Fund Name: | Sagefield Capital |
Manager | Mark Schlueter And Jonathan Lamensdorf |
Portfolio Value | $772,219,505 |
Change This QTR | +1.09% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | HES | 436,239 | $62,888,214 | +123% | 8.14% | ||
2. | Permian Resources Corp | 4,285,222 | $58,279,019 | +28% | 7.54% | ||
3. | WFRD | 468,040 | $45,788,353 | +7% | 5.92% | ||
4. | FANG | 291,763 | $45,246,606 | +28% | 5.85% | ||
5. | COP | 387,368 | $44,961,804 | +56% | 5.82% |