Sagefield Capital LP: 13F holdings
CIK 17711792026Q2
| Positions | 107 |
|---|---|
| Reported value | $1.3bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EXE EXPAND ENERGY CORPORATION | 801,345 | $73.1m | 5.4% |
| PR PERMIAN RESOURCES CORP | 3,580,515 | $65.9m | 4.9% |
| DBRG DIGITALBRIDGE GROUP INC | 2,597,904 | $41.0m | 3.0% |
| WBS WEBSTER FINL CORP | 532,066 | $40.7m | 3.0% |
| COP CONOCOPHILLIPS | 381,634 | $39.7m | 2.9% |
| TECHNIPFMC PLC | 570,777 | $37.8m | 2.8% |
| VLO VALERO ENERGY CORP | 138,920 | $36.2m | 2.7% |
| APA APA CORPORATION | 1,075,166 | $35.0m | 2.6% |
| MTDR MATADOR RES CO | 697,686 | $34.7m | 2.6% |
| SEADRILL LTD | 856,540 | $32.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1771179")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.