Sagefield Capital LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.2B
Holdings
102
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (102 positions)
| Stock | Value |
|---|---|
EXEEXPAND ENERGY CORPORATION | $80.9M |
PRPERMIAN RESOURCES CORP CLASS A COM | $61.6M |
MTDRMATADOR RES CO | $47.4M |
COPCONOCOPHILLIPS | $41.5M |
FTITECHNIPFMC PLC | $37.4M |
XOMEXXON MOBIL CORP | $37.1M |
ALAIR LEASE CORP CL A | $33.2M |
SDRLSEADRILL LTD | $31.9M |
CYBRCYBERARK SOFTWARE LTD | $30.6M |
CFLTCONFLUENT INC CLASS A COM | $25.1M |
CADECADENCE BANK | $24.8M |
RRCRANGE RES CORP | $24.6M |
CCOCAMECO CORP | $23.1M |
FYBRFRONTIER COMMUNICATIONS PARENT | $22.4M |
OVVOVINTIV INC | $21.7M |
NGDNEW GOLD INC CDA | $21.2M |
CSGSCSG SYS INTL INC | $20.8M |
SMSM ENERGY CO | $20.3M |
WFRDWEATHERFORD INTL PLC ORD SHS | $19.0M |
WMBWILLIAMS COS INC | $18.3M |
SEISOLARIS ENERGY INFRAS INC COM CL A | $18.2M |
EXASEXACT SCIENCES CORP | $17.5M |
VLOVALERO ENERGY CORP | $17.2M |
BPBP PLC SPONSORED ADR | $17.1M |
LBRDKLIBERTY BROADBAND CORP COM SER C | $15.7M |
APAAPA CORPORATION | $15.6M |
EAELECTRONIC ARTS INC | $15.3M |
GTLSCHART INDS INC | $13.3M |
SRESEMPRA | $13.0M |
SYU1SYNOVUS FINL CORP COM NEW | $12.9M |
DAYDAYFORCE INC | $12.8M |
HOLXHOLOGIC INC | $12.7M |
CDTXCIDARA THERAPEUTICS INC COM NEW | $12.6M |
MLMMARTIN MARIETTA MATLS INC | $12.3M |
EVRGEVERGY INC | $10.4M |
TXNMTXNM ENERGY INC | $10.1M |
CARRCARRIER GLOBAL CORPORATION | $9.7M |
DARDARLING INGREDIENTS INC | $9.5M |
XPROEXPRO GROUP HOLDINGS NV | $9.4M |
SUSUNCOR ENERGY INC NEW | $9.2M |
OIIOCEANEERING INTL INC | $9.1M |
GLNGGOLAR LNG LTD | $9.1M |
SEESEALED AIR CORP NEW | $8.9M |
HPHELMERICH & PAYNE INC | $8.3M |
NSCNORFOLK SOUTHN CORP | $8.1M |
GEVGE VERNOVA INC | $8.0M |
PPLPPL CORP | $8.0M |
SAIASAIA INC | $7.8M |
WECWEC ENERGY GROUP INC | $7.7M |
SHWSHERWIN WILLIAMS CO | $7.3M |
BGBUNGE GLOBAL SA COM SHS | $7.3M |
LNTALLIANT ENERGY CORP | $6.9M |
CIVICIVITAS RESOURCES INC COM NEW | $6.6M |
OKEONEOK INC NEW | $6.4M |
UNPUNION PAC CORP | $6.3M |
AEPAMERICAN ELEC PWR CO INC | $6.3M |
CEGCONSTELLATION ENERGY CORP | $6.2M |
PCGPG&E CORP | $6.1M |
1RGREV GROUP INC | $6.1M |
TLNTALEN ENERGY CORP | $6.1M |
RALRALLIANT CORP | $6.0M |
ATDATI INC | $5.9M |
DTMDT MIDSTREAM INC COMMON STOCK | $5.8M |
FDXFEDEX CORP | $5.3M |
NENOBLE CORP PLC ORD SHS A | $5.2M |
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | $5.1M |
TALOTALOS ENERGY INC | $5.0M |
SOLSSOLSTICE ADVANCED MATLS INC COM SHS | $4.9M |
WBDWARNER BROS DISCOVERY INC COM SER A | $4.7M |
DKDELEK US HLDGS INC NEW | $4.6M |
DVNDEVON ENERGY CORP NEW | $4.6M |
VSTVISTRA CORP | $4.4M |
LPXLOUISIANA PAC CORP | $4.3M |
HEHAWAIIAN ELEC INDUSTRIES | $4.2M |
ETNEATON CORP PLC | $4.1M |
PNWPINNACLE WEST CAP CORP | $3.8M |
CNPCENTERPOINT ENERGY INC | $3.7M |
CWANCLEARWATER ANALYTICS HLDGS INC CL A | $3.7M |
SUNCSUNOCOCORP LLC COM SHS LLC | $3.5M |
IMXIINTERNATIONAL MNY EXPRESS INC | $3.1M |
GDENGOLDEN ENTMT INC | $3.1M |
SLBSLB LIMITED COM STK | $3.1M |
PBFPBF ENERGY INC CL A | $3.0M |
RRXREGAL REXNORD CORPORATION | $2.3M |
CMACOMERICA INC | $2.3M |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $2.2M |
SOSOUTHERN CO | $2.0M |
AHLASPEN INSURANCE HOLDINGS LTD ORD SHS CL A | $1.7M |
PCHPOTLATCHDELTIC CORPORATION | $1.6M |
AURAURORA INNOVATION INC CLASS A COM | $1.6M |
AWCAMERICAN WTR WKS CO INC NEW | $1.6M |
FLNCFLUENCE ENERGY INC COM CL A | $1.5M |
OGEOGE ENERGY CORP | $1.4M |
ACDCPROFRAC HLDG CORP CLASS A COM | $1.2M |
KWKENNEDY-WILSON HOLDINGS INC | $923K |
BELFABEL FUSE INC CL A | $901K |
MOFGMIDWESTONE FINL GROUP INC NEW | $885K |
ALBALBEMARLE CORP | $874K |
AMWDAMERICAN WOODMARK CORPORATION | $854K |
AVDLAVADEL PHARMACEUTICALS PLC COM SHS | $586K |
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