CPMG Inc Buys Ensco PLC, California Resources Corp, Noble Corp PLC, Sells Tahoe Resources Inc, Cenovus Energy Inc, Energy XXI Gulf Coast Inc

Investment company CPMG Inc buys Ensco PLC, California Resources Corp, Noble Corp PLC, GulfMark Offshore Inc, Kinross Gold Corp, Tidewater Inc, Basic Energy Services Inc, sells Tahoe Resources Inc, Cenovus Energy Inc, Energy XXI Gulf Coast Inc, Ocean Rig UDW Inc, Seadrill Old during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, CPMG Inc. As of 2018-06-30, CPMG Inc owns 18 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of CPMG Inc's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=CPMG+Inc

These are the top 5 holdings of CPMG Inc
  1. Intuitive Surgical Inc (ISRG) - 1,547,000 shares, 66.37% of the total portfolio.
  2. Reata Pharmaceuticals Inc (RETA) - 4,605,380 shares, 14.44% of the total portfolio.
  3. United Rentals Inc (URI) - 400,000 shares, 5.29% of the total portfolio.
  4. Skyworks Solutions Inc (SWKS) - 500,000 shares, 4.33% of the total portfolio.
  5. Kirkland Lake Gold Ltd (KL) - 1,000,959 shares, 1.9% of the total portfolio. Shares added by 11.10%
New Purchase: Ensco PLC (ESV)

CPMG Inc initiated holding in Ensco PLC. The purchase prices were between $4.34 and $7.26, with an estimated average price of $6.12. The stock is now traded at around $6.70. The impact to a portfolio due to this purchase was 0.72%. The holding were 1,110,000 shares as of 2018-06-30.

New Purchase: California Resources Corp (CRC)

CPMG Inc initiated holding in California Resources Corp. The purchase prices were between $16.08 and $45.44, with an estimated average price of $31.56. The stock is now traded at around $32.08. The impact to a portfolio due to this purchase was 0.61%. The holding were 150,000 shares as of 2018-06-30.

New Purchase: Noble Corp PLC (NE)

CPMG Inc initiated holding in Noble Corp PLC. The purchase prices were between $3.58 and $6.33, with an estimated average price of $5.11. The stock is now traded at around $5.57. The impact to a portfolio due to this purchase was 0.56%. The holding were 990,300 shares as of 2018-06-30.

New Purchase: GulfMark Offshore Inc (GLF)

CPMG Inc initiated holding in GulfMark Offshore Inc. The purchase prices were between $27.8 and $37.84, with an estimated average price of $33.03. The stock is now traded at around $38.18. The impact to a portfolio due to this purchase was 0.4%. The holding were 132,046 shares as of 2018-06-30.

New Purchase: Tidewater Inc (TDW)

CPMG Inc initiated holding in Tidewater Inc. The purchase prices were between $27.46 and $35.09, with an estimated average price of $31.33. The stock is now traded at around $32.36. The impact to a portfolio due to this purchase was 0.28%. The holding were 107,465 shares as of 2018-06-30.

New Purchase: Basic Energy Services Inc (BAS)

CPMG Inc initiated holding in Basic Energy Services Inc. The purchase prices were between $11.11 and $17.15, with an estimated average price of $14.1. The stock is now traded at around $8.62. The impact to a portfolio due to this purchase was 0.2%. The holding were 203,980 shares as of 2018-06-30.

Added: Kinross Gold Corp (KGC)

CPMG Inc added to a holding in Kinross Gold Corp by 26.38%. The purchase prices were between $3.55 and $4.12, with an estimated average price of $3.76. The stock is now traded at around $3.08. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,791,400 shares as of 2018-06-30.

Sold Out: Tahoe Resources Inc (TAHO)

CPMG Inc sold out a holding in Tahoe Resources Inc. The sale prices were between $4.75 and $5.52, with an estimated average price of $5.03.

Sold Out: Cenovus Energy Inc (CVE)

CPMG Inc sold out a holding in Cenovus Energy Inc. The sale prices were between $8.38 and $11.2, with an estimated average price of $10.07.

Sold Out: Energy XXI Gulf Coast Inc (EGC)

CPMG Inc sold out a holding in Energy XXI Gulf Coast Inc. The sale prices were between $3.71 and $9.04, with an estimated average price of $6.81.

Sold Out: Ocean Rig UDW Inc (ORIG)

CPMG Inc sold out a holding in Ocean Rig UDW Inc. The sale prices were between $23.47 and $29.48, with an estimated average price of $26.31.

Sold Out: Seadrill Ltd Old (SDRL)

CPMG Inc sold out a holding in Seadrill Ltd Old. The sale prices were between $54.9 and $168.72, with an estimated average price of $92.39.



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