5 Energy Stocks in Gurus' Portfolios

Continental Resources tops the list

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Jul 02, 2019
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According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus.

Continental Resources Inc. (CLR, Financial) is held by 10 gurus.

The oil and gas producer has a market cap of $15.86 billion. Its revenue of $4.69 billion has grown at a rate of 17% over a 10-year period.

The stock is trading with a price-earnings ratio of 16.73. The current share price of $42.09 is 41.5% below its 52-week high and 21.61% above its 52-week low. Over the last 10 years, it has returned a gain of 203%.

The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.15% of outstanding shares, followed by Michael Price (Trades, Portfolio) with 0.07% and Ken Heebner (Trades, Portfolio) with 0.02%.

Tenaris SA (TS, Financial) is held by four gurus.

The company, which provides steel pipes and related services to the energy industry, has a $15.66 billion market cap. Its revenue of $7.66 billion has declined at a rate of 3.30% over a 10-year period.

The stock is trading with a price-earnings ratio of 17.94. The current share price of $26.31 is 32.61% below its 52-week high and 28.66% above its 52-week low. Over the past decade, it has returned a loss of 3%.

John Rogers (Trades, Portfolio) is the company's largest guru shareholder with 0.18% of outstanding shares, followed by Simons' firm with 0.13%, NWQ Managers (Trades, Portfolio) with 0.11% and Steven Cohen (Trades, Portfolio) with 0.06%.

Magellan Midstream Partners LP (MMP, Financial)Â is held by three gurus.

The company, which operates pipelines and storage terminals in the Central and Eastern U.S., has a $14.62 billion market cap. Its revenue of $2.77 billion has grown 3.40% over the last 10 years.

The stock is trading with a price-earnings ratio of 10.99. The current share price of $64 is 12.21% below its 52-week high and 17.97% above its 52-week low. Over the past decade, it has returned 268%.

The company’s largest guru shareholder is Simons’ firm with 0.21% of outstanding shares, followed by George Soros (Trades, Portfolio) with 0.04% and T Boone Pickens (Trades, Portfolio) with 0.03%.

Devon Energy Corp. (DVN, Financial) is held by 16 gurus.

The independent oil and gas exploration and production company has a market cap of $11.84 billion. Its revenue of $10.03 billion has declined at a rate of 1.10% over the last 10 years.

The stock is trading with a price-earnings ratio of 19.94. The current share price of $28.52 is 38.72% below its 52-week high and 40.01% above its 52-week low. Over the past decade, it has returned a loss of 48%.

With 3.97% of outstanding shares, Paul Singer (Trades, Portfolio) is the company's largest guru shareholder, followed by Diamond Hill Capital (Trades, Portfolio) with 2.05%, Ken Fisher with 0.55% and Tweedy Browne (Trades, Portfolio) with 0.31%.

Marathon Oil Corp. (MRO, Financial)Â is held by 11 gurus.

The independent oil and gas exploration and production company has an $11.63 billion market cap. Its revenue of $5.56 billion has fallen at a rate of 24.70% over the past decade.

The stock is trading with a price-earnings ratio of 13.04. The current share price of $14.21 is 41.28% below its 52-week high and 13.05% above its 52-week low. Over the last 10 years, it has returned a loss of 22%.

The company’s largest guru shareholder is Hotchkis & Wiley with 5.34% of outstanding shares, followed by Simons' firm with 0.95%, Fisher with 0.61%, Pioneer Investments (Trades, Portfolio) with 0.43% and Joel Greenblatt (Trades, Portfolio) with 0.43%.

Disclosure: I do not own any stocks mentioned.Â

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