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VIKING FUND MANAGEMENT LLC files portfolio update

VIKING FUND MANAGEMENT LLC just filed a portfolio update (also known as a 13-F), dated April 12, 2016. The portfolio holdings are as of March 31, 2016.

VIKING FUND MANAGEMENT LLC reported adding to its positions of:

  • Westlake Chemical Corporation
  • Valero Energy Corporation
  • U.S. Silica Holdings
  • Tesoro Petroleum Corporation
  • Synergy Resources Corporation
  • Superior Energy Services
  • Spectral Capital Corp.
  • Pioneer Natural Resources Company
  • Parsley Energy
  • Oil States International
  • National-Oilwell Varco
  • Halliburton Company
  • FMC Technologies
  • Enbridge Inc
  • Concho Resources Inc.
  • Carrizo Oil & Gas

Positions in the following companies appear to ha ve been reduced:

  • Union Pacific Corporation
  • Semgroup Corporation
  • Schlumberger N.V.
  • Sanchez Energy Corporation
  • Phillips 66
  • PDC Energy
  • Patterson-UTI Energy
  • OGE Energy Corporation
  • MEMORIAL RESOURCE DEVELOPMENT CORP.
  • Kinder Morgan
  • Helmerich & Payne
  • Forum Energy Technologies
  • Exxon Mobil Corporation
  • Diamondback Energy
  • Cimarex Energy Co
  • Canadian Pacific Railway Limited
  • Baker Hughes Incorporated

It would appear as though VIKING FUND MANAGEMENT LLC sold all of its holdings in:

  • Williams Companies
  • RPC
  • Quanta Services
  • Monotaro Co., Ltd.
  • Exterran Holdings
  • Envestnet
  • Delek US Holdings
  • CF Industries Holdings

Brand new positions appear to have been established in:

  • Transcanada Pipelines
  • Exterran Corp
  • Continental Resources
  • China Mengniu Dairy Co., Ltd.
  • Archrock

Keep in mind, however, that typos are common in public filings, and that CUSIP numbers may not be accurate. Please verify the filing directly for confirmation of the above information.

To see VIKING FUND MANAGEMENT LLC's latest available portfolio, click here.