According to the GuruFocus All-In-One Screener, the following companies with core business in the energy sector have positions in gurus' portfolios.
Six gurus hold 4.7 million shares of Patterson-UTI Energy Inc. (PTEN) with a total weight of 5.48% on their portfolios.
The oil drilling company operates in three segments: Contract Drilling, Pressure Pumping and Oil and Natural Gas.
The company has a market cap of $3.63 billion. The stock price of $17 is 42.88% below its 52-week high and 14.63% above its 52-week low. Over the last 10 years, it has returned a loss of 23%.
Patterson-UTI Energy’s revenue of $1.337 billion grew 0.1% over the last 10 years. Its earnings per share (EPS) of $-1.97 hasn’t changed.
In the second quarter T Boone Pickens (Trades, Portfolio) added 0.1% to his position while Mario Gabelli (Trades, Portfolio) acquired a new position in the company.
Three gurus hold 5.6 million shares of Noble Corp. PLC (NE), an offshore drilling contractor headquartered in London, with a total weight of 0.17% on their portfolios.
The company has a market cap of $842.47 million. The stock price of $3.44 is 58.90% below its 52-week high and 9.55% above its 52-week low. Over the past decade, it has returned a loss of 92%.
Noble’s revenue of $1.436 billion increased by 0.9% over the last 10 years while its EPS of $-7.15 did not change.
In the second quarter Joel Greenblatt (Trades, Portfolio) established a new position in the company.
Five gurus hold 5.6 million shares of RSP Permian Inc. (RSPP) with a total weight of 5.40% on their portfolios.
It is a producer of oil and natural gas. In 2016 it reported net production of about 29,000 barrels of oil equivalent per day.
The company has a market cap of $4.66 billion; the stock is trading with a price-earnings (P/E) ratio of 58.74. The stock price of $29.37 is 37.40% below its 52-week high and 2.12% above its 52-week low. Over the last 10 years, it has returned a gain of 46%.
RSP Permian’s revenue of $570 million and EPS of 50 cents did not face any change over the last 10 years.
In the second quarter Pickens added 11.57% to his position in the company.
Five gurus hold 2.3 million shares of Rowan Companies PLC (RDC) with a total weight of 0.23% on their portfolios.
The company is provider of drilling services to the petroleum industry. With more than 90 years of experience the company operates a fleet of 31 rigs.
The company has a market cap of $1.26 billion. The stock price of $9.97 is 54.01% below its 52-week high and 10.53% above its 52-week low. Over the past decade, it has returned a loss of 72%.
Rowan Companies’ revenue of $1.426 billion dropped by 0.90% over the last 10 years. Its EPS of -31 cents did not change.
In the second quarter FPA Capital Fund (Trades, Portfolio) raised its stake in the company by 25.05%.
Five gurus hold 10.1 million shares of Nabors Industries Ltd. (NBR) with a total weight of 1.13% on their portfolios.
It owns and operates the world's largest land-based drilling rig fleet. It also provides offshore platform work-over and drilling rigs in the U.S.
The company has a market cap of $1.86 billion. The stock price of $6.52 is 64.57% below its 52-week high and 5.50% above its 52-week low. Over the last 10 years, it has returned a loss of 78%.
Nabors Industries’ revenue of $2.253 billion dropped by 2.5% over the last 10 years, but its EPS of $-2.55 did not change.
In the second quarter Leon Cooperman (Trades, Portfolio) boosted his holding by 774.44% and even Donald Smith (Trades, Portfolio) raised his position by 117.23%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
