Sound Energy Partners’ $551 Million Basic Materials Share Investments

Wall St. Watchdog reveals information regarding Sound Energy Partners’ top holdings in the Basic Materials sector for the quarter ending September 30th, 2011. The firm held 40 stocks in the Basic Materials sector at the end of the quarter with an aggregate market value of $551.136 million.

  • Baker Hughes Incorporated (NYSE:BHI): On 06/30/2011, Sound Energy Partners reported holding 1,200,000 shares with a market value of $87,071,997. This comprised 6.81% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 1,250,000 shares with a market value of $57,687,502. This comprised 7.43% of the total portfolio. The net change in shares for this position over the two quarters is 50,000. About Company: Baker Hughes Incorporated supplies reservoir-centered products, services, and systems to the worldwide oil and gas industry. The Company provides products and services for oil and gas exploration, drilling, completion, and production. Baker Hughes also manufactures and markets a variety of roller cutter bits and fixed cutter diamond bits.
  • Halliburton Company (NYSE:HAL): On 06/30/2011, Sound Energy Partners reported holding 1,646,400 shares with a market value of $83,966,400. This comprised 6.56% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 1,596,400 shares with a market value of $48,722,129. This comprised 6.27% of the total portfolio. The net change in shares for this position over the two quarters is -50,000. About Company: Halliburton Company provides energy services and engineering and construction services, as well as manufactures products for the energy industry. The Company offers services and products and integrated solutions to customers in the exploration, development, and production of oil and natural gas.
  • Cameron International Corporation (NYSE:CAM): On 06/30/2011, Sound Energy Partners reported holding 1,477,581 shares with a market value of $74,307,550. This comprised 5.81% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 994,581 shares with a market value of $41,314,896. This comprised 5.32% of the total portfolio. The net change in shares for this position over the two quarters is -483,000. About Company: Cameron International Corporation manufactures oil and gas pressure control equipment, including valves, wellheads, chokes, and assembled systems. The Company’s equipment is used for oil and gas drilling, production, and transmission in onshore, offshore, and subsea applications. Cameron also produces gas turbines, centrifugal gas and air compressors, and other products.
  • Anadarko Petroleum Corporation (NYSE:APC): On 06/30/2011, Sound Energy Partners reported holding 200,000 shares with a market value of $15,352,000. This comprised 1.2% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 492,440 shares with a market value of $31,048,342. This comprised 4% of the total portfolio. The net change in shares for this position over the two quarters is 292,440. About Company: Anadarko Petroleum Corporation is an independent oil and gas exploration and production company with international operations. In the United States, the Company operates in Texas and surrounding states, the Rocky Mountain region, Alaska, and the Gulf of Mexico. Internationally, Anadarko has exploration and/or production operations in Africa, Asia, South America, and the Caribbean.
  • Concho Resources Inc. (NYSE:CXO): On 06/30/2011, Sound Energy Partners reported holding 402,900 shares with a market value of $37,006,364. This comprised 2.89% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 423,110 shares with a market value of $30,100,045. This comprised 3.87% of the total portfolio. The net change in shares for this position over the two quarters is 20,210. About Company: Concho Resources Inc. acquires, develops and explores for oil and natural gas properties in the Permian Basin area of Southeast New Mexico and West Texas.
  • Hess Corporation (NYSE:HES): On 06/30/2011, Sound Energy Partners reported holding 527,200 shares with a market value of $39,413,473. This comprised 3.08% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 554,480 shares with a market value of $29,088,020. This comprised 3.74% of the total portfolio. The net change in shares for this position over the two quarters is 27,280. About Company: Hess Corporation is a global integrated energy company. The Company explores for, produces, markets, and refines crude oil and natural gas. The Company operates in countries that include Algeria, Australia, Azerbaijan, Brazil, Denmark, Egypt, Equatorial Guinea, Gabon, Ghana, Indonesia, Libya, Malaysia, Norway, Peru, Russia, Thailand, the United Kingdom and the United States.
  • Nexen Inc. (NYSE:NXY): On 06/30/2011, Sound Energy Partners reported holding 2,126,400 shares with a market value of $47,844,000. This comprised 3.74% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 1,763,760 shares with a market value of $27,320,642. This comprised 3.52% of the total portfolio. The net change in shares for this position over the two quarters is -362,640. About Company: Nexen Inc., operates as an energy company and explores for, develops, produces and markets crude oil, natural gas and power. The Company’s oil and gas exploration and development activities are conducted in the North Sea, Canada, Gulf of Mexico, offshore West Africa, and Yemen.
  • Ensco Plc (NYSE:ESV): On 06/30/2011, Sound Energy Partners reported holding 725,000 shares with a market value of $38,642,499. This comprised 3.02% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 675,000 shares with a market value of $27,290,250. This comprised 3.51% of the total portfolio. The net change in shares for this position over the two quarters is -50,000. About Company: Ensco PLC is an international offshore contract drilling company. The Company’s operations are concentrated in the geographic regions of Asia Pacific (which includes Asia, the Middle East, Australia and New Zealand), Europe/Africa and North and South America.
  • Devon Energy Corporation (NYSE:DVN): On 06/30/2011, Sound Energy Partners reported holding 0 shares. On 09/30/2011, Sound Energy Partners reported holding 400,000 shares with a market value of $22,175,999. This comprised 2.85% of the total portfolio. The net change in shares for this position over the two quarters is 400,000. About Company: Devon Energy Corporation is an independent energy company that is involved primarily in oil and gas exploration, development and production, the transportation of oil, gas, and NGLs and the processing of natural gas. The Company also has marketing and midstream operations primarily in North America that include gas, crude oil and NGLs.
  • Nabors Industries Ltd. (NYSE:NBR): On 06/30/2011, Sound Energy Partners reported holding 1,260,000 shares with a market value of $31,046,399. This comprised 2.43% of the total portfolio. On 09/30/2011, Sound Energy Partners reported holding 1,655,743 shares with a market value of $20,299,410. This comprised 2.61% of the total portfolio. The net change in shares for this position over the two quarters is 395,743. About Company: Nabors Industries Ltd, is a land drilling contractor, and also performs well servicing and workovers. The Company conducts oil, gas, and geothermal land drilling operations. Nabors’ well-site services include oilfield management, well logging, and other support services.

(Note: Data regarding Sound Energy Partners’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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