Sagefield Capital LP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$315.5M

Holdings

135

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (135 positions)

StockValue
COPCONOCOPHILLIPS
$20.5M
EXECHESAPEAKE ENERGY CORP
$16.0M
VLOVALERO ENERGY CORP
$15.1M
FANGDIAMONDBACK ENERGY INC
$14.2M
PRPERMIAN RESOURCES CORP
$13.9M
OXYOCCIDENTAL PETE CORP
$13.9M
MTDRMATADOR RES CO
$11.4M
WFRDWEATHERFORD INTL PLC
$10.9M
APAAPA CORPORATION
$10.3M
HALHALLIBURTON CO
$10.1M
XOMEXXON MOBIL CORP
$9.5M
SLBSCHLUMBERGER LTD
$7.7M
ACDCPROFRAC HLDG CORP
$7.7M
EOGEOG RES INC
$7.3M
SWN1EURSOUTHWESTERN ENERGY CO
$7.0M
HPHELMERICH & PAYNE INC
$6.7M
9KGNEXTIER OILFIELD SOLUTIONS
$5.9M
RRCRANGE RES CORP
$5.7M
PXDEURPIONEER NAT RES CO
$4.9M
PUMPPROPETRO HLDG CORP
$4.7M
MRO*MARATHON OIL CORP
$4.2M
OIIOCEANEERING INTL INC
$4.2M
CRKCOMSTOCK RES INC
$4.0M
EVRGEVERGY INC
$3.7M
YUSDALLEGHANY CORP MD
$2.9M
AEPAMERICAN ELEC PWR CO INC
$2.8M
LNTALLIANT ENERGY CORP
$2.7M
AESAES CORP
$2.7M
WECWEC ENERGY GROUP INC
$2.7M
SRESEMPRA
$2.6M
AXTAAXALTA COATING SYS LTD
$2.6M
PEOEXELON CORP
$2.4M
AWCAMERICAN WTR WKS CO INC NEW
$2.4M
PAGPPLAINS GP HLDGS L P
$2.1M
PORPORTLAND GEN ELEC CO
$2.0M
DREUSDDUKE REALTY CORP
$2.0M
VSTVISTRA CORP
$1.8M
SWCHFSIERRA WIRELESS INC
$1.7M
BERYEURBERRY GLOBAL GROUP INC
$1.7M
CEGCONSTELLATION ENERGY CORP
$1.6M
PCGPG&E CORP
$1.6M
FBCUSDFLAGSTAR BANCORP INC
$1.5M
ZYMERGEN INC
$1.5M
UEOWESTLAKE CORPORATION
$1.5M
ECLECOLAB INC
$1.5M
FLNCFLUENCE ENERGY INC
$1.5M
FEFIRSTENERGY CORP
$1.5M
MOSMOSAIC CO NEW
$1.5M
PDCEUSDPDC ENERGY INC
$1.4M
PROFESSIONAL HLDG CORP
$1.4M
ISTAR INC
$1.4M
NOVAQSUNNOVA ENERGY INTL INC.
$1.4M
HUNHUNTSMAN CORP
$1.4M
LXULSB INDS INC
$1.2M
ARCH1USDARCH RESOURCES INC
$1.2M
CFCF INDS HLDGS INC
$1.2M
S76STORE CAP CORP
$1.1M
AVLRUSDAVALARA INC
$1.1M
SLDPSOLID POWER INC
$1.1M
RUNSUNRUN INC
$1.1M
MANNING & NAPIER INC
$1.1M
ARRYARRAY TECHNOLOGIES INC
$1.1M
CHNGUSDCHANGE HEALTHCARE INC
$1.1M
INFRA AND ENERGY ALTRNTIVE I
$1.0M
IRONSOURCE LTD
$1.0M
PCSBUSDPCSB FINL CORP
$986K
MHKMOHAWK INDS INC
$967K
CHANNELADVISOR CORP
$961K
COWNEURCOWEN INC
$931K
SWCHEURSWITCH INC
$916K
DDOMINION ENERGY INC
$884K
TROXTRONOX HOLDINGS PLC
$863K
ZEN1EURZENDESK INC
$852K
PZENA INVT MGMT INC
$842K
CVETUSDCOVETRUS INC
$837K
FFORD MTR CO DEL
$830K
CCXIEURCHEMOCENTRYX INC
$718K
STLDSTEEL DYNAMICS INC
$687K
PINGUSDPING IDENTITY HLDG CORP
$671K
STONEMOR INC
$655K
WRKUSDWESTROCK CO
$655K
MAXNMAXEON SOLAR TECHNOLOGIES LT
$599K
CIVICIVITAS RESOURCES INC
$592K
NORTHERN STAR INVSTMNT CORP
$592K
EIXEDISON INTL
$583K
BTRS HOLDINGS INC
$530K
TBPHTHERAVANCE BIOPHARMA INC
$523K
GMGENERAL MTRS CO
$513K
GBTUSDGLOBAL BLOOD THERAPEUTICS IN
$497K
CYBEROPTICS CORP
$484K
SGFYGBPSIGNIFY HEALTH INC
$417K
BTUPEABODY ENERGY CORP
$404K
HILL INTL INC
$375K
RYIRYERSON HLDG CORP
$340K
ROMEO POWER INC
$324K
SEDGSOLAREDGE TECHNOLOGIES INC
$311K
RMG ACQUISITION CORP III
$305K
JWSMFJAWS MUSTANG ACQUISITION COR
$299K
FIRST RESERVE SUSTAINABLE GW
$295K
VY GLOBAL GROWTH
$266K
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