$194 Million is the total value of Caymus Capital Partners, L.P.'s 21 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQT | New | EQT CORP | $19,063,000 | – | 240,185 | +100.0% | 9.65% | – |
| WLL | New | WHITING PETE CORP NEW | $18,648,000 | – | 404,600 | +100.0% | 9.44% | – |
| CLR | New | CONTINENTAL RESOURCES INC | $16,988,000 | – | 197,400 | +100.0% | 8.60% | – |
| NOG | New | NORTHERN OIL & GAS INC NEV | $13,618,000 | – | 1,020,847 | +100.0% | 6.90% | – |
| RRC | New | RANGE RES CORP | $12,990,000 | – | 168,000 | +100.0% | 6.58% | – |
| ROSE | New | ROSETTA RESOURCES INC | $12,581,000 | – | 295,895 | +100.0% | 6.37% | – |
| QEP | New | QEP RES INC | $11,390,000 | – | 410,000 | +100.0% | 5.77% | – |
| SM | New | SM ENERGY CO | $10,673,000 | – | 177,935 | +100.0% | 5.40% | – |
| EOG | New | EOG RES INC | $10,363,000 | – | 78,700 | +100.0% | 5.25% | – |
| CRZO | New | CARRIZO OIL & GAS INC | $9,916,000 | – | 350,000 | +100.0% | 5.02% | – |
| XEC | New | CIMAREX ENERGY CO | $8,754,000 | – | 134,700 | +100.0% | 4.43% | – |
| NFX | New | NEWFIELD EXPL CO | $8,682,000 | – | 363,400 | +100.0% | 4.40% | – |
| APC | New | ANADARKO PETE CORP | $7,476,000 | – | 87,000 | +100.0% | 3.79% | – |
| EXXIQ | New | ENERGY XXI (BERMUDA) LTD | $6,985,000 | – | 315,000 | +100.0% | 3.54% | – |
| PXD | New | PIONEER NAT RES CO | $6,698,000 | – | 46,271 | +100.0% | 3.39% | – |
| CRK | New | COMSTOCK RES INC | $6,317,000 | – | 401,600 | +100.0% | 3.20% | – |
| WPX | New | WPX ENERGY INC | $3,708,000 | – | 195,800 | +100.0% | 1.88% | – |
| COG | New | CABOT OIL & GAS CORP | $3,196,000 | – | 45,000 | +100.0% | 1.62% | – |
| PEYUF | New | Peyto Exploration & Developmen | $3,063,000 | – | 106,000 | +100.0% | 1.55% | – |
| SU | New | SUNCOR ENERGY INC NEW | $2,582,000 | – | 87,567 | +100.0% | 1.31% | – |
| IOC | New | INTEROIL CORP | $2,085,000 | – | 30,000 | +100.0% | 1.06% | – |
| SFYWQ | New | SWIFT ENERGY CO | $1,679,000 | – | 140,000 | +100.0% | 0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PDC ENERGY INC | 25 | Q2 2020 | 12.3% |
| OASIS PETE INC NEW | 23 | Q4 2019 | 13.1% |
| CONTINENTAL RESOURCES INC | 22 | Q1 2020 | 11.3% |
| EQT CORPORATION | 20 | Q2 2020 | 14.0% |
| PARSLEY ENERGY INC | 20 | Q2 2020 | 11.5% |
| CIMAREX ENERGY CO | 20 | Q4 2019 | 11.5% |
| QEP RES INC | 19 | Q4 2019 | 9.5% |
| PIONEER NAT RES CO | 19 | Q2 2020 | 10.1% |
| NOBLE ENERGY INC | 17 | Q2 2020 | 20.2% |
| ANTERO RES CORP | 17 | Q4 2019 | 10.8% |
View Caymus Capital Partners, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-16 |
| 13F-HR | 2020-07-29 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-01-17 |
| 13F-HR/A | 2019-11-12 |
| 13F-HR | 2019-10-31 |
| 13F-HR | 2019-08-05 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-02-08 |
| 13F-HR | 2018-11-13 |
View Caymus Capital Partners, L.P.'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.