Aventail Capital Group, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.7B

Holdings

91

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (91 positions)

#StockSharesValue% PortfolioType
1
FANGDIAMONDBACK ENERGY INC
563,011$97.1T5714118.12%
2
TRPTC ENERGY CORP
1,791,034$85.2T5013597.06%
3
PPLPPL CORP
2,087,942$69.1T4066108.87%
4
PRPERMIAN RESOURCES CORP
4,671,266$63.6T3742723.94%
5
PSXPHILLIPS 66
477,123$62.7T3692206.77%
6
TRGPTARGA RES CORP
400,018$59.2T3485504.64%
7
GPORGULFPORT ENERGY OPERATING CO
382,803$57.9T3410773.12%
8
ESEVERSOURCE ENERGY
849,380$57.8T3402712.32%
9
GLNGGOLAR LNG LTD
1,466,224$53.9T3173006.04%
10
TLNTALEN ENERGY CORP
300,882$53.6T3157159.02%
11
SDRLSEADRILL 2021 LTD
1,279,476$50.8T2993333.31%
12
NEENEXTERA ENERGY INC
547,042$46.2T2722241.26%
13
BKVBKV CORP
2,437,564$44.6T2624610.19%
14
OKEONEOK INC NEW
484,334$44.1T2598372.42%
15
PEGPUBLIC SVC ENTERPRISE GRP IN
461,894$41.2T2425777.35%
16
SHELSHELL PLC
617,925$40.8T2399085.04%
17
SMSM ENERGY CO
1,015,138$40.6T2388659.84%
18
VSTVISTRA CORP
316,972$37.6T2211978.48%
19
KEXKIRBY CORP
297,243$36.4T2142370.37%
20
AROCARCHROCK INC
1,767,751$35.8T2106331.25%
21
BKRBAKER HUGHES COMPANY
978,010$35.4T2081357.47%
22
FEFIRSTENERGY CORP
712,611$31.6T1860549.47%
23
OGEOGE ENERGY CORP
747,842$30.7T1805928.64%
24
CRGYCRESCENT ENERGY COMPANY
2,698,572$29.5T1739575.16%
25
CHRDCHORD ENERGY CORPORATION
207,712$27.1T1592456.97%
26
OXYOCCIDENTAL PETE CORP
493,243$25.4T1496581.65%
27
MTDRMATADOR RES CO
500,000$24.7T1454681.18%
28
GEVGE VERNOVA INC
93,455$23.8T1402825.77%
29
VNOMUSDVIPER ENERGY INC
500,000$22.6T1327816.02%
30
LBRTLIBERTY ENERGY INC
1,122,895$21.4T1261944.22%
31
PAGPPLAINS GP HLDGS L P
1,113,295$20.6T1212486.95%
32
NJRNEW JERSEY RES CORP
413,051$19.5T1147732.68%
33
HESMHESS MIDSTREAM LP
550,000$19.4T1141992.42%
34
EDCONSOLIDATED EDISON INC
143,000$14.9T876611.13%
35
ARANTERO RESOURCES CORP
500,000$14.3T843314.77%
36
DTEDTE ENERGY CO
100,001$12.8T755959.01%
37
SEISOLARIS ENERGY INFRAS INC
910,868$11.6T684228.57%
38
FROFRONTLINE PLC
506,322$11.6T681095.62%
39
FTITECHNIPFMC PLC
425,000$11.1T656269.61%
40
CEGCONSTELLATION ENERGY CORP
39,568$10.3T605683.74%
41
MGYMAGNOLIA OIL & GAS CORP
418,936$10.2T602266.09%
42
CNXCNX RES CORP
300,000$9.8T575220.14%
43
RRCRANGE RES CORP
284,942$8.8T515985.95%
44
MUSAMURPHY USA INC
17,776$8.8T515776.43%
45
SRESEMPRA
100,001$8.4T492335.93%
46
8LP1VITAL ENERGY INC
300,000$8.1T475082.04%
47
0E41ENLINK MIDSTREAM LLC
531,807$7.7T454272.62%
48
OVVOVINTIV INC
200,000$7.7T451063.02%
49
KMIKINDER MORGAN INC DEL
330,912$7.3T430331.66%
50
VLOVALERO ENERGY CORP
50,000$6.8T397461.76%
51
PBFPBF ENERGY INC
213,593$6.6T389173.02%
52
RIGTRANSOCEAN LTD
1,500,000$6.4T375297.15%
53
DUKDUKE ENERGY CORP NEW
50,000$5.8T339386.36%
54
CRCCALIFORNIA RES CORP
100,000$5.2T308891.63%
55
CVECENOVUS ENERGY INC
300,000$5.0T295469.24%
56
TNKTEEKAY TANKERS LTD
84,045$4.9T288205.90%
57
NFGNATIONAL FUEL GAS CO
80,626$4.9T287683.19%
58
AESAES CORP
240,000$4.8T283424.41%
59
WMBWILLIAMS COS INC
100,000$4.6T268742.19%
60
SOSOUTHERN CO
50,000$4.5T265445.46%
61
DINOHF SINCLAIR CORP
100,000$4.5T262384.22%
62
STNGSCORPIO TANKERS INC
58,675$4.2T246284.88%
63
VALVALARIS LTD
75,000$4.2T246150.78%
64
CIVICIVITAS RESOURCES INC
65,947$3.3T196716.58%
65
CRCCANADIAN NAT RES LTD
100,000$3.3T195507.74%
66
EEEXCELERATE ENERGY INC
145,861$3.2T188996.76%
67
TPLTEXAS PACIFIC LAND CORPORATI
3,585$3.2T186723.90%
68
ITRIITRON INC
29,481$3.1T185374.18%
69
IMOIMPERIAL OIL LTD
41,220$2.9T170955.89%
70
KGSKODIAK GAS SVCS INC
100,000$2.9T170723.41%
71
EQNREQUINOR ASA
100,001$2.5T149119.54%
72
XLUSELECT SECTOR SPDR TR
30,661$2.5T145809.33%
73
CORZCORE SCIENTIFIC INC NEW
203,182$2.4T141861.67%
74
KNTKKINETIK HOLDINGS INC
50,000$2.3T133223.13%
75
XOMEXXON MOBIL CORP
19,168$2.2T132273.73%
76
HUTHUT 8 CORP
178,962$2.2T129165.45%
77
AGXARGAN INC
21,558$2.2T128727.10%
78
SOCSABLE OFFSHORE CORP
75,000$1.8T104332.61%
79
XPROEXPRO GROUP HOLDINGS NV
100,000$1.7T101080.03%
80
NVTNVENT ELECTRIC PLC
20,776$1.5T85934.04%
81
ASCARDMORE SHIPPING CORP
77,795$1.4T82894.46%
82
CASYCASEYS GEN STORES INC
3,615$1.4T79956.95%
83
TRMDTORM PLC
37,127$1.3T74728.11%
84
TALOTALOS ENERGY INC
100,000$1.0T60930.60%
85
CTVHELIX ENERGY SOLUTIONS GRP I
90,000$999.0B58811.27%
86
LNGCHENIERE ENERGY INC
5,044$907.1B53401.87%
87
NWPXNORTHWEST PIPE CO
19,128$863.2B50819.47%
88
EOGEOG RES INC
6,228$765.6B45071.45%
89
GRNTGRANITE RIDGE RESOURCES INC
100,000$594.0B34968.86%
90
NEXTNEXTDECADE CORP
100,908$475.3B27979.62%
91
OKLOOKLO INC
37,491$303.3B17855.43%