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FRGX

First Reserve GP XI Portfolio holdings

AUM $330M
1-Year Est. Return 38.42%
This Fund
S&P 500
This Quarter Est. Return
-7.5%
1 Year Est. Return
-38.42%
3 Year Est. Return
-26.43%
5 Year Est. Return
-22.62%
10 Year Est. Return
AUM
$1.8B
AUM Growth
Cap. Flow
+$1.93B
Cap. Flow %
107.13%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CEQP
1
DELISTED
Crestwood Equity Partners LP
CEQP
$680M 37.84%
+4,918,742
New +$703M
CIE
2
DELISTED
Cobalt International Energy, Inc
CIE
$601M 33.45%
+2,436,803
New +$762M
CMLP
3
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE)
CMLP
$516M 28.71%
+20,737,691
New +$461M

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First Reserve GP XI's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for First Reserve GP XI, which disclosed 3 positions worth $1.8B. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Cobalt International Energy, Inc: 2,436,803 shares worth $601M.

By sector, the portfolio is most concentrated in Energy at 100% of assets.

  • First Reserve GP XI's largest Q4 2013 buy was Cobalt International Energy, Inc: 2,436,803 shares worth $601M.
  • First Reserve GP XI's ten largest holdings make up 100% of its $1.8B portfolio in Q4 2013.
  • First Reserve GP XI disclosed 3 positions in Q4 2013, its first 13F filing on record.

Based on First Reserve GP XI's 13F filing for Q4 2013, filed 14 Feb 2014.