| Enlightened-American: Boone Pickens (BP Capital) Q1 2008 13F-HR Filing | |||||||||
| Quarter Ending 03/31/2008 | Back to the Enlightened American Website | ||||||||
| Boone Pickens (BP Capital) | |||||||||
| ***** NEW POSITIONS TAKEN | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| HALLIBURTON CO | 1,476,346 | $39.33 | $58,065,000 | ||||||
| MCMORAN EXPLORATION CO | 1,017,151 | $17.29 | $17,587,000 | ||||||
| SANDRIDGE ENERGY INC | 1,025,621 | $39.15 | $40,153,000 | ||||||
| XTO ENERGY INC | 716,762 | $61.86 | $44,339,000 | ||||||
| TRANSOCEAN INC NEW | 1,085,365 | $135.20 | $146,741,000 | ||||||
| ***** SOLD OFF | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| ANADARKO PETROLEUM CORP | 375,246 | $65.69 | $24,650,000 | ||||||
| EXXON MOBIL CORP | 1,876,320 | $93.69 | $175,792,000 | ||||||
| VALERO ENERGY CORP NEW | 99,372 | $70.03 | $6,959,000 | ||||||
| ***** HOLD POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| ***** AUGMENTED POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| 2.69% | -6.53% | 70,878 | ABB LTD. | 2,708,722 | 2,637,844 | $26.92 | $28.80 | $72,919,000 | $75,970,000 |
| 1.01% | -11.76% | 3,946 | CLEAN ENERGY FUELS CORP | 396,464 | 392,518 | $13.36 | $15.14 | $5,297,000 | $5,943,000 |
| 2.69% | -21.26% | 24,731 | DRESSER-RAND GROUP INC | 945,130 | 920,399 | $30.75 | $39.05 | $29,063,000 | $35,942,000 |
| 2.69% | -3.13% | 15,980 | FLUOR CORP NEW | 610,673 | 594,693 | $141.16 | $145.72 | $86,203,000 | $86,659,000 |
| 2.69% | 19.14% | 15,183 | GREENBRIER COMPANIESINC | 580,186 | 565,003 | $26.52 | $22.26 | $15,387,000 | $12,577,000 |
| 0.81% | -14.49% | 7,652 | INTEROIL CORP | 951,616 | 943,964 | $16.47 | $19.26 | $15,673,000 | $18,181,000 |
| 2.69% | -23.03% | 23,766 | JACOBS ENGR GROUP INC DEL | 908,253 | 884,487 | $73.59 | $95.61 | $66,838,000 | $84,566,000 |
| 2.69% | -28.53% | 16,353 | KBR INC | 624,990 | 608,637 | $27.73 | $38.80 | $17,331,000 | $23,615,000 |
| 2.69% | -4.96% | 52,277 | OCCIDENTAL PETE CORP DEL | 1,997,795 | 1,945,518 | $73.17 | $76.99 | $146,179,000 | $149,785,000 |
| 16.63% | -11.56% | 164,306 | SCHLUMBERGER LTD | 1,152,366 | 988,060 | $87.00 | $98.37 | $100,256,000 | $97,195,000 |
| 2.69% | -22.01% | 17,914 | SHAW GROUP INC | 684,642 | 666,728 | $47.14 | $60.44 | $32,274,000 | $40,297,000 |
| 2.69% | -4.43% | 79,210 | TALISMAN ENERGY INC | 3,027,119 | 2,947,909 | $17.70 | $18.52 | $53,580,000 | $54,595,000 |
| 2.69% | -43.10% | 28,847 | TITANIUM METALS CORP | 1,102,456 | 1,073,609 | $15.05 | $26.45 | $16,592,000 | $28,397,000 |
| 138.90% | -63.48% | 422,788 | FOSTER WHEELER LTD | 727,177 | 304,389 | $56.62 | $155.02 | $41,173,000 | $47,186,000 |
| 41.29% | 5.64% | 160,845 | WEATHERFORD INTERNATIONAL LT | 550,397 | 389,552 | $72.47 | $68.60 | $39,887,000 | $26,723,000 |
| ***** REDUCED POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| -54.65% | -8.54% | -529,063 | CHEVRON CORP NEW | 438,993 | 968,056 | $85.36 | $93.33 | $37,472,000 | $90,349,000 |
| -7.21% | -4.03% | -238,679 | DENBURY RESOURCES INC NEW | 3,070,913 | 3,309,592 | $28.55 | $29.75 | $87,675,000 | $98,460,000 |
| -30.83% | -11.39% | -559,812 | SUNCOR ENERGY INC | 1,255,777 | 1,815,589 | $96.35 | $108.73 | $120,994,000 | $197,409,000 |
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