Fund HoldingsSagefield Capital LP

Total Portfolio Value
$772.22M
Total Bought
$225.00M
Total Sold
$162.00M
Net Transaction
+$62.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
HESS CORP195,929436,239+240,31029,97762,8888.14%+32,911
DEVON ENERGY CORP NEW(DVN)0416,065+416,065018,8482.44%+18,848
CONOCOPHILLIPS(COP)248,643387,368+138,72529,78744,9625.82%+15,174
MATADOR RES CO(MTDR)495,746719,276+223,53029,48740,8985.30%+11,411
PERMIAN RESOURCES CORP(PR)3,364,7614,285,222+920,46146,97258,2797.55%+11,307
DIAMONDBACK ENERGY INC(FANG)229,354291,763+62,40935,52245,2475.86%+9,724
PIONEER NAT RES CO132,843177,811+44,96830,49439,9865.18%+9,492
NOBLE CORP PLC(NE)505,228725,617+220,38925,59034,9464.53%+9,356
SOUTHWESTERN ENERGY CO2,578,1553,643,065+1,064,91016,62923,8623.09%+7,233
MASTEC INC(MTZ)085,167+85,16706,4490.84%+6,449
CANADIAN NAT RES LTD(CNQ)095,357+95,35706,2480.81%+6,248
WEATHERFORD INTL PLC(WFRD)440,775468,040+27,26539,81545,7885.93%+5,973
EQUITRANS MIDSTREAM CORP0513,221+513,22105,2250.68%+5,225
CENOVUS ENERGY INC(CVE)0278,044+278,04404,6290.60%+4,629
CIVITAS RESOURCES INC91,472169,935+78,4637,39711,6201.50%+4,223
SEADRILL 2021 LTD(SDRL)112,124186,330+74,2065,0228,8101.14%+3,788
SPIRIT RLTY CAP INC NEW079,400+79,40003,4690.45%+3,469
DARLING INGREDIENTS INC(DAR)065,004+65,00403,2400.42%+3,240
TECHNIPFMC PLC(FTI)466,699615,280+148,5819,49312,3921.60%+2,899
CEMEX SAB DE CV(CX)1,042,7071,237,333+194,6266,7789,5891.24%+2,812
AES CORP(AES)272,996355,377+82,3814,1506,8410.89%+2,691
EURONAV NV(CMBT)0141,243+141,24302,4840.32%+2,484
SPLUNK INC11,40026,900+15,5001,6674,0980.53%+2,431
NATIONAL WESTN LIFE GROUP IN04,855+4,85502,3450.30%+2,345
TEXTAINER GROUP HOLDINGS LTD043,900+43,90002,1600.28%+2,160
PEABODY ENERGY CORP(BTU)134,511228,739+94,2283,4965,5630.72%+2,067
EXPRO GROUP HOLDINGS NV134,669324,914+190,2453,1285,1730.67%+2,044
SUMMIT MATLS INC122,413152,203+29,7903,8125,8540.76%+2,042
UNION PAC CORP(UNP)28,95031,147+2,1975,8957,6500.99%+1,755
SOUTHWEST GAS HLDGS INC(SWX)80,397103,941+23,5444,8576,5850.85%+1,728
CHICOS FAS INC0225,611+225,61101,7100.22%+1,710
OCEANEERING INTL INC(OII)641,374855,543+214,16916,49618,2062.36%+1,710
DOMINION ENERGY INC(D)036,340+36,34001,7080.22%+1,708
SUNNOVA ENERGY INTL INC.0165,527+165,52702,5240.33%+2,524
HAWAIIAN ELEC INDUSTRIES(HE)158,240245,113+86,8731,9483,4780.45%+1,530
SUNRUN INC(RUN)33,13095,247+62,1174161,8700.24%+1,454
WESTROCK CO034,900+34,90001,4490.19%+1,449
PORTLAND GEN ELEC CO(POR)84,700107,797+23,0973,4294,6720.60%+1,243
CHORD ENERGY CORPORATION(CHRD)52,13657,889+5,7538,4509,6231.25%+1,173
ALTERYX INC023,800+23,80001,1220.15%+1,122
DASEKE INC0135,700+135,70001,0990.14%+1,099
MOSAIC CO NEW(MOS)55,73585,763+30,0281,9843,0640.40%+1,080
FORD MTR CO DEL(F)90,874178,155+87,2811,1292,1720.28%+1,043
CAMBRIDGE BANCORP6,28420,475+14,1913911,4210.18%+1,030
FLUENCE ENERGY INC(FLNC)49,01688,198+39,1821,1272,1040.27%+977
MARTIN MARIETTA MATLS INC(MLM)13,57913,082-4975,5746,5270.85%+953
SOUTHERN CO(SO)012,904+12,90409050.12%+905
KARUNA THERAPEUTICS INC02,600+2,60008230.11%+823
PPL CORP(PPL)181,467185,302+3,8354,2755,0220.65%+746
CLEVELAND-CLIFFS INC NEW(CLF)237,359214,466-22,8933,7104,3790.57%+669
GENERAL MTRS CO(GM)44,54059,052+14,5121,4682,1210.27%+653
NEOGAMES S A28,17849,278+21,1007611,4110.18%+650
RAYONIER INC(RYN)47,86359,488+11,6251,3621,9870.26%+625
RYERSON HLDG CORP(RYZ)59,16466,875+7,7111,7212,3190.30%+598
RAYZEBIO INC08,900+8,90005530.07%+553
PHYSICIANS RLTY TR031,500+31,50004190.05%+419
WEC ENERGY GROUP INC(WEC)76,61075,182-1,4286,1716,3280.82%+157
RPT REALTY010,982+10,98201410.02%+141
LSB INDS INC(LXU)057,164+57,16405320.07%+532
SOMALOGIC INC019,088+19,0880480.01%+48
CORNER GROWTH ACQUISITION CO15,0000-15,00010-1
TECK RESOURCES LTD(TECK)209,858213,351+3,4939,0439,0181.17%-24
LUTHER BURBANK CORP11,0190-11,019930-93
AURORA INNOVATION INC52,0000-52,0001220-122
LAKELAND BANCORP INC071,390+71,39001,0560.14%+1,056
TRANSOCEAN LTD(RIG)1,910,2782,443,313+533,03515,68315,5152.01%-168
ALLIANT ENERGY CORP(LNT)126,498115,797-10,7016,1295,9400.77%-188
THORNE HEALTHTECH INC21,4100-21,4102180-218
SEQUANS COMMUNICATIONS S A(Q)78,6260-78,6262230-223
ALBEMARLE CORP(ALB)24,32126,857+2,5364,1363,8800.50%-255
PFSWEB INC35,5210-35,5212640-264
SOLID POWER INC0327,165+327,16504740.06%+474
SCULPTOR CAP MGMT23,9000-23,9002770-277
AMERICAN NATL BANKSHARES INC8,1470-8,1473090-309
COMPUTER TASK GROUP INC32,1900-32,1903330-333
SEAGEN INC1,9000-1,9004030-403
AXALTA COATING SYS LTD(AXTA)046,551+46,55101,5810.20%+1,581
INTERCEPT PHARMACEUTICALS IN29,6000-29,6005490-549
ARLINGTON ASSET INVST CORP135,8820-135,8825820-582
BLACKROCK CAP INVT CORP179,3470-179,3476650-665
ARCO PLATFORM LTD50,1000-50,1006900-690
KAYNE ANDERSON NEXTGEN ENRGY98,8220-98,8227040-704
NATIONAL INSTRS CORP000000
EVERGY INC(EVRG)80,55463,036-17,5184,0843,2900.43%-794
ABCAM PLC36,3000-36,3008210-821
ARGO GROUP INTL HLDGS LTD000000
ARRAY TECHNOLOGIES INC(ARRY)89,03465,633-23,4011,9761,1030.14%-873
PROPETRO HLDG CORP(PUMP)560,086595,536+35,4505,9544,9910.65%-963
HERSHA HOSPITALITY TR105,2000-105,2001,0370-1,037
VISTRA CORP(VST)000000
RANGE RES CORP(RRC)772,441783,575+11,13425,03523,8523.09%-1,183
GREAT AJAX CORP188,6560-188,6561,2150-1,215
FIRSTENERGY CORP(FE)37,4630-37,4631,2800-1,280
TABULA RASA HEALTHCARE INC129,3600-129,3601,3340-1,334
PG&E CORP(PCG)167,06170,859-96,2022,6951,2780.17%-1,417
CIRCOR INTL INC25,7610-25,7611,4360-1,436
VMWARE INC9,0000-9,0001,4980-1,498
ACTIVISION BLIZZARD INC16,3000-16,3001,5260-1,526
HORIZON THERAPEUTICS PUB L13,2000-13,2001,5270-1,527
AMERICAN WTR WKS CO INC NEW04,307+4,30705680.07%+568
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