5 Energy Stocks in Gurus' Portfolios

Investors are buying these popular stocks

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Jan 22, 2018
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus.

Four gurus are invested in Patterson-UTI Energy Inc. (PTEN).

The North America-based land rig drilling contractors has a market cap of $5.31 billion and an enterprise value of $6.02 billion. Its revenue of $1.8 billion has grown 0.10% annually over the past 10 years.

The current stock price of $23.88 is 19.76% below its 52-week high and 61.02% above its 52-week low. Over the past 10 years, it has returned a gain of 28%.

The company’s largest shareholder among the gurus is First Pacific Advisors (Trades, Portfolio) with 0.81% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.67%, Steven Cohen (Trades, Portfolio) with 0.65% and Kahn Brothers (Trades, Portfolio) with 0.58%.

Four gurus have positions in Cabot Oil & Gas Corp. Class A (COG).

The independent oil and gas company has a market cap of $12.75 billion and an enterprise value of $13.76 billion. Its revenue of $1.6 billion grew 7.30% annually over the past 10 years.

The current stock price of $27.57 is 6.76% below its 52-week high and 34.16% above its 52-week low. Over the past decade, it has returned a gain of 182%.

Chris Davis (Trades, Portfolio) is the largest shareholder of the company among the gurus with 3.12% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 2.1% and Andreas Halvorsen (Trades, Portfolio) with 0.88%.

WPX Energy Inc. Class A (WPX) is held by seven gurus.

The oil and gas producer has a market cap of $5.81 billion and an enterprise value of $8.89 billion. Its revenue of $1.18 billion has not changed annually over a 10-year period.

The current stock price of $14.59 is 3.82% below its 52-week high and 73.90% above its 52-week low. Over the past 10 years, it has returned a 24% loss.

The company’s largest shareholder among the gurus is Cohen with 7.24% of outstanding shares followed by Leon Cooperman (Trades, Portfolio) with 2.36% and Donald Smith (Trades, Portfolio) with 1.87%.

Nine gurus have positions in Parsley Energy Inc. Class A (PE).

The independent oil and natural gas company has a market cap of $9.06 billion and an enterprise value of $11.57 billion. The current stock price of $28.82 is 23.59% below its 52-week high and 25.41% above its 52-week low. Over the past decade, it has returned a gain of 30%.

Halvorsen is the largest shareholder of the company among the gurus with 5.66% of outstanding shares followed by Cohen with 1.82% and Daniel Loeb (Trades, Portfolio) with 1.7%.

EQT Corp. (EQT) is held by eight gurus.

The natural gas exploration and production company has a market cap of $15.16 billion and an enterprise value of $21.41 billion. Its revenue of $2.62 billion has increased by 1.90% per annum over the past 10 years.

The current stock price of $57.15 is 15.76% below its 52-week high and 15.15% above its 52-week low. Over the past 10 years, it has returned a gain of 12%.

The company’s largest shareholder among the gurus is Jana Partners (Trades, Portfolio) with 3.87% of outstanding shares followed by Halvorsen with 0.94% and NWQ Managers (Trades, Portfolio) with 0.69%.

Disclosure: I do not own any shares of any stocks mentioned in this article.