Boone Pickens energy holdings:
BP CAPITAL MANAGEMENT L P 260 PRESTON COMMOND WEST DALLAS, TX 75225 Position Statistics Report Date: 3/31/2005 Total Positions: 27 New Positions: 10 Increased Positions: 23 Decreased Positions: 4 Positions With Activity: 27 Sold Out Positions: 3 Total Market Value (in $ millions): 703
PEABODY ENERGY CORP COM $53,867 $15,396 40.02% 1,230,680
FORDING CDN COAL TR TR UNIT $53,815 $7,251 15.57% 605,757
EOG RES INC COM $53,330 $21,642 68.30% 1,121,560
QUICKSILVER RESOURCES I... COM $53,247 $20,087 60.58% 1,037,337
ENCANA CORP COM $48,545 $20,474 72.94% 760,176
CONSOL ENERGY INC COM $46,043 $15,185 49.21% 1,064,822
ARCH COAL INC COM $45,621 $16,054 54.30% 1,028,895
MASSEY ENERGY CORP COM $44,644 $14,424 47.73% 1,236,323
CONOCOPHILLIPS COM $37,539 $3,168 9.22% 358,023
SUNCOR ENERGY INC COM $35,435 $7,154 25.30% 961,343
EXXON MOBIL CORP COM $34,302 $2,895 9.22% 601,479
METHANEX CORP COM $27,751 $2,342 9.22% 1,666,747
BJ SVCS CO COM $26,325 $26,325 New 540,000
SHAW GROUP INC COM $22,098 $2,038 10.16% 1,222,897
TRANSOCEAN INC ORD $16,740 $16,740 New 361,000
BHP BILLITON PLC SPONSORED ADR $16,680 ($8,019) (32.47%) 679,436
BG PLC ADR FIN INST N $16,596 $16,596 New 425,000
KERR MCGEE CORP COM $15,520 $15,520 New 200,000
GLOBALSANTAFE CORP SHS $15,120 $15,120 New 450,000
PLAINS EXPL& PRODTN CO COM $9,654 $9,654 New 300,000
TODCO CL A $9,123 $9,123 New 410,000
CABOT OIL & GAS CORP COM $8,832 $8,832 New 300,000
SPINNAKER EXPL CO COM $7,540 $7,540 New 235,564
TESORO CORP COM $4,354 $4,354 New 114,770
BP PLC SPONSORED ADR $0 ($16,383) Sold Out 0
CHEVRONTEXACO CORP COM $0 ($25,963) Sold Out 0
SASOL LTD SPONSORED ADR $0 ($28,441) Sold Out 0
Rogue
