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His second-largest holding: Canadian oil firm Husky Energy, which cut spending by almost a third for 2009.
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The report also cited the strong quarterly dividend history at Husky Energy Inc.
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In fact, a little-noted part of his holdings, Husky Energy, of Canada, is on this day one of his favorite subjects.
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While EnCana and four others fell in the rankings, five rose: Penn West Petroleum, Talisman Energy, Suncor Energy, Canadian Natural Resources and Husky Energy.
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Evidently bullish, he has been buying up more shares lately in his main holdings, Cheung Kong, Hutchison Whampoa and Canadian oil firm Husky Energy.
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If successful, Husky will be the first issuer to have a first-lien repricing since Gibson Energy in May.
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