Dark
Light
System
Institutional Investment Manager
VIKING FUND MANAGEMENT LLC
VIKING FUND MANAGEMENT LLC (CIK: 0001169069), located at 1 Main Street North, Minot, ND. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001169069-14-000005) filed in 2014.08.04
#
Name
Shares
Value ($)
%
Options
Notes
1 HALLIBURTON CO 770,000 54,678 6.18%
2 MDU RES GROUP INC 1,120,000 39,312 4.45%
3 EOG RES INC 287,000 33,539 3.79%
4 FLUOR CORP NEW 373,000 28,684 3.24%
5 PIONEER NAT RES CO 117,000 26,888 3.04%
6 OASIS PETE INC NEW 466,000 26,045 2.95%
7 BAKER HUGHES INC 330,000 24,569 2.78%
8 NATIONAL OILWELL VARCO INC 292,000 24,046 2.72%
9 CAMERON INTERNATIONAL COMPANY 350,000 23,699 2.68%
10 U S SILICA HLDGS INC 415,000 23,008 2.60%
11 PHILLIPS 66 282,000 22,681 2.57%
12 SUPERIOR ENERGY SVCS INC 587,000 21,214 2.40%
13 TRINITY INDS INC 436,000 19,062 2.16%
14 CANADIAN PAC RY LTD 105,000 19,020 2.15%
15 QUANTA SVCS INC 550,000 19,019 2.15%
16 SCHLUMBERGER LTD 160,000 18,872 2.13%
17 KINDER MORGAN INC DEL 520,000 18,855 2.13%
18 WILLIAMS COS INC DEL 311,000 18,103 2.05%
19 ENBRIDGE INC 375,000 17,801 2.01%
20 WHITING PETE CORP NEW 220,000 17,655 2.00%
21 CIMAREX ENERGY 121,000 17,359 1.96%
22 EXXON MOBIL CORP 170,000 17,116 1.94%
23 HELMERICH & PAYNE INC 142,000 16,488 1.86%
24 LYONDELLBASELL INDUSTRIES N 166,000 16,210 1.83%
25 UNION PAC CORP 161,000 16,060 1.82%
26 TRIANGLE PETE CORP 1,300,000 15,275 1.73%
27 WESTLAKE CHEM CORP 182,000 15,244 1.72%
28 ONEOK INC NEW 220,000 14,978 1.69%
29 SEMGROUP CORP CL A 189,000 14,903 1.69%
30 CONCHO RESOURCES 102,000 14,739 1.67%
31 VALERO ENERGY CORP NEW 292,000 14,629 1.65%
32 SANCHEZ ENERGY CORP COM 342,000 12,856 1.45%
33 C&J ENERGY SVCS INC 376,000 12,701 1.44%
34 DRESSER-RAND GROUP INC 185,000 11,790 1.33%
35 ANTERO RES CORP 177,000 11,617 1.31%
36 Patterson UTI Energy Inc Com 330,000 11,530 1.30%
37 RPC INC 480,000 11,275 1.28%
38 HOLLYFRONTIER CORP 257,000 11,228 1.27%
39 Exterran Holdings Inc 245,000 11,023 1.25%
40 GULFPORT ENERGY CORP 175,000 10,990 1.24%
41 DIAMONDBACK ENERGY INC 121,000 10,745 1.22%
42 FMC TECHNOLOGIES INC 170,000 10,382 1.17%
43 PDC ENERGY INC 152,000 9,599 1.09%
44 TESORO CORP 162,000 9,505 1.08%
45 CONTINENTAL RESOURE 60,000 9,482 1.07%
46 CHICAGO BRIDGE & IRON CO N V 135,000 9,207 1.04%
47 DELEK US HLDGS INC COM 320,000 9,034 1.02%
48 TRANSCANADA CORP 185,000 8,828 1.00%
49 CARBO CERAMICS INC 55,000 8,477 0.96%
50 FLOTEK INDS INC DEL COM NEW 225,000 7,236 0.82%
Page 1 of 2