Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Stelliam Investment Management, Lp

Industry Market Value
Percent
13 - Oil And Gas Extraction 653,861,000 25.09
15 - Building Construction General Contractors And Operative Builders 134,766,000 5.17
20 - Food And Kindred Products 0 0.00
24 - Lumber And Wood Products, Except Furniture 50,074,000 1.92
28 - Chemicals And Allied Products 182,237,000 6.99
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 158,862,000 6.10
45 - Transportation By Air 291,030,000 11.17
48 - Communications 327,567,000 12.57
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 49,319,000 1.89
53 - General Merchandise Stores 114,653,000 4.40
57 - Home Furniture, Furnishings, And Equipment Stores 0 0.00
60 - Depository Institutions 144,074,000 5.53
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 73,013,000 2.80
63 - Insurance Carriers 134,069,000 5.14
73 - Business Services 147,756,000 5.67
Industry Not Reported 144,609,000 5.55
Total 2,605,890,000 100.00