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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Treaty Oak Capital Management, LP INSTITUTION : Treaty Oak Capital Management, LP
Treaty Oak Capital Management, LP Latest Top 20 Portfolio Holdings: (Filing Date: 2011-11-14) --- full portfolio
Company (links to holding history) Ticker Value On
2011-09-30
No of Shares % of portfolio
ENERGY XXI LIMITED    (SHS) EXXI 3,149,000 146,619 8.16%
OIL STS INTL INC    (COM) OIS 2,699,000 52,999 6.99%
NATIONAL OILWELL VARCO INC    (COM) NOV 2,496,000 48,724 6.47%
KEY ENERGY SVCS INC    (COM) KEG 2,477,000 261,040 6.42%
HALLIBURTON CO    (COM) HAL 2,122,000 69,529 5.50%
ANADARKO PETE CORP    (COM) APC 2,041,000 32,379 5.29%
CVR ENERGY INC    (COM) CVI 1,940,000 91,759 5.02%
NEWFIELD EXPL CO    (COM) NFX 1,920,000 48,374 4.97%
PIONEER NAT RES CO    (COM) PXD 1,798,000 27,336 4.66%
ENDEAVOR INTERNATIONAL CORPORATION COMMON STOCK    (SHS) END 1,745,000 218,706 4.52%
MARATHON PETROLEUM CORPORATION    (SHS) MPC 1,577,000 58,271 4.08%
VENOCO INC    (COM) VQ 1,424,000 161,622 3.69%
PEABODY ENERGY CORP    (COM) BTU 1,355,000 40,000 3.51%
HOLLYFRONTIER CORP.    (SHS) HFC 1,251,000 47,714 3.24%
METHANEX CORP    (COM) MEOH 1,187,000 56,936 3.07%
VAALCO ENERGY INC    (COM NEW) EGY 1,085,000 223,201 2.81%
BP PLC    (SPONSORED ADR) BP 1,078,000 29,884 2.79%
PLAINS EXPL& PRODTN CO    (COM) PXP 1,009,000 44,446 2.61%
MDU RES GROUP INC    (COM) MDU 931,000 48,494 2.41%
CARRIZO OIL & CO INC    (COM) CRZO 841,000 39,018 2.18%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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