5 Energy Stocks in Gurus' Portfolios

Investors are buying these popular stocks

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Apr 17, 2018
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus.

Seven gurus are invested in Anadarko Petroleum Corp. (APC).

The company explores and produces oil and natural gas. It has a market cap of $32.7 billion and an enterprise value of $46.93 billion. Its revenue of $11.23 billion has decreased 3.90% annually over the past 10 years.

The current stock price of $63.46 is 0.55% below its 52-week high and 58.81% above its 52-week low. Over the past 10 years, it has returned a loss of 8%.

The company’s largest shareholder among the gurus is Dodge & Cox with 9% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 1.12% and Bill Nygren (Trades, Portfolio) with 0.99%.

Three gurus have positions in Tellurian Inc. (TELL).

The company operates in building a natural gas business, trading of LNG cargoes, and development. It has a market cap of $2.04 billion and an enterprise value of $1.91 billion.

The current stock price of $8.94 is 34.93% below its 52-week high and 38.60% above its 52-week low. Over the past decade, it has returned a loss of 23%.

Cohen is the largest shareholder of the company among the gurus with 0.15% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.09%, Pioneer Investments (Trades, Portfolio) with 0.07% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.

Antero Resources Corp. (AR) is held by five gurus.

The company acquires, explores, produces and develops natural gas and oil properties in the U.S. It has a market cap of $6.53 billion and an enterprise value of $12.03 billion.

The current stock price of $20.62 is 9.08% below its 52-week high and 26.43% above its 52-week low. Over the past 10 years, it has returned a 60% loss.

The company’s largest shareholder among the gurus is Seth Klarman (Trades, Portfolio) with 7.81% of outstanding shares followed by Glenn Greenberg (Trades, Portfolio) with 3.49%, David Swensen (Trades, Portfolio) with 1.28% and Alan Fournier (Trades, Portfolio) with 0.57%.

Five gurus have positions in Continental Resources Inc. (CLR).

The independent crude oil and natural gas exploration and production company has a market cap of $23.24 billion and an enterprise value of $29.55 billion. Its revenue of $3.12 billion has raised 18.30% annually over a 10-year period.

The current stock price of $61.8 is 1.39% below its 52-week high and 112.52% above its 52-week low. Over the past decade, it has returned a gain of 193%.

Michael Price (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.1% of outstanding shares followed by Murray Stahl (Trades, Portfolio) with 0.05% and Pioneer Investments (Trades, Portfolio) with 0.03%.

SandRidge Energy Inc. (SD) is held by four gurus.

The company is engaged in the exploration and development of oil properties. It has a market cap of $520.37 million and an enterprise value of $458.73 million. Its revenue of $357.30 million has declined 5.20% per annum over the past 10 years.

The current stock price of $14.6 is 33.33% below its 52-week high and 12.18% above its 52-week low. Over the past 10 years, it has returned a loss of 25%.

The company’s largest shareholder among the gurus is Carl Icahn (Trades, Portfolio) with 13.52% of outstanding shares followed by John Paulson (Trades, Portfolio) with 1.87%, Simons with 0.61% and Howard Marks (Trades, Portfolio) with 0.38%.

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