Sagefield Capital LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$710.9M

Holdings

105

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (105 positions)

StockValue
PRPERMIAN RESOURCES CORP
$46.0M
WFRDWEATHERFORD INTL PLC
$38.0M
FANGDIAMONDBACK ENERGY INC
$34.0M
PXDEURPIONEER NAT RES CO
$30.0M
COPCONOCOPHILLIPS
$29.0M
MTDRMATADOR RES CO
$29.0M
HESHESS CORP
$29.0M
NENOBLE CORP PLC
$25.0M
EXECHESAPEAKE ENERGY CORP
$24.0M
RRCRANGE RES CORP
$24.0M
VLOVALERO ENERGY CORP
$22.0M
APAAPA CORPORATION
$19.0M
XOMEXXON MOBIL CORP
$18.9M
SWN1EURSOUTHWESTERN ENERGY CO
$15.8M
OIIOCEANEERING INTL INC
$15.8M
RIGTRANSOCEAN LTD
$14.8M
MRO*MARATHON OIL CORP
$13.7M
FERGFERGUSON PLC NEW
$12.8M
CARRCARRIER GLOBAL CORPORATION
$10.7M
SHWSHERWIN WILLIAMS CO
$9.7M
FTITECHNIPFMC PLC
$9.5M
TECK/BTECK RESOURCES LTD
$8.6M
CHRDCHORD ENERGY CORPORATION
$8.4M
CIVICIVITAS RESOURCES INC
$7.4M
CXCEMEX SAB DE CV
$6.4M
HALHALLIBURTON CO
$6.3M
TTENTOTALENERGIES SE
$6.3M
WECWEC ENERGY GROUP INC
$5.4M
LNTALLIANT ENERGY CORP
$5.4M
UNPUNION PAC CORP
$5.4M
MLMMARTIN MARIETTA MATLS INC
$5.4M
ACDCPROFRAC HLDG CORP
$5.3M
PUMPPROPETRO HLDG CORP
$5.3M
HPHELMERICH & PAYNE INC
$5.3M
PAGPPLAINS GP HLDGS L P
$5.2M
SWXSOUTHWEST GAS HLDGS INC
$4.3M
SRESEMPRA
$4.3M
CCCHEMOURS CO
$4.3M
PPLPPL CORP
$4.3M
CRKCOMSTOCK RES INC
$4.2M
SDRLSEADRILL 2021 LTD
$4.2M
ESTEEUREARTHSTONE ENERGY INC
$4.0M
AESAES CORP
$3.3M
ARCH1USDARCH RESOURCES INC
$3.3M
ALBALBEMARLE CORP
$3.3M
EVRGEVERGY INC
$3.3M
AEPAMERICAN ELEC PWR CO INC
$3.3M
7SUSUMMIT MATLS INC
$3.2M
CLFCLEVELAND-CLIFFS INC NEW
$3.2M
BTUPEABODY ENERGY CORP
$3.2M
PORPORTLAND GEN ELEC CO
$3.2M
CCFEURCHASE CORP
$3.0M
PCGPG&E CORP
$2.2M
PEOEXELON CORP
$2.2M
XPROEXPRO GROUP HOLDINGS NV
$2.2M
AWCAMERICAN WTR WKS CO INC NEW
$2.1M
TSTENARIS S A
$2.1M
DENEURDENBURY INC
$2.0M
HCCIUSDHERITAGE CRYSTAL CLEAN INC
$2.0M
CORNER GROWTH ACQUISITION CO
$1.2M
AXTAAXALTA COATING SYS LTD
$1.1M
MOSMOSAIC CO NEW
$1.1M
ARRYARRAY TECHNOLOGIES INC
$1.1M
HEHAWAIIAN ELEC INDUSTRIES
$1.1M
TXNMPNM RES INC
$1.1M
RYIRYERSON HLDG CORP
$1.1M
GMGENERAL MTRS CO
$1.1M
RYNRAYONIER INC
$1.1M
FEFIRSTENERGY CORP
$1.1M
FFORD MTR CO DEL
$1.1M
FLNCFLUENCE ENERGY INC
$1.1M
VSTVISTRA CORP
$1.1M
TRHCEURTABULA RASA HEALTHCARE INC
$1.0M
ATVIEURACTIVISION BLIZZARD INC
$1.0M
AJXGREAT AJAX CORP
$1.0M
LBAIUSDLAKELAND BANCORP INC
$1.0M
HZNPHORIZON THERAPEUTICS PUB L
$1.0M
GREENHILL & CO INC
$1.0M
HTEURHERSHA HOSPITALITY TR
$1.0M
CIR2USDCIRCOR INTL INC
$1.0M
VMWEURVMWARE INC
$1.0M
SPLKCHFSPLUNK INC
$1.0M
ARGO GROUP INTL HLDGS LTD
$829K
NOVAQSUNNOVA ENERGY INTL INC.
$824K
ABCAM PLC
$821K
NEOGAMES S A
$761K
SLDPSOLID POWER INC
$749K
NATINATIONAL INSTRS CORP
$709K
KYNKAYNE ANDERSON NEXTGEN ENRGY
$704K
ARCEARCO PLATFORM LTD
$690K
BKCCUSDBLACKROCK CAP INVT CORP
$665K
ARLINGTON ASSET INVST CORP
$582K
ICPTUSDINTERCEPT PHARMACEUTICALS IN
$549K
LXULSB INDS INC
$480K
RUNSUNRUN INC
$416K
SGENUSDSEAGEN INC
$403K
CAMBRIDGE BANCORP
$391K
COMPUTER TASK GROUP INC
$333K
AMNBUSDAMERICAN NATL BANKSHARES INC
$309K
35OBSCULPTOR CAP MGMT
$277K
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