BP Capital Mgmt LP Holdings in 1st Quarter: 13F Alert

The following is an analysis of Bp Capital Management LP as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/16/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Noble Corp                   NE US         31,673,966      694,300      358,300
Chesapeake Energy Corp       CHK US        29,609,825      883,348            0
BP Plc-Spons ADR             BP US         26,677,024      604,373       93,000
SandRidge Energy Inc         SD US         24,782,733    1,936,151            0
EOG Resources Inc            EOG US        23,571,639      198,900       18,600
Weatherford Intl Ltd         WFT US        22,042,684      975,340      100,000
Plains Exploration & Product PXP US        21,890,238      604,202            0
McMoRan Exploration Co       MMR US        20,750,099    1,171,660            0
Apache Corp                  APA US        20,109,312      153,600      153,600
Suncor Energy Inc            SU US         16,058,056      358,119            0
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Apache Corp                  APA US        20,109,312      153,600      153,600
Canadian Natural Resources   CNQ US        14,606,565      295,500      295,500
Approach Resources Inc       AREX US        3,434,211      102,300      102,300
ABB Ltd-Spon ADR             ABB US         2,699,604      111,600      111,600 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
QEP Resources Inc            QEP US       -17,265,405            0     -475,500
Dynegy Inc                   DYN US        -7,839,900            0   -1,395,000
TransAtlantic Petroleum Ltd  TAT US        -6,660,000            0   -2,000,000
Clayton Williams Energy Inc  CWEI US       -4,845,153            0      -57,701
Consol Energy Inc            CNX US        -4,156,450            0      -85,278
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Noble Corp                   NE US         19,655,246      694,300      358,300
Murphy Oil Corp              MUR US        10,065,265      186,400      137,839
EOG Resources Inc            EOG US         7,090,416      198,900       18,600
Occidental Petroleum Corp    OXY US         5,535,180      123,183       48,400
BP Plc-Spons ADR             BP US          4,089,679      604,373       93,000
 
 
SOURCE: SEC 13F-HR 
FILER: BP Capital Management LP 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/16/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

Bloomberg reserves the right to remove comments but is under no obligation to do so, or to explain individual moderation decisions.

Please enable JavaScript to view the comments powered by Disqus.