Aventail Capital Group, LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1431.7T

Holdings

89

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (89 positions)

#StockSharesValue% PortfolioType
1
FANGDIAMONDBACK ENERGY INC
375,000$75.1T5.24%
2
CHRDCHORD ENERGY CORPORATION
434,952$72.9T5.09%
3
PRPERMIAN RESOURCES CORP
4,455,450$72.0T5.03%
4
EDCONSOLIDATED EDISON INC
745,436$66.7T4.66%
5
VSTVISTRA CORP
626,902$53.9T3.76%
6
TRGPTARGA RES CORP
395,000$50.9T3.55%
7
0E41ENLINK MIDSTREAM LLC
3,640,954$50.1T3.50%
8
SDRLSEADRILL 2021 LTD
919,846$47.4T3.31%
9
MTDRMATADOR RES CO
760,000$45.3T3.16%
10
BKRBAKER HUGHES COMPANY
1,192,181$41.9T2.93%
11
OKEONEOK INC NEW
500,000$40.8T2.85%
12
OVVOVINTIV INC
800,000$37.5T2.62%
13
RRCRANGE RES CORP
1,000,000$33.5T2.34%
14
CVECENOVUS ENERGY INC
1,700,546$33.4T2.34%
15
8LP1VITAL ENERGY INC
700,000$31.4T2.19%
16
NEENEXTERA ENERGY INC
422,795$29.9T2.09%
17
CRGYCRESCENT ENERGY COMPANY
2,498,573$29.6T2.07%
18
TRPTC ENERGY CORP
770,978$29.2T2.04%
19
MGYMAGNOLIA OIL & GAS CORP
1,037,372$26.3T1.84%
20
VNOMUSDVIPER ENERGY INC
622,780$23.4T1.63%
21
DDOMINION ENERGY INC
442,143$21.7T1.51%
22
ARANTERO RESOURCES CORP
663,639$21.7T1.51%
23
PPLPPL CORP
745,100$20.6T1.44%
24
TRMDTORM PLC
530,989$20.6T1.44%
25
GPORGULFPORT ENERGY CORP
133,409$20.1T1.41%
26
MPCMARATHON PETE CORP
108,388$18.8T1.31%
27
DO1USDDIAMOND OFFSHORE DRILLING IN
1,130,602$17.5T1.22%
28
NENOBLE CORP PLC
383,834$17.1T1.20%
29
FEFIRSTENERGY CORP
443,034$17.0T1.18%
30
OGEOGE ENERGY CORP
418,950$15.0T1.04%
31
NJRNEW JERSEY RES CORP
346,312$14.8T1.03%
32
KGSKODIAK GAS SVCS INC
460,687$12.6T0.88%
33
GEVGE VERNOVA INC
72,303$12.4T0.87%
34
PAGPPLAINS GP HLDGS L P
645,493$12.1T0.85%
35
SOCSABLE OFFSHORE CORP
800,000$12.1T0.84%
36
STNGSCORPIO TANKERS INC
146,483$11.9T0.83%
37
CNMCORE & MAIN INC
242,649$11.9T0.83%
38
DTEDTE ENERGY CO
103,258$11.5T0.80%
39
EOGEOG RES INC
90,849$11.4T0.80%
40
PEGPUBLIC SVC ENTERPRISE GRP IN
150,000$11.1T0.77%
41
TNKTEEKAY TANKERS LTD
159,617$11.0T0.77%
42
RIGTRANSOCEAN LTD
2,000,000$10.7T0.75%
43
CNXCNX RES CORP
430,772$10.5T0.73%
44
CRCCANADIAN NAT RES LTD
285,959$10.2T0.71%
45
HUTHUT 8 CORP
673,725$10.1T0.71%
46
DVNDEVON ENERGY CORP NEW
211,372$10.0T0.70%
47
DUKDUKE ENERGY CORP NEW
99,562$10.0T0.70%
48
ITRIITRON INC
92,966$9.2T0.64%
49
CIVICIVITAS RESOURCES INC
123,805$8.5T0.60%
50
NEXTNEXTDECADE CORP
997,121$7.9T0.55%
51
AESAES CORP
448,990$7.9T0.55%
52
VLOVALERO ENERGY CORP
50,000$7.8T0.55%
53
PSXPHILLIPS 66
50,000$7.1T0.49%
54
CORZCORE SCIENTIFIC INC NEW
686,832$6.4T0.45%
55
CRCCALIFORNIA RES CORP
105,160$5.6T0.39%
56
PWRQUANTA SVCS INC
21,928$5.6T0.39%
57
DINOHF SINCLAIR CORP
100,000$5.3T0.37%
58
MUSAMURPHY USA INC
11,063$5.2T0.36%
59
WMBWILLIAMS COS INC
121,389$5.2T0.36%
60
SRESEMPRA
66,266$5.0T0.35%
61
CMICUMMINS INC
18,130$5.0T0.35%
62
SOSOUTHERN CO
64,292$5.0T0.35%
63
CEGCONSTELLATION ENERGY CORP
24,622$4.9T0.34%
64
PBFPBF ENERGY INC
85,000$3.9T0.27%
65
EQNREQUINOR ASA
136,672$3.9T0.27%
66
NFGNATIONAL FUEL GAS CO
71,512$3.9T0.27%
67
OKLOOKLO INC
437,491$3.7T0.26%
68
SOCSABLE OFFSHORE CORP
778,471$3.3T0.23%
69
CASYCASEYS GEN STORES INC
8,649$3.3T0.23%
70
TALOTALOS ENERGY INC
250,000$3.0T0.21%
71
XPROEXPRO GROUP HOLDINGS NV
131,368$3.0T0.21%
72
TACTRANSALTA CORP
415,173$2.9T0.21%
73
HXLHEXCEL CORP NEW
43,907$2.7T0.19%
74
ASCARDMORE SHIPPING CORP
121,121$2.7T0.19%
75
AROCARCHROCK INC
113,887$2.3T0.16%
76
MYRGMYR GROUP INC DEL
16,436$2.2T0.16%
77
GLNGGOLAR LNG LTD
65,274$2.0T0.14%
78
FTITECHNIPFMC PLC
77,580$2.0T0.14%
79
NVTNVENT ELECTRIC PLC
20,776$1.6T0.11%
80
CTVHELIX ENERGY SOLUTIONS GRP I
90,000$1.1T0.08%
81
HAFNHAFNIA LTD
127,199$1.1T0.07%
82
ACAARCOSA INC
12,477$1.0T0.07%
83
ROADCONSTRUCTION PARTNERS INC
17,734$979.1B0.07%
84
LNGCHENIERE ENERGY INC
5,423$948.1B0.07%
85
7SUSUMMIT MATLS INC
24,449$895.1B0.06%
86
NWPXNORTHWEST PIPE CO
19,128$649.8B0.05%
87
GRNTGRANITE RIDGE RESOURCES INC
90,000$569.7B0.04%
88
ATKRATKORE INC
4,136$558.1B0.04%
89
1939900DBROOKFIELD INFRASTRUCTURE CO
9,275$312.2B0.02%