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Asset Manager ← All Institutions

Oceanic Investment Management LTD

Q3 2018 · Filed 2018-11-14
Market Value
$31M
-5.0%
Holdings
15
+1
New Purchases
4
Added To
3
Closed
2
Reduced
4
Top 10 Concentration
93.9%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LPG 20.71% 15.10% +5.61% $6M
ALB 3.32% 0.00% +3.32% $1M
TGP 12.25% 9.23% +3.02% $4M
FSLR 2.93% 0.00% +2.93% $904K
AY 1.66% 0.00% +1.66% $511K
TDW 1.49% 0.00% +1.49% $458K
DSX 7.36% 6.55% +0.81% $2M
DHT 3.90% 3.70% +0.20% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TRTN 6.84% 12.53% -5.69% $2M
EURN 8.43% 13.65% -5.22% $3M
ASC 0.00% 4.49% -4.49% $0
SBLK 19.98% 22.45% -2.47% $6M
WTTR 0.00% 0.96% -0.96% $0
NESR 3.01% 3.16% -0.15% $926K
GLNG 8.13% 8.18% -0.06% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $2M 6.3%
Mid Cap 9 $16M 53.4%
Small Cap 3 $9M 28.1%
Micro Cap 1 $4M 12.3%

Portfolio Analytics

Avg Market Cap
$5.4B
Median Market Cap
$2.8B
Avg P/E
29.1
Median P/E
20.7
Avg Dividend Yield
0.03%
Avg Beta
0.67
# Stocks
15
# ETFs / Funds
0

Top Holdings (15 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LPG 20.71% 800,888 $6M $7.97 $1M +159,550 +24.9%
2 SBLK 19.98% 426,111 $6M $14.45 -$1M -140,165 -24.8%
3 TGP 12.25% 226,054 $4M $16.70 $780K +48,300 +27.2%
4 EURN 8.43% 298,674 $3M $8.70 -$2M -182,759 -38.0%
5 GLNG 8.13% 90,089 $3M $27.79 -$150K
6 DSX 7.36% 577,998 $2M $3.92 $142K +136,115 +30.8%
7 TRTN 6.84% 63,333 $2M $33.27 -$2M -69,212 -52.2%
8 DHT 3.90% 255,675 $1M $4.70 $3K
9 ALB 3.32% 10,250 $1M $99.80 +10,250 NEW
10 NESR 3.01% 79,700 $926K $11.62 -$99K -19,300 -19.5%
11 FSLR 2.93% 18,670 $904K $48.42 +18,670 NEW
12 AY 1.66% 24,850 $511K $20.56 +24,850 NEW
13 TDW 1.49% 14,700 $458K $31.16 +14,700 NEW
14 ASC —% -$1M -177,420 -100.0% SOLD
15 WTTR —% -$312K -21,478 -100.0% SOLD

New Positions

SymbolValue% Port
ALB $1M 3.32%
FSLR $904K 2.93%
AY $511K 1.66%
TDW $458K 1.49%

Sold Out Positions

SymbolValue% Port
ASC —%
WTTR —%
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