Caymus Capital Partners, L.P. — Q2 2020 13F 持股

Name: Caymus Capital Partners, L.P. — 13F Holdings, Q2 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001349352

申報總市值

—

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	NBL2EUR	Noble Energy INC	股票-其他	20.17%	-20.17%	EXIT
2	CTRA	Coterra Energy INC	股票-能源	14.46%	-14.46%	EXIT
3	EQT	Eqt CORP	股票-能源	10.30%	-10.30%	EXIT
4	EOG	Eog Resources INC	股票-能源	9.64%	-9.64%	EXIT
5	MGY	Magnolia Oil & Gas CORP - A	股票-能源	8.15%	-8.15%	EXIT
6	COP	Conocophillips	股票-能源	5.73%	-5.73%	EXIT
7	DVN	Devon Energy CORP	股票-能源	4.80%	-4.80%	EXIT
8	CXOEUR	Concho Resources INC	股票-其他	4.60%	-4.61%	EXIT
9	ERFGBP	Enerplus CORP	股票-其他	4.40%	-4.40%	EXIT
10	PXDEUR	Pioneer Natural Resources Co	股票-其他	3.80%	-3.80%	EXIT
11	WPXUSD	Wpx Energy INC	股票-其他	3.54%	-3.54%	EXIT
12	GPRK	GeoPark Limited	股票-其他	3.19%	-3.19%	EXIT
13	PE1EUR	Parsley Energy Inc-class A	股票-其他	2.15%	-2.15%	EXIT
14	FANG	Diamondback Energy INC	股票-能源	2.00%	-2.00%	EXIT
15	TALO	Talos Energy INC	股票-其他	1.63%	-1.63%	EXIT
16	PDCEUSD	Pdc Energy INC	股票-其他	1.44%	-1.44%	EXIT

Caymus Capital Partners, L.P. 於截至 Q2 2020 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	NBL2EUR	Noble Energy INC	+5.6%	-75.34%	減碼
2	GPRK	GeoPark Limited	-1.1%	-85.86%	減碼
3	ERFGBP	Enerplus CORP	-1.2%	-89.12%	減碼
4	EQT	Eqt CORP	-3.7%	-88.41%	減碼
5	MGY	Magnolia Oil & Gas CORP - A	-10.3%	-92.28%	減碼
6	COP	Conocophillips	-11.7%	-93.62%	減碼
7	CVE	Cenovus Energy INC	—	EXIT	清倉
8	CLRUSD	Continental Resources Inc/ok	—	EXIT	清倉
9	CTRA	Coterra Energy INC	—	NEW	新建倉
10	MRO*	Marathon Oil CORP	—	EXIT	清倉
11	EOG	Eog Resources INC	—	NEW	新建倉
12	DVN	Devon Energy CORP	—	NEW	新建倉
13	CXOEUR	Concho Resources INC	—	NEW	新建倉
14	PXDEUR	Pioneer Natural Resources Co	—	NEW	新建倉
15	WPXUSD	Wpx Energy INC	—	NEW	新建倉
16	PE1EUR	Parsley Energy Inc-class A	—	NEW	新建倉
17	FANG	Diamondback Energy INC	—	NEW	新建倉
18	TALO	Talos Energy INC	—	NEW	新建倉
19	PDCEUSD	Pdc Energy INC	—	NEW	新建倉