CAYMUS CAPITAL PARTNERS, L.P. Information

10001 WOODLOCH FOREST DRIVE, THE WOODLANDS, Texas, 77380, (281) 203-5284

Report Date: 06/30/2015

Position Statistics

Total Positions 21
New Positions 2
Increased Positions 16
Decreased Positions 5
Positions with Activity 21
Sold Out Positions 1
Total Mkt Value (in $ millions) 372

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 81.34%
Financial
Healthcare
Services
Technology
Transportation
Utilities

21 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EQT CORP COM 49,119 22,831 86.85 632,085
CIMAREX ENERGY CO COM 34,869 1,219 3.62 323,611
PARSLEY ENERGY INC CL A 32,657 2,087 6.83 1,970,830
CONTINENTAL RESOURCES INC COM 32,606 7,544 30.10 1,055,900
OASIS PETE INC NEW COM 25,216 5,090 25.29 2,524,100
PDC ENERGY INC COM 20,438 20,438 New 372,000
LAREDO PETROLEUM INC COM 20,065 5,766 40.33 2,022,700
PIONEER NAT RES CO COM 18,663 -49 (0.26) 153,900
SM ENERGY CO COM 17,528 6,206 54.82 504,700
HESS CORP COM 15,710 5,551 54.64 273,400
RICE ENERGY INC COM 15,475 12,658 449.33 824,000
MEMORIAL RESOURCE DEV CORP COM 15,016 8,079 116.44 804,300
QEP RES INC COM 13,873 6,170 80.11 1,012,600
NEWFIELD EXPL CO COM 13,588 8,848 186.67 430,000
ENCANA CORP COM 12,200 4,832 65.59 1,723,100
RANGE RES CORP COM 9,996 4,753 90.64 260,800
DEVON ENERGY CORP NEW COM 9,668 -1,625 (14.39) 229,100
CENOVUS ENERGY INC COM 7,701 7,701 New 545,000
ANTERO RES CORP COM 6,329 -226 (3.45) 250,740
CALLON PETE CO DEL COM 1,598 -2,937 (64.75) 179,400


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