BP Capital (Boone Pickens) discloses updated portfolio positions in 13F filing with new HUN SND PE SUM AM PUMP positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: HUN (~0.22 mln shares), SND (~0.18 mln), PE (~0.17 mln), SUM (~0.13 mln), AM (~0.1 mln), PUMP (~0.06 mln), CQP (~0.04 mln), NBLX (~0.04 mln), EQM (~0.04 mln), MMP (~0.02 mln)
- Increased positions in: EPD (to ~0.33 mln shares from ~0.11 mln shares), MPLX (to ~0.2 mln from ~0.07 mln), BHI (to ~0.13 mln from ~0.05 mln), TRGP (to ~0.12 mln from ~0.05 mln), PTEN (to ~0.23 mln from ~0.18 mln) ENBL (to ~0.24 mln from ~0.21 mln), TEP (to ~0.04 mln from ~0.02 mln) SEP (to ~0.03 mln from ~0.01 mln), NS (to ~0.06 mln from ~0.04 mln)
- Closed positions in: SPN (from ~0.64 mln shares), SXL (from ~0.46 mln), NOV (from ~0.23 mln), NWL (from ~0.2 mln), EEP (from ~0.16 mln), OKS (from ~0.15 mln), NFX (from ~0.12 mln), JBLU (from ~0.11 mln)
- Decreased positions in: WPX (to ~0.38 mln shares from ~0.96 mln shares), FET (to ~0.14 mln from ~0.49 mln), NR (to ~0.18 mln from ~0.51 mln), SUN (to ~0.11 mln from ~0.42 mln),HZN (to ~0.14 mln from ~0.45 mln), KMI (to ~0.49 mln from ~0.68 mln), LNG (to ~0.1 mln from ~0.27 mln), GT (to ~0.16 mln from ~0.27 mln), WPZ (to ~0.25 mln from ~0.35 mln),RSPP (to ~0.15 mln from ~0.24 mln)