Sagefield Capital LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$829.7M
Holdings
109
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (109 positions)
| Stock | Value |
|---|---|
EXEEXPAND ENERGY CORPORATION | $82.1M |
HESHESS CORP | $64.7M |
PRPERMIAN RESOURCES CORP | $60.5M |
MTDRMATADOR RES CO | $50.0M |
COPCONOCOPHILLIPS | $41.7M |
RRCRANGE RES CORP | $37.9M |
OVVOVINTIV INC | $26.9M |
FTITECHNIPFMC PLC | $26.0M |
WMBWILLIAMS COS INC | $24.5M |
DVNDEVON ENERGY CORP NEW | $23.8M |
BKRBAKER HUGHES COMPANY | $18.7M |
TXNMTXNM ENERGY INC | $17.0M |
GLNGGOLAR LNG LTD | $14.2M |
SOSOUTHERN CO | $14.0M |
NENOBLE CORP PLC | $13.5M |
TLNTALEN ENERGY CORP | $12.7M |
PPLPPL CORP | $11.0M |
CCOCAMECO CORP | $10.7M |
WFRDWEATHERFORD INTL PLC | $10.7M |
CRCCANADIAN NAT RES LTD | $10.4M |
GEVGE VERNOVA INC | $9.7M |
WECWEC ENERGY GROUP INC | $9.7M |
EVRGEVERGY INC | $9.4M |
AEPAMERICAN ELEC PWR CO INC | $8.9M |
MLMMARTIN MARIETTA MATLS INC | $8.7M |
CIVICIVITAS RESOURCES INC | $8.5M |
XOMEXXON MOBIL CORP | $8.4M |
SEISOLARIS ENERGY INFRAS INC | $8.1M |
VSTVISTRA CORP | $7.8M |
OIIOCEANEERING INTL INC | $7.8M |
LNTALLIANT ENERGY CORP | $7.6M |
DDOMINION ENERGY INC | $7.5M |
SDRLSEADRILL 2021 LTD | $7.3M |
APAAPA CORPORATION | $7.2M |
VLOVALERO ENERGY CORP | $7.1M |
XPROEXPRO GROUP HOLDINGS NV | $6.8M |
SRESEMPRA | $5.9M |
TECK/BTECK RESOURCES LTD | $5.9M |
FERGFERGUSON ENTERPRISES INC | $5.9M |
CARRCARRIER GLOBAL CORPORATION | $5.4M |
OXYOCCIDENTAL PETE CORP | $5.3M |
PNWPINNACLE WEST CAP CORP | $5.2M |
CNMCORE & MAIN INC | $4.6M |
SHWSHERWIN WILLIAMS CO | $4.6M |
CSXCSX CORP | $4.6M |
LPXLOUISIANA PAC CORP | $4.4M |
PCGPG&E CORP | $4.3M |
AEBAALLETE INC | $3.9M |
ATDATI INC | $3.4M |
CHRWC H ROBINSON WORLDWIDE INC | $3.2M |
HEHAWAIIAN ELEC INDUSTRIES | $3.1M |
ETNEATON CORP PLC | $3.0M |
BB3BROOKLINE BANCORP INC DEL | $2.6M |
PORPORTLAND GEN ELEC CO | $2.6M |
ECLECOLAB INC | $2.5M |
ATSG*AIR TRANSPORT SERVICES GRP I | $2.4M |
OKEONEOK INC NEW | $2.3M |
SAIASAIA INC | $2.3M |
PYCRPAYCOR HCM INC | $2.1M |
PDCOEURPATTERSON COS INC | $1.9M |
AURAURORA INNOVATION INC | $1.8M |
0OIASOLARWINDS CORP | $1.8M |
NBRNABORS INDUSTRIES LTD | $1.7M |
NVROEURNEVRO CORP | $1.7M |
RIVNRIVIAN AUTOMOTIVE INC | $1.7M |
CMRXEURCHIMERIX INC | $1.7M |
AGSPLAYAGS INC | $1.7M |
G2CEVERI HLDGS INC | $1.6M |
AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI | $1.6M |
ACDCPROFRAC HLDG CORP | $1.6M |
ITCIEURINTRA-CELLULAR THERAPIES INC | $1.6M |
MTZMASTEC INC | $1.2M |
AESAES CORP | $1.1M |
JWNUSDNORDSTROM INC | $1.0M |
AAALCOA CORP | $998K |
TG7TRIUMPH GROUP INC NEW | $935K |
LBRDKLIBERTY BROADBAND CORP | $706K |
FLICUSDFIRST LONG IS CORP | $705K |
PLYAPLAYA HOTELS & RESORTS NV | $684K |
—CHECKPOINT THERAPEUTICS INC | $678K |
—MONEYLION INC | $677K |
KELKELLANOVA | $668K |
HEESEURH & E EQUIPMENT SERVICES INC | $654K |
AMPSUSDALTUS POWER INC | $613K |
BTUPEABODY ENERGY CORP | $601K |
SCHN1EURRADIUS RECYCLING INC | $586K |
TSVT*2SEVENTY BIO INC | $572K |
53SBRIDGE INVT GROUP HLDGS INC | $525K |
AALAMERICAN AIRLS GROUP INC | $521K |
APY1EURCHAMPIONX CORPORATION | $500K |
ESGRENSTAR GROUP LIMITED | $465K |
RDFNREDFIN CORP | $432K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $416K |
BECNUSDBEACON ROOFING SUPPLY INC | $383K |
ACCDEURACCOLADE INC | $334K |
—VACASA INC | $288K |
GBGLOBAL BLUE GROUP HOLDING AG | $243K |
FLNCFLUENCE ENERGY INC | $233K |
NUENUCOR CORP | $204K |
PRAPROASSURANCE CORP | $196K |
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