Anadarko Petroleum Corporation (APC), Pioneer Natural Resources (PXD): Billionaire Israel Englander’s Top Energy Picks

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Cameron International Corporation (NYSE:CAM) is next on the list with Millennium Management holding 5.69 million shares, up by 1412% on the quarter; the value of the stake amounts to $283.99 million. The stock price of the company dropped by about 17% in 2014.

Cameron reorganized the business under the following segments: Subsea, Surface, Drilling, and Valves and Measurement, each of them with their own long-term drivers. Moreover, a couple of years ago, the company entered into a joint venture with the world’s largest oil field services firm, Schlumberger Limited. (NYSE:SLB), named OneSubsea™. The purpose was to manufacture and develop products, systems and services for the subsea oil and gas market. With the deal, the firm is gaining access to Schlumberger’s reputation and most importantly, clients.

Apart from Mr. Englander, the largest shareholder of Cameron International Corporation (NYSE:CAM) is Steven Richman’s East Side Capital (Rr Partners), which upped its stake by 5% on the quarter to 3.35 million shares held as of the end of 2014.

Next in line is Anadarko Petroleum Corporation (NYSE:APC), which represented Millennium’s ninth-largest holding in terms of value at the end of the fourth quarter of 2014, despite a 13% decrease in its stake during the quarter to 2.88 million shares valued at $237.99 million. However, Anadarko Petroleum Corporation (NYSE:APC)’s stock gained 4.1% in 2014.

Ken Griffin’s Citadel Investment Group is one of the largest investor in Anadarko Petroleum Corporation (NYSE:APC) as it reported holding 4.92 million shares, up by 35% on the quarter. Another significant investor of the company is Paul Singer‘s Elliot Management owning 4.62 million shares valued at $381.08 million.

Disclosure: none

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