13F-HR 1 chiv1q12.txt 13F-HR 1Q12 1
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
FORM 13F
FORM 13F COVER PAGE
REPORT OF THE CALENDAR YEAR ENDED: March 31, 2012 Check here if Amendment [ ]; Amendment Number: ______ This Amendment (Check only one): [ ] is a restatement [ ] adds new holdings entries INSTITUTIONAL INVESTMENT MANAGER FILING THIS REPORT: Name: Chapter IV Investors, LLC Address: 301 South Tryon Street, Suite 1850 Charlotte, NC 28202 13F File Number: 028-12694 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables are considered integral parts of this form. PERSON SIGNING THE REPORT ON BEHALF OF REPORTING MANAGER: Name: Kimberly Sturkey Title: Chief Financial Officer Phone: (704) 644-4072 SIGNATURE, PLACE, AND DATE OF SIGNING: /s/ Kimberly Sturkey Charlotte, NC 5/14/2012 ----------------------- ------------------------- ---------------------------- Signature Place Date REPORT TYPE: [X] 13F Holdings Report [ ] 13F Notice [ ] 13F COMBINATION REPORT LIST OF OTHER MANAGERS REPORTING FOR THIS MANAGER: NONE 2
FORM 13F SUMMARY PAGE REPORT SUMMARY: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 10 Form 13F Information Table Value Total: $207,714 (thousands) LIST OF OTHER INCLUDED MANAGERS: NONE 3
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 --------------------- -------- -------- --------- ------------------------- ---------- -------- --------------------- TITLE OF VALUE SHARES OR INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (X $1000) PRN AMT SH/PRN PUT/CALL DISCRETION MANAGERS SOLE SHARED NONE --------------------- -------- -------- --------- --------- ------ -------- ---------- -------- --------- ------ ---- Cabot Oil and Gas Corp CL A 127097103 $ 7,769 249,256 sh SOLE 249,256 Clear Channel Outdoor CL A 18451C109 $ 7,980 1,000,000 sh SOLE 1,000,000 EQT Corporation COM 26884L109 $ 9,334 193,605 Sh SOLE 193,605 Lamar Advertising CL A 512815101 $ 31,963 986,203 Sh SOLE 986,203 Martin Marietta Matls COM 573284106 $ 42,000 490,488 Sh SOLE 490,488 Packaging Corp of America COM 695156109 $ 14,276 482,446 Sh SOLE 482,446 Range Resources Corp COM 75281A109 $ 25,582 440,000 Sh SOLE 440,000 Rock-Tenn Company CL A 772739207 $ 50,945 754,069 Sh SOLE 754,069 Scripps Networks Interactive CL A 811065101 $ 8,554 175,691 Sh SOLE 175,691 Vulcan Matls Co COM 929160109 $ 9,311 217,905 Sh SOLE 217,905 --------- Total Value: $ 207,714 ---------