account_balance
Investment manager · 13F filer · SEC CIK 1771179
Sagefield Capital LP
Reported value$1.35Bas of Jun 30, 2026
Positions107 29 new, 33 sold out
Top 10 weight32.4%EXE alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EXEExpand Energy Corp
5.4%Added +7%
PRPermian Resources Corp
4.9%Trimmed −6%
DBRGDigitalbridge Group Inc
3.0%
WBSWebster Finl Corp
3.0%Trimmed −6%
COPConocoPhillips
2.9%Added +17%
FTITechnipFMC PLC
2.8%Trimmed −12%
VLOValero Energy Corp
2.7%
APAAPA Corp
2.6%Added +22%
MTDRMatador Resources Co
2.6%Trimmed −21%
SDRLSeadrill Ltd
2.4%Added +3%
XOMExxonMobil Holdings Corp
2.4%Added +24%
SLABSilicon Laboratories Inc.
1.9%+194%
EXEExpand Energy Corp
5.4%Added +7%
PRPermian Resources Corp
4.9%Trimmed −6%
DBRGDigitalbridge Group Inc
3.0%
WBSWebster Finl Corp
3.0%−6%
COPConocoPhillips
2.9%+17%
FTITechnipFMC PLC
2.8%
VLOValero Energy Corp
2.7%
APAAPA Corp
2.6%
MTDRMatador Resources Co
2.6%
SDRL2.4%XOM2.4%SLAB1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EXE Expand Energy Corp 5.4% Added +7%PR Permian Resources Corp 4.9% Trimmed −6%
DBRG Digitalbridge Group Inc 3.0% Held
WBS Webster Finl Corp 3.0% Trimmed −6%
COP ConocoPhillips 2.9% Added +17%FTI TechnipFMC PLC 2.8% Trimmed −12%VLO Valero Energy Corp 2.7% HeldAPA APA Corp 2.6% Added +22%MTDR Matador Resources Co 2.6% Trimmed −21%SDRL Seadrill Ltd 2.4% Added +3%XOM ExxonMobil Holdings Corp 2.4% Added +24%SLAB Silicon Laboratories Inc. 1.9% Added +194%What changed
Biggest moves since Mar 31, 2026
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