Sagefield Capital LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$894.3M
Holdings
109
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (109 positions)
| Stock | Value |
|---|---|
EXEEXPAND ENERGY CORPORATION | $77.6M |
PRPERMIAN RESOURCES CORP | $53.1M |
MTDRMATADOR RES CO | $45.8M |
COPCONOCOPHILLIPS | $40.1M |
XOMEXXON MOBIL CORP | $39.4M |
APAAPA CORPORATION | $30.0M |
RRCRANGE RES CORP | $28.3M |
VLOVALERO ENERGY CORP | $28.1M |
OVVOVINTIV INC | $24.1M |
SDRLSEADRILL LTD | $23.0M |
FTITECHNIPFMC PLC | $22.1M |
WMBWILLIAMS COS INC | $21.6M |
WFRDWEATHERFORD INTL PLC | $20.1M |
SHELSHELL PLC | $19.9M |
CCOCAMECO CORP | $16.5M |
GLNGGOLAR LNG LTD | $14.3M |
OIIOCEANEERING INTL INC | $12.6M |
SEISOLARIS ENERGY INFRAS INC | $12.1M |
DVNDEVON ENERGY CORP NEW | $11.0M |
CASYCASEYS GEN STORES INC | $10.9M |
PPLPPL CORP | $10.9M |
SAIASAIA INC | $10.9M |
SRESEMPRA | $10.7M |
DARDARLING INGREDIENTS INC | $10.4M |
SOSOUTHERN CO | $10.4M |
XPROEXPRO GROUP HOLDINGS NV | $9.9M |
DINOHF SINCLAIR CORP | $9.6M |
EVRGEVERGY INC | $8.8M |
BGBUNGE GLOBAL SA | $8.7M |
TLNTALEN ENERGY CORP | $8.6M |
MLMMARTIN MARIETTA MATLS INC | $8.5M |
HPHELMERICH & PAYNE INC | $8.3M |
VSTVISTRA CORP | $8.3M |
KMIKINDER MORGAN INC DEL | $8.2M |
PNWPINNACLE WEST CAP CORP | $7.7M |
CIVICIVITAS RESOURCES INC | $7.7M |
BPBP PLC | $7.6M |
WECWEC ENERGY GROUP INC | $6.8M |
CEGCONSTELLATION ENERGY CORP | $6.6M |
ETNEATON CORP PLC | $5.9M |
UNPUNION PAC CORP | $5.8M |
RALRALLIANT CORP | $5.8M |
LNTALLIANT ENERGY CORP | $5.8M |
ATDATI INC | $5.7M |
DTMDT MIDSTREAM INC | $5.6M |
SHWSHERWIN WILLIAMS CO | $5.3M |
AEPAMERICAN ELEC PWR CO INC | $5.0M |
DKDELEK US HLDGS INC NEW | $4.9M |
LPXLOUISIANA PAC CORP | $4.6M |
TXNMTXNM ENERGY INC | $4.6M |
BKRBAKER HUGHES COMPANY | $4.6M |
SUSUNCOR ENERGY INC NEW | $4.4M |
CYBRCYBERARK SOFTWARE LTD | $4.4M |
ALAIR LEASE CORP | $4.4M |
VRNAVERONA PHARMA PLC | $4.4M |
PCGPG&E CORP | $4.4M |
GEVGE VERNOVA INC | $4.1M |
CNMCORE & MAIN INC | $3.9M |
AYS1SANDSTORM GOLD LTD | $3.7M |
NENOBLE CORP PLC | $3.7M |
TALOTALOS ENERGY INC | $3.6M |
—WNS HLDGS LTD | $3.5M |
CARRCARRIER GLOBAL CORPORATION | $3.4M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $3.4M |
VBTXVERITEX HLDGS INC | $3.4M |
VGVENTURE GLOBAL INC | $3.3M |
FYBRFRONTIER COMMUNICATIONS PARE | $3.2M |
HEHAWAIIAN ELEC INDUSTRIES | $3.0M |
HN9HANESBRANDS INC | $2.9M |
FERGFERGUSON ENTERPRISES INC | $2.7M |
CNPCENTERPOINT ENERGY INC | $2.7M |
IPGINTERPUBLIC GROUP COS INC | $2.6M |
PPCPILGRIMS PRIDE CORP | $2.6M |
LENLENNAR CORP | $2.3M |
07WAMR COOPER GROUP INC | $2.3M |
PINCPREMIER INC | $2.2M |
OGEOGE ENERGY CORP | $2.1M |
CWCURTISS WRIGHT CORP | $1.9M |
RRXREGAL REXNORD CORPORATION | $1.9M |
AALAMERICAN AIRLS GROUP INC | $1.9M |
AURAURORA INNOVATION INC | $1.8M |
RIVNRIVIAN AUTOMOTIVE INC | $1.3M |
HCCWARRIOR MET COAL INC | $1.3M |
ETNBGBP89BIO INC | $1.3M |
AMWDAMERICAN WOODMARK CORPORATIO | $1.3M |
PBRPETROLEO BRASILEIRO SA PETRO | $1.2M |
ACDCPROFRAC HLDG CORP | $969K |
1S4HARBORONE BANCORP INC NEW | $961K |
FDXFEDEX CORP | $895K |
PFMTUSDPERFORMANT HEALTHCARE INC | $784K |
GHLDGUILD HLDGS CO | $744K |
AEBAALLETE INC | $691K |
PROPROS HOLDINGS INC | $687K |
FLNCFLUENCE ENERGY INC | $686K |
PTBPOTBELLY CORP | $598K |
NSCNORFOLK SOUTHN CORP | $571K |
AWCAMERICAN WTR WKS CO INC NEW | $523K |
VMEO*VIMEO INC | $487K |
KELKELLANOVA | $443K |
MRUSMERUS N V | $443K |
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