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Bocage Capital Portfolio holdings

AUM $185M
1-Year Est. Return 61.49%
This Fund
S&P 500
This Quarter Est. Return
+0.24%
1 Year Est. Return
+61.49%
3 Year Est. Return
+25.28%
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$38.3M
Cap. Flow
-$69.9M
Cap. Flow %
-37.83%
Top 10 Hldgs %
94.78%
Holding
21
New
4
Increased
1
Reduced
8
Closed
7

Top Buys

Rank Stock Value
1
STLD icon
Steel Dynamics
STLD
+$3.94M

Sector Composition

Rank Sector Weight
1 Energy 10.27%
2 Materials 4.35%
3 Consumer Discretionary 1.22%
4 Utilities 0%

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Bocage Capital's Q4 2016 Portfolio in Review

As of Q4 2016, Bocage Capital held 21 positions worth $185M, down 17% from $223M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

Bocage Capital withdrew a net $69.9M in Q4 2016, closing 7 positions and reducing 8 holdings. Its most notable exit was WestRock Company, an estimated $11.9M position sold in full.

By sector, the portfolio is most concentrated in Energy at 10% of assets, down from 27% a quarter earlier, followed by Materials and Consumer Discretionary.

Against the trend, Bocage Capital opened a new position in Steel Dynamics worth $4.46M.

  • Bocage Capital's largest Q4 2016 buy was Steel Dynamics: 125,264 shares worth $4.46M.
  • Bocage Capital's biggest Q4 2016 reduction was Coterra Energy, cutting an estimated $10.2M.
  • Bocage Capital fully exited WestRock Company in Q4 2016, selling an estimated $11.9M.
  • Bocage Capital's ten largest holdings make up 95% of its $185M portfolio in Q4 2016.
  • Bocage Capital opened 4 new positions and closed 7 in Q4 2016.
  • Bocage Capital's portfolio value fell 17% quarter-over-quarter to $185M.

Based on Bocage Capital's 13F filing for Q4 2016, filed 14 Feb 2017.