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Asset Manager ← All Institutions

Oceanic Investment Management LTD

Q2 2018 · Filed 2018-08-14
Market Value
$32M
-28.1%
Holdings
14
+2
New Purchases
4
Added To
2
Closed
3
Reduced
5
Top 10 Concentration
99.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EURN 13.65% 0.00% +13.65% $4M
SBLK 22.45% 12.90% +9.55% $7M
TRTN 12.53% 6.58% +5.95% $4M
ASC 4.49% 0.00% +4.49% $1M
NESR 3.16% 0.00% +3.16% $1M
DSX 6.55% 4.98% +1.57% $2M
LPG 15.10% 14.04% +1.07% $5M
WTTR 0.96% 0.00% +0.96% $312K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HMLP 0.00% 14.04% -14.04% $0
NVGS 0.00% 10.18% -10.18% $0
TGP 9.23% 14.35% -5.12% $3M
GLNG 8.18% 13.16% -4.97% $3M
PTEN 0.00% 3.60% -3.60% $0
DHT 3.70% 6.18% -2.48% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 8 $21M 64.6%
Small Cap 4 $8M 26.1%
Micro Cap 2 $3M 9.2%

Portfolio Analytics

Avg Market Cap
$2.3B
Median Market Cap
$2.3B
Avg P/E
25.7
Median P/E
17.2
Avg Dividend Yield
0.03%
Avg Beta
0.57
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SBLK 22.45% 566,276 $7M $12.86 $1M +65,795 +13.2%
2 LPG 15.10% 641,338 $5M $7.64 -$1M -204,600 -24.2%
3 EURN 13.65% 481,433 $4M $9.20 +481,433 NEW
4 TRTN 12.53% 132,545 $4M $30.66 $1M +35,505 +36.6%
5 TGP 9.23% 177,754 $3M $16.85 -$3M -184,106 -50.9%
6 GLNG 8.18% 90,089 $3M $29.46 -$3M -126,949 -58.5%
7 DSX 6.55% 441,883 $2M $4.81 -$122K -172,117 -28.0%
8 ASC 4.49% 177,420 $1M $8.20 +177,420 NEW
9 DHT 3.70% 255,675 $1M $4.69 -$2M -564,512 -68.8%
10 NESR 3.16% 99,000 $1M $10.35 +99,000 NEW
11 WTTR 0.96% 21,478 $312K $14.53 +21,478 NEW
12 NVGS —% -$5M -390,953 -100.0% SOLD
13 PTEN —% -$2M -92,930 -100.0% SOLD
14 HMLP —% -$6M -391,143 -100.0% SOLD

New Positions

SymbolValue% Port
EURN $4M 13.65%
ASC $1M 4.49%
NESR $1M 3.16%
WTTR $312K 0.96%

Sold Out Positions

SymbolValue% Port
NVGS —%
PTEN —%
HMLP —%
View SEC EDGAR Filings for Oceanic Investment Management LTD →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms