFRASTRUCTURE PRTNRS LP | $2,166,000 | +7.2% | 54,897 | +6.6% | 0.69% | +2.5% |
| SLV | Sell | ISHARES SILVER TRUST | $2,092,000 | -14.1% | 109,900 | -15.5% | 0.67% | -17.7% |
| VOC | Sell | VOC ENERGY TRUST | $2,012,000 | -13.5% | 138,194 | -13.6% | 0.64% | -17.4% |
| WMB | Buy | WILLIAMS CO INC | $1,921,000 | +6.8% | 47,343 | +1.5% | 0.61% | +2.2% |
| MUR | New | MURPHY OIL CORP | $1,823,000 | – | 29,000 | +100.0% | 0.58% | – |
| PBA | Sell | PEMBINA PIPELINE CORPORATION | $1,768,000 | +5.8% | 46,428 | -2.1% | 0.56% | +1.1% |
| OASPQ | Buy | OASIS PETROLEUM INC | $1,707,000 | +92.2% | 40,900 | +116.4% | 0.54% | +84.1% |
| MPLX | Buy | MPLX LP | $1,667,000 | +166.7% | 34,030 | +142.6% | 0.53% | +154.5% |
| REN | Buy | RESOLUTE ENERGY CORP | $1,614,000 | +155.0% | 224,100 | +219.7% | 0.52% | +144.1% |
| ORCL | Sell | ORACLE CORP | $1,472,000 | -22.9% | 35,984 | -27.8% | 0.47% | -26.2% |
| GEL | Buy | GENESIS ENERGY LP | $1,448,000 | +3.1% | 26,708 | +0.0% | 0.46% | -1.5% |
| AREXQ | APPROACH RESEOURCES INC | $1,399,000 | +8.4% | 66,900 | 0.0% | 0.45% | +3.5% | |
| WES | Sell | WESTERN GAS PARTNERS LP | $1,397,000 | -45.1% | 21,106 | -48.9% | 0.45% | -47.5% |
| ROSE | New | ROSETTA RESOURCES INC | $1,351,000 | – | 29,000 | +100.0% | 0.43% | – |
| CELG | Buy | CELGENE CORP | $1,307,000 | +34.7% | 9,364 | +63.1% | 0.42% | +28.7% |
| CNQ | Buy | CANADIAN NATURAL RESOURCES LTD | $1,220,000 | +39.9% | 31,808 | +23.4% | 0.39% | +33.7% |
| KRE | Buy | SPDR SER TR KBW REGL BKG | $1,157,000 | +433.2% | 27,950 | +422.4% | 0.37% | +412.5% |
| EEQ | Buy | ENBRIDGE ENERGY MGMT LLC | $1,083,000 | +22.2% | 39,085 | +26.6% | 0.35% | +16.9% |
| PG | Sell | PROCTER & GAMBLE CO | $924,000 | -1.9% | 11,467 | -0.9% | 0.30% | -6.1% |
| GLW | Buy | CORNING INC | $902,000 | +71.2% | 43,320 | +46.6% | 0.29% | +63.6% |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $898,000 | -2.0% | 34,216 | +0.1% | 0.29% | -6.2% |
| UL | Buy | UNILEVER PLC ADR | $803,000 | +14.4% | 18,780 | +10.3% | 0.26% | +9.4% |
| QQQ | Buy | POWERSHARES QQQ TR UNIT SER 1 | $782,000 | +1.4% | 8,920 | +1.7% | 0.25% | -2.7% |
| VZ | Buy | VERIZON COMMUNICATIONS | $765,000 | +0.3% | 16,077 | +3.5% | 0.24% | -4.3% |
| EFA | Buy | ISHARES TR MSCI EAFE INDEX FD | $754,000 | +58.7% | 11,223 | +58.7% | 0.24% | +51.6% |
| XLF | Buy | SECTOR SPDR TR FINANCIALS | $732,000 | +123.2% | 32,745 | +118.3% | 0.23% | +114.7% |
| NDRO | Sell | ENDURO ROYALTY TR | $723,000 | -50.3% | 57,735 | -52.1% | 0.23% | -52.5% |
| VET | Sell | VERMILION ENERGY INC | $718,000 | -42.3% | 11,500 | -45.8% | 0.23% | -44.8% |
| GILD | Buy | GILEAD SCIENCES INC | $678,000 | +201.3% | 9,565 | +218.8% | 0.22% | +188.0% |
| EGBN | EAGLE BANCORP INC | $657,000 | +18.0% | 18,188 | 0.0% | 0.21% | +12.9% | |
| HOV | Buy | HOVNANIAN ENTERPRISES INC CL A | $644,000 | -0.9% | 136,225 | +38.7% | 0.21% | -5.1% |
| NRT | Sell | NORTH EUROPEAN OIL ROYALTY TR | $623,000 | -9.8% | 26,823 | -22.5% | 0.20% | -13.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B | $619,000 | +6.5% | 4,950 | +1.0% | 0.20% | +2.1% |
| FCX | Sell | FREEPORT MCMORAN COPPER&GOLD | $604,000 | -21.0% | 18,260 | -9.9% | 0.19% | -24.3% |
| CBI | Sell | CHICAGO BRIDGE AND IRON CO. NV | $606,000 | +0.5% | 6,950 | -4.1% | 0.19% | -4.0% |
| VB | Buy | VANGUARD INDEX FDS SMALL CAP ETF | $596,000 | +7.2% | 5,279 | +4.3% | 0.19% | +2.2% |
| KMI | New | KINDER MORGAN INC | $560,000 | – | 17,250 | +100.0% | 0.18% | – |
| POT | Sell | POTASH CORP OF SASKATCHEWAN IN | $559,000 | +3.5% | 15,425 | -5.8% | 0.18% | -1.1% |
| MRK | Sell | MERCK & CO INC | $551,000 | +10.0% | 9,702 | -3.0% | 0.18% | +5.4% |
| IGM | Buy | ISHARES NORTH AMERICAN TECH ETF | $534,000 | +32.8% | 5,871 | +30.9% | 0.17% | +26.9% |
| IT | GARTNER INC | $521,000 | -2.3% | 7,500 | 0.0% | 0.17% | -6.7% | |
| GS | New | GOLDMAN SACHS GROUP INC | $514,000 | – | 3,136 | +100.0% | 0.16% | – |
| BCEI | New | BONANZA CREEK ENERGY INC | $515,000 | – | 11,600 | +100.0% | 0.16% | – |
| CREE | Buy | CREE INC | $509,000 | +108.6% | 8,995 | +130.3% | 0.16% | +100.0% |
| HFC | New | HOLLYFRONTIER CORPORATION | $488,000 | – | 10,250 | +100.0% | 0.16% | – |
| TBT | Buy | PROSHRS ULTRASHORT 20+ YEAR TR | $479,000 | +11.7% | 7,086 | +31.0% | 0.15% | +7.0% |
| DNB | DUN & BRADSTREET CORP | $457,000 | -19.1% | 4,600 | 0.0% | 0.15% | -22.8% | |
| AMZN | Buy | AMAZON.COM INC | $454,000 | +119.3% | 1,350 | +159.6% | 0.14% | +110.1% |
| ENB | ENBRIDGE INC | $429,000 | +4.1% | 9,426 | 0.0% | 0.14% | 0.0% | |
| PFE | Buy | PFIZER INC | $425,000 | +15.8% | 13,240 | +10.4% | 0.14% | +11.5% |
| BTEGF | Sell | BAYTEX ENERGY CORP | $422,000 | -91.9% | 10,250 | -92.3% | 0.14% | -92.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS LP | $416,000 | +9.2% | 5,998 | +4.3% | 0.13% | +4.7% |
| UTG | Buy | REAVES UTIL INCOME FD | $399,000 | +46.2% | 14,387 | +32.1% | 0.13% | +39.6% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $388,000 | +15.8% | 5,164 | +8.4% | 0.12% | +10.7% |
| GOOG | New | GOOGLE INC CL C | $370,000 | – | 332 | +100.0% | 0.12% | – |
| BPL | BUCKEYE PARTNERS LP | $353,000 | +5.7% | 4,700 | 0.0% | 0.11% | +1.8% | |
| BAC | Sell | BANK OF AMERICA CORP | $354,000 | +9.9% | 20,579 | -0.5% | 0.11% | +5.6% |
| C | Sell | CITIGROUP INC | $349,000 | -46.6% | 7,323 | -41.5% | 0.11% | -49.1% |
| PTY | PIMCO CORPORATE OPPORTUNITY | $338,000 | +4.6% | 18,700 | 0.0% | 0.11% | 0.0% | |
| GG | Buy | GOLDCORP LTD. | $337,000 | +13.9% | 13,779 | +0.7% | 0.11% | +9.1% |
| VTN | Buy | INVESCO VAN KAMPEN TR INVT GRADE | $326,000 | +24.4% | 22,435 | +12.0% | 0.10% | +19.5% |
| MRIC | New | MRI INTERVENTIONS INC | $320,000 | – | 266,880 | +100.0% | 0.10% | – |
| LGCY | Sell | LEGACY RESERVES LP | $307,000 | -24.0% | 12,367 | -13.9% | 0.10% | -27.4% |
| ED | CONS EDISON CO OF NEW YORK INC | $300,000 | -2.9% | 5,595 | 0.0% | 0.10% | -6.8% | |
| JPM | Sell | J P MORGAN & CO INC | $297,000 | -13.7% | 4,887 | -17.0% | 0.10% | -17.4% |
| DE | DEERE & CO | $288,000 | -0.7% | 3,176 | 0.0% | 0.09% | -5.2% | |
| SSL | Sell | SASOL LTD SPONSORED ADR | $285,000 | +10.0% | 5,100 | -2.5% | 0.09% | +5.8% |
| BHP | Sell | BHP BILLITON LTD | $286,000 | -23.7% | 4,221 | -23.2% | 0.09% | -27.2% |
| MSFT | MICROSOFT CORP | $283,000 | +9.3% | 6,910 | 0.0% | 0.09% | +4.7% | |
| OKS | ONEOK PARTNERS LP | $268,000 | +1.9% | 5,000 | 0.0% | 0.09% | -2.3% | |
| TRN | TRINITY INDUSTRIES INC. | $265,000 | +32.5% | 3,675 | 0.0% | 0.08% | +26.9% | |
| NSC | NORFOLK SOUTHERN CORP | $267,000 | +4.7% | 2,750 | 0.0% | 0.08% | 0.0% | |
| PNC | PNC FINANCIAL | $261,000 | +12.0% | 3,000 | 0.0% | 0.08% | +6.4% | |
| D | DOMINION RESOURCES-VA | $243,000 | +10.0% | 3,424 | 0.0% | 0.08% | +5.4% | |
| TTE | Sell | TOTAL SA | $243,000 | +1.7% | 3,700 | -5.1% | 0.08% | -2.5% |
| HES | Buy | HESS CORP COM | $237,000 | 0.0% | 2,861 | +0.3% | 0.08% | -3.8% |
| Y | ALLEGHANY CORP DEL | $232,000 | +1.8% | 570 | 0.0% | 0.07% | -2.6% | |
| PM | Sell | PHILIP MORRIS INTL | $232,000 | -20.0% | 2,832 | -15.0% | 0.07% | -23.7% |
| MCD | Sell | MCDONALDS CORP | $220,000 | -1.8% | 2,241 | -3.1% | 0.07% | -6.7% |
| IVE | Buy | ISHARES S&P 500 VALUE INDEX | $215,000 | +2.4% | 2,470 | +0.5% | 0.07% | -1.4% |
| ILMN | New | ILLUMINA INC | $212,000 | – | 1,426 | +100.0% | 0.07% | – |
| CVX | CHEVRON CORP | $214,000 | -4.9% | 1,800 | 0.0% | 0.07% | -9.3% | |
| CSX | New | CSX CORP | $211,000 | – | 7,300 | +100.0% | 0.07% | – |
| KMR | Sell | KINDER MORGAN MANAGMENT LLC | $210,000 | -20.5% | 2,935 | -16.0% | 0.07% | -23.9% |
| NNJ | Sell | NUVEEN NEW JERSEY PREMIUM | $200,000 | -16.3% | 14,631 | -20.2% | 0.06% | -20.0% |
| LBAI | LAKELAND BANCORP INC | $179,000 | -9.1% | 15,894 | 0.0% | 0.06% | -13.6% | |
| LF | LEAPFROG ENTERPRISES INC CL A | $176,000 | -5.9% | 23,500 | 0.0% | 0.06% | -9.7% | |
| PHYS | New | SPROTT PHYSICAL GOLD TRUST | $167,000 | – | 15,650 | +100.0% | 0.05% | – |
| BSD | BLACKROCK STRATEGIC MUNICIPAL | $154,000 | +5.5% | 12,000 | 0.0% | 0.05% | 0.0% | |
| SDOCQ | SANDRIDGE ENERGY INC | $99,000 | +1.0% | 16,100 | 0.0% | 0.03% | -3.0% | |
| SNTA | SYNTA PHARMACEUTICALS CORP | $80,000 | -17.5% | 18,600 | 0.0% | 0.03% | -18.8% | |
| MDXG | Sell | MIMEDX GROUP INC COM | $66,000 | -87.5% | 10,800 | -82.2% | 0.02% | -88.1% |
| AMD | ADVANCED MICRO DEVICES INC | $56,000 | +3.7% | 14,000 | 0.0% | 0.02% | 0.0% | |
| XOMA | XOMA CORP | $52,000 | -22.4% | 10,000 | 0.0% | 0.02% | -22.7% | |
| STSI | STAR SCIENTIFIC INC | $35,000 | -32.7% | 44,900 | 0.0% | 0.01% | -35.3% | |
| HTM | Buy | U S GEOTHERMAL INC | $24,000 | +200.0% | 32,000 | +47.5% | 0.01% | +166.7% |
| SLV | Exit | CALL (SLV) ISHARES SILVER TR JAN 18 14 $22call | $0 | – | -20,000 | -100.0% | 0.00% | – |
| AOD | Exit | ALPINE TOTAL DYNAMIC DIVD | $0 | – | -11,500 | -100.0% | -0.02% | – |
| GE | Exit | CALL GENERAL ELECTRIC CO MAR 22 $26call | $0 | – | -60,000 | -100.0% | -0.03% | – |
| MPO | Exit | MIDSTATES PETE CO INC | $0 | – | -18,000 | -100.0% | -0.04% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -7,460 | -100.0% | -0.07% | – |
| OIH | Exit | OIL SRVCS HOLDRS | $0 | – | -4,400 | -100.0% | -0.07% | – |
| EOX | Exit | EMERALD OIL INC | $0 | – | -35,550 | -100.0% | -0.09% | – |
| ASA | Exit | ASA GOLD AND PRECIOUS METALS | $0 | – | -3,683 | -100.0% | -0.10% | – |
| GOOGL | Exit | GOOGLE INC CL A | $0 | – | -302 | -100.0% | -0.11% | – |
| WPRT | Exit | WESTPORT INNOVATIONS INC | $0 | – | -19,325 | -100.0% | -0.13% | – |
| MHRCQ | Exit | MAGNUM HUNTER RESOURCES CORP | $0 | – | -54,300 | -100.0% | -0.13% | – |
| PHX | Exit | PANHANDLE OIL & GAS INC | $0 | – | -15,016 | -100.0% | -0.17% | – |
| Exit | BELLATRIX EXPLORATION LTD. | $0 | – | -124,200 | -100.0% | -0.30% | – | |
| PERS | Exit | SANDRIDGE PERMIAN TRUST | $0 | – | -95,287 | -100.0% | -0.38% | – |
| Exit | BONANZA CREEK ENERGY INC | $0 | – | -30,600 | -100.0% | -0.44% | – | |
| NFG | Exit | NATL FUEL GAS CO | $0 | – | -64,800 | -100.0% | -1.54% | – |
| APC | Exit | ANADARKO PETROLEUM | $0 | – | -65,500 | -100.0% | -1.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON COM | 32 | Q4 2020 | 6.8% |
| SABINE ROYALTY TRUST | 32 | Q4 2020 | 6.7% |
| ISHARES US MEDICAL DEVICES IND | 32 | Q4 2020 | 6.7% |
| DORCHESTER MINERALS LP COM UNIT | 32 | Q4 2020 | 4.6% |
| AT&T INC COM | 32 | Q4 2020 | 4.3% |
| MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | 32 | Q4 2020 | 3.8% |
| BRISTOL-MYERS SQUIBB CO COM | 32 | Q4 2020 | 3.8% |
| EXXON MOBIL CORP COM | 32 | Q4 2020 | 4.7% |
| BROOKFIELD INFRASTRUCTURE PTNRS | 32 | Q4 2020 | 3.3% |
| SPDR GOLD TRUST | 32 | Q4 2020 | 2.9% |
View LUCAS CAPITAL MANAGEMENT's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| NORTH EUROPEAN OIL ROYALTY TRUST | September 19, 2011 | 454,298 | 4.9% |
| VOC Energy Trust | July 06, 2011 | 782,000 | 4.6% |
| EASTERN AMERICAN NATURAL GAS TRUST | January 06, 2011 | 291,100 | 4.9% |
| AMERICAN SAFETY INSURANCE HOLDINGS LTD | December 17, 2010 | 483,200 | 4.7% |
| MESA ROYALTY TRUST/TX | May 07, 2010 | 71,835 | 3.9% |
| EASTERN AMERICAN NATURAL GAS TRUST | January 14, 2010 | 325,425 | 5.5% |
| Pioneer Southwest Energy Partners L.P. | April 08, 2009 | 1,297,000 | 4.3% |
| SANTA FE ENERGY TRUST | February 11, 2008 | 339,258 | 5.4% |
| HUGOTON ROYALTY TRUST | April 18, 2007 | 1,803,841 | 4.5% |
| XETHANOL CORP | May 17, 2006 | 863,942 | 4.8% |
View LUCAS CAPITAL MANAGEMENT's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-01-27 |
| 13F-HR | 2020-10-28 |
| 13F-HR | 2020-08-17 |
| 13F-HR | 2020-04-20 |
| 13F-HR | 2020-01-28 |
| 13F-HR | 2019-10-23 |
| 13F-HR | 2019-07-29 |
| 13F-HR | 2019-04-30 |
| 13F-HR | 2019-01-31 |
| 13F-HR | 2018-10-26 |
View LUCAS CAPITAL MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.